MACRO-ECONOMIC INSIGHTS

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 10 Jul 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please contact fftt@analysthub.com for assistance. Key points: 1. US businesses (large and small) and US real estate owners appear...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 10-pages long and is an 18-20 minute read. If you are having trouble logging in, please email fftt@analysthub.com for assistance. >>> COVID has triggered the 2nd great failure of neoliberal eco...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 12-pages long and is an 8-9 minute read (mostly charts). If you are having trouble logging in, please contact fftt@analysthub.com for assistance. >> Mid-year review: The only thing COVID will lik...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 26 Jun 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please email fftt@analysthub.com for assistance. Key points: 1. US COVID cases are re-accelerating; US COVID deaths are not (yet?) (...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. This report is 12-pages long and is a 14-16 minute read. If you are having trouble logging in, please emal fftt@analysthub.com for assistance. >> Perhaps the most important divergence in markets: Coronavirus ...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 19 Jun 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please email fftt@analysthub.com for assistance. Key points: 1. “Federal Reserve…will begin buying a broad and diversified portfoli...

Hello- Hope you’re well. Attached above is this week’s edition of FFTT. In lieu of our usual FFTT, wanted to share our transcript of a lengthy conversation we had last week with Grant Williams and The Investors’ Podcast, as it touches on and reviews a number of key issues we have been disc...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 12 Jun 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in to your account, please email fftt@analysthub.com for assistance. Key points: 1. Equities have gotten very frothy, very fast = a near-ter...

Hello- Hope you’re well. Attached is this week’s edition of FFTT. This report is 9-pages long and is a 12-14 minute read. If you are having trouble logging into your account, please email fftt@analysthub.com for assistance. >>> Mr. X: “Silly season” has arrived in risk assets; I’m wait...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 05 Jun 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please email fftt@analysthub.com for assistance. Key points: 1. Why are stocks rising on US protests? Because the protests likely re...

Hello- Hope you’re well. Attached above is a special Tuesday edition of FFTT. This report is 9-pages long and is a 12-14 minute read, and will take the place of Thursday’s report. If you have trouble logging into your account, please email fftt@analysthub.com. >>>> This has only happ...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 29 May 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please email fftt@analysthub.com for assistance. Key points: 1. UST issuance far surpasses Fed balance sheet growth in the latest week…...

Hello- Hope you’re well. This report is 13-pages long and is a 15-17 minute read (lots of charts). If you have trouble logging in, please email fftt@analysthub.com. >> The US returns to “Great Power Competition”: What are the implications for asset markets? << Given the strategic choic...

10 Most Interesting Things We've Read Recently (FFTT)
MACRO-THEMATIC TRENDS · Report · 22 May 2020

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please contact fftt@analysthub.com for assistance. Key points: 1. Arguably the most important chart in macro for the next month or tw...

Hello- Hope you’re well. Attached above is a special Monday edition of FFTT. This report is 8-pages long and is a 12-14 minute read, and will take the place of Thursday’s report. If you are having trouble logging in, please contact fftt@analysthub.com for assistance. >> “Wartime Financ...