Unparalleled Expertise
As data increasingly becomes commoditized, free thinking becomes priceless.
FFTT, LLC launched in 2014 with one goal in mind – to marry our unique dot-connecting abilities with our in-depth analytical work and our relevant historical perspectives to create differentiated, money-making insights that help our clients’ investment process and investment outcomes.
Lead Analyst:

Macro-Thematic Trends
Luke Gromen

Fed rate hike proves “NIIP dominance” (rate hikes or cuts will send LT UST yields higher) (FFTT, 9/22/26)
Federal Reserve defies Donald Trump with first rate rise since 2023 -Financial Times, 9/16/26 Part of the independence of the Federal Reserve is we stay in our lane. Independence is a 2-way street. We let people that do trade policy and fiscal policy stay in their lane too. -Fed Chairman Kevin Warsh, 9/16/26 …Warsh said as he raised fiscal expenditures by $50B over the next year [with his 25-basis point rate hike.] -Mike Green, via