10 Most Interesting Things We've Read Recently (FFTT)

MACRO-THEMATIC TRENDS - Report 20 Mar 2020 by Luke Gromen


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. Closed borders + closed stores + open markets = deflationary doom loop

2. In the last week alone, the Fed’s balance sheet grew at a $17.5T annual rate (80% of US GDP annual rate)

3. Dow/Gold ratio just broke through key levels; now at 15x, historically major crisis bottoms = 1-2x.

4. Global negative-yielding sovereign debt totals (counterintuitively) COLLAPSE in equity market rout

5. “A terrifying ‘sudden stop’ in capital flows is happening across Emerging Markets”

and more.

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