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

MACRO-THEMATIC TRENDS - Report 31 Jan 2020 by Luke Gromen

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 Shanghai, Hong Kong parks”

3. We are getting near term cautious: It appears the Fed is attempting to shrink its balance sheet

4. “Fed officials weigh new recession-fighting tool – capping UST yields”

5. Many market participants seem to miss the point of Fed UST yield caps – making UST holders absorb real losses

and more.

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