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Two things that caught my attention this week 4/22/19

 

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Two things that caught my attention this week, 4/22/19:

  

  • “Japan's Aso to travel to U.S. April 25 for meeting with Mnuchin: source”-RTRS: FFTT - More currency discussions?

 

  • “Foreign investors are increasingly buying US bonds unhedged, raising concerns of widespread losses if the dollar weakens” -FT: Potential implications.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Two things that caught my attention this week 4/14/19

 

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Two things that caught my attention this week, 4/14/19:

  

  • We had been speculating US/China deal had a currency component, last week Treasury Sec. Mnuchin openly confirmed it…as most macro traders long USD
  • The Saudi energy ministry issues a statement denying that it had threatened to drop oil pricing in US dollars – our thoughts.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Two things that caught my attention this week 4/7/19

 

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Two things that caught my attention this week, 4/7/19:

  • “Saudi Arabia is threatening to sell its oil in currencies other than the dollar if Washington passes a bill exposing OPEC members to U.S. antitrust lawsuits”. 
  • Trump: “Very Monumental” Trade deal may be announced in 4 weeks.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

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Two things that caught my attention this week 3/31/19

 

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Two things that caught my attention this week, 3/31/19:

  

  • The S&P 500 $SPX rallied more than 1.5% in March, while the Russell 2000 (small caps) fell more than -2% over the past 20 years, this divergence only happened one other time: March 2000 - via Troy Bombardia

 

  • Flip side: Asian data beginning to turn - China ISM highest in 5 months, EM Asian financial conditions loosening.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

 

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Luke Gromen, CFA
Forest for the Trees

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