Macro Economics, Markets, and Strategy by Luke Gromen
Luke Gromen: Private equity creates price opportunity for new small business entrepreneurs
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), observes that private equity is raising prices across certain sectors, creating new ...
U.S. President Donald Trump reportedly buying Russian diesel, Luke Gromen notes
Luke Gromen, founder, president, macroeconomic analyst and investor at FFTT, LLC (Forest for the Trees), reports that U.S. President Donald Trump is reportedly purchasing Russian diesel according ...
Luke Gromen: AI-driven productivity not meeting expectations in U.S. bond market context
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), argues that the anticipated productivity gains from artificial intelligence may not be ...
U.S. real rates above 2 percent could drive stocks down, Luke Gromen warns
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), warns that sharply higher U.S. real interest rates could trigger a chaotic unwind of the U.S. ...
Luke Gromen: UST market could face dysfunction before tighter conditions affect corporates
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), warns that the U.S. Treasury (UST) market is likely to experience dysfunction before tighter ...
Few are combining real rates with fiscal dominance in U.S. economy, Luke Gromen notes
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), discusses the current debate around U.S. real interest rates and fiscal dominance. Gromen ...
Luke Gromen: Asset price growth directly fuels U.S. consumer spending
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), draws a direct link between asset price increases and U.S. consumer spending. Gromen ...
U.S. electricity output remains unchanged for two decades, Luke Gromen notes
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), draws attention to U.S. electricity production as a vital metric for economic growth. He ...
Luke Gromen: Delinquency chart returns to mid-2007 levels despite strong U.S. economy narrative
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), raises questions about economic strength as a key delinquency chart returns to levels last ...
UST and western debt bubbles pose rising risks, Luke Gromen warns
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), warns that the risk of a U.S. Treasury yield event and broader western sovereign debt ...
Luke Gromen: U.S. bondholders faced major challenges following 1896 gold speech
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), draws a parallel between past and present attitudes among U.S. bondholders. Gromen ...
Fed must decide between rate cuts or hikes for long-end yields, Luke Gromen argues
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), assesses the Federal Reserve's ongoing struggle to control 10-year yields through interest ...
Luke Gromen: China deflation is not offsetting U.S. inflation
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), draws attention to the lack of impact of Chinese deflation on U.S. inflation. Gromen ...
Bonds are a buy only if U.S. spending is cut, Luke Gromen argues
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), provides a simplified framework for turning bullish on long-term U.S. Treasury bonds. He ...
Luke Gromen: USD depreciation and real losses to fund future obligations
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), argues that USD depreciation and real losses absorbed by bondholders, banks, and consumers ...
Private credit sales to buy LT USTs could erode insurance surplus, Luke Gromen warns
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), highlights that based on analysis by another commentator, U.S. life insurers could face major ...
Luke Gromen: Encourages responsible investing over gambling for young adults
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), shared his approach to teaching his children about risk. He discussed having open ...
Foreigners could trigger higher UST supply when USD strengthens, Luke Gromen warns
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), highlights the impact of a stronger U.S. dollar (USD) on foreign investors. According to ...
Luke Gromen: Bonds must lose real value to support U.S. reshoring
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), states that for U.S. reshoring initiatives to succeed, bonds must experience losses on a real ...
U.S. off-balance sheet liabilities now total $3 trillion annually, Luke Gromen notes
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), points to growing U.S. entitlement obligations. According to Gromen, former Federal Reserve ...
Luke Gromen: IPO timing questioned as U.S. consensus points to lower gold prices
Luke Gromen, founder, president, macroeconomic analyst, investor at FFTT, LLC (Forest for the Trees), questions why an IPO would be delayed if there is a widespread U.S. consensus that gold prices ...
