MACRO-ECONOMIC INSIGHTS

10 Most Interesting Things We’ve Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 21 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Coronavirus = trigger for global Central Bank liquidity tidal wave? 2. Right on cue, Central Banks begin hinting at stimulus to come ...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 15-pages long and is a 20-22 minute read. Mr. X: “The countdown has begun to the Fed being forced to somehow inject new USD liquidity into markets with stocks at/near the highs and y/y CPI already print...

10 Most Interesting Things We've Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 14 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. “Trump to propose $4.8T budget with big safety net cuts” 2. Foreign demand for Japanese government bonds jumps amid UST yield ...

Why coronavirus makes us bullish gold, BTC, & stocks (but bearish oil)
MACRO-THEMATIC TRENDS · Report · 13 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 11-pages long and is a 15-18 minute read. Coronavirus = a catalyst for explosive Central Bank balance sheet growth that was inevitable anyway Coronavirus + past Fed pronouncements makes us bullish ...

10 Most Interesting Things We've Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 07 Feb 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. JPM under criminal investigation for its role in precious metals manipulation 2. Saudi oil shipments to China up 47% y/y in 2019...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 11-pages long and is an 18-20 minute read. Title: US government indicting JPM for precious metal manipulation may be quite bullish for gold & silver Conspiracy theory becomes conspiracy fact. Key ...

10 Most Interesting Things We've Read Recently - Tree Rings (FFTT)
MACRO-THEMATIC TRENDS · Report · 31 Jan 2020

Hello- Hope you’re well. Attached above is this week’s edition of “Tree Rings”, the 10 Most Interesting Things We’ve Read Recently. The 10 headlines: 1. Flight from the world’s 2nd to its 3rd most populous cities nearly empty 2. “Disney stock drops 3% as Wuhan coronavirus shuts Sha...

Hello- Hope you’re well. Given what has transpired in US money markets, for the 1st time in FFTT’s nearly 6-years in business, we are issuing a 2nd SPECIAL EDITION of FFTT today. This report is 3-pages long and is a 4-5 minute read. Key points: 1. The spike in repo rates means the...

Hello- Hope you’re well. Given this weekend’s events in Saudi Arabia, we are releasing this SPECIAL EDITION of FFTT today (this will take the place of Thursday’s normally scheduled report.) 1. “It’s time to harvest China” as Saudi oil attacks add energy problems to China’s pork & Hong K...

Hello- Hope you’re well. Attached above is the latest edition of Forest for the Trees. This week’s report is 6-pages long and is a 10-12 minute read. Key points: US deficits are likely about to force the Fed into sharp rate cuts &/or permanent QE…but until that happens, epic volatili...

Hello- Hope you’re well. Attached above is the latest edition of Forest for the Trees – we’ll be out of pocket for much of tomorrow so we wanted to get it to you today. This week’s report is 8-pages long and is a 12-14 minute read. Key points: Things we’d expect to see if Saudi h...

Hello- Hope you’re well. Attached above is the latest edition of Forest for the Trees. This week’s report is 6-pages long and is an 8-10 minute read. Key points: 1. Rates markets & prestige financial media response to US/China trade de-escalation offer a big clue that FFR > IOER is f...