Initial thoughts on JPY carry trade unwind volatility and potential implications Luke Gromen - FFTT, LLC 33,7 тыс. подписчиков Скачать
Macro views from 2 years ago I’ve been forced to rethink; US tax hike options to address deficits Скачать
Growth & inflation implications of Boomer wealth, SEC changes to leveraged securities finance & more Скачать
Why more things haven’t broken given rapid rate hikes, and thoughts on BOJ widening YCC tolerance. Скачать
BRICS currency initial thoughts; CNY devaluation impact on oil; Global liquidity and USD outlooks Скачать
Implications for a 60-40 portfolio of bursting global sovereign debt bubble & Peak Cheap Energy Скачать
Thoughts on bond market deviating from the Fed; Views on timeline until a debt problems become acute Скачать
Saudi “considering” accepting other currencies for oil, USD weakness, Bank of Japan brief thoughts Скачать
Inflating debt/GDP lower, could the “global south” pivot first, Ghana’s gold for oil proposal Скачать
Can Congress force a Fed pivot; What financial repression methods could policymakers employ, & more Скачать
Weaponization of the USD, Fed tools to inflate away the debt, US government price floor on oil Скачать
Fed pause/pivot update, UK bond market thoughts, Potential differences now v. 2018, 2019 Fed moves Скачать
Indicators we watch; EU/UK energy crisis thoughts; Capital flows to US equities possible in 2H22? Скачать
Levels of DXY or rates that may cause a Fed pivot, Game Theory for EU and Japanese economic problems Скачать
What month we think the Fed will pivot; Recession likelihood; Impact of Recession on US finances Скачать
Asset price swings; How high can rates go?; Which assets would do best if Fed reverses course? Скачать
How we think about a balanced portfolio & Odds of a recession in 2022, Ruble and gas relationship Скачать
Can US fiscal position 50-75 bp in hikes, how we think about narratives, commodities thoughts & more Скачать
Recession or not? Is it time to buy bonds yet? When might the Fed be forced to reverse course? Скачать
Warning signs of a Fed pivot, How can inflation persist, Commodities risk in a China slowdown Скачать
Thoughts on rate hikes, Can the US let inflation run hot? Implications of oil pricing outside USD Скачать
How tech-induced deflation will likely force Central banks to fully reserve debt over time & more Скачать
Interest rates, The relevance of Fed Standing Repo Facility, Scenarios that would change our outlook Скачать
Fiscal component inflation v. deflation, Gold miner action now v. 2013 Taper, Deflationary signposts Скачать
Why I sold a good chunk of BTC two weeks ago; where we are in the cycle; Basel 3 gold rule changes Скачать
Inflation – transitory or not & what to watch for to know; Potential BTC bans, & Yield Curve Control Скачать
Banks lending economy v. lending to US govt, “USD Milkshake”, Gold v. BTC, the “Big Reset”, & more Скачать
Gold at $5,000 could be good for the world, Iran/yuan thoughts, More fiscal stimulus, and more Скачать
Near term USD & gold views, potential causes of inflation, election, potential geopolitical risks Скачать
Potential impacts on Euro area of Fed actions, asset allocations with rates at 0% for 5 years & more Скачать
Bank ARE lending... to the US Government, prospects for negatives rates, & yield curve thoughts Скачать
The potential for negative rates in the US, Oil prices & the need for Yield Curve Control in the US. Скачать
Chinese Gold/Oil Economic Pressures & Infrastructure Week Remains Poorly Understood [02/09/20] Скачать
China/US Phase 1 Trade Deal to Affect CNY/USD Exchange Rate? US Bank Loans to Government Grows Скачать
Highest Levels of Gold Buying Since Nixon Era & Wage Growth Surpasses Mortgage Rates [12/8/19] Скачать
News of Weak Foreign Purchases & Relationship of US stock prices to US tax receipts [11/24/19] Скачать
Japan's Aso to travel to U.S & Concerns as Foreign investors buying US bonds unhedged [4/22/19] Скачать
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