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

MACRO-THEMATIC TRENDS - Report 22 May 2020 by Luke Gromen


Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached.
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Key points:

1. Arguably the most important chart in macro for the next month or two (page 2)

2. “March saw the biggest monthly drop in foreign UST holdings on record” (page 3)

3. “Sell what you can, not what you want to” (page 5)

4. US Core CPI posts its biggest month-over-month drop in 40 years in April (page 6)

5. Given the aforementioned stakes of sustained deflation, the narrative appears to be shifting… (page 7)

6. Congress job approval rating hits highest level since 2009 - Gallup (page 10)

7. “The number of Central Banks buying gold is expected to increase substantially this year” – World Gold Council (page 11)

8. FX-hedged UST yields now positive for Japanese investors for the 1st time since 3q18 (page 13)

9. Why US Jobless Claims getting “less worse” in 2H20E could offer continued support for US equity markets (page 14)

10. Relations between US and China appear to be deteriorating further, adding urgency for US “Wartime Finance” (page 16)

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