The tweet was deleted by the author.
But we saved everything 🙂.
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), highlights a notable divergence between the U.S. labor force participation rate and 10-year Treasury yields from 2000 to present.
Gromen also points to similar divergences in emerging markets facing debt and fiscal challenges. His analysis includes comparisons with the U.S. 10-year term premium over the same period.
Gromen has also addressed concerns over shifting neoliberal attitudes, noting increased caution regarding China's potential impact on U.S. corporate profits. In a separate analysis, he observed that U.S. Veterans' Benefits have grown to a record 27 percent of Defense Department spending. Both references further outline the macroeconomic themes tracked in his recent commentary.