11 Key Charts As We Move Into 2022

 An in-depth video review into a few key charts that we think are critical to understanding the macroeconomic picture and the global economy in the first half of 2022.

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What We'll Cover 

  • Peak Cheap Oil dynamics are driving oil prices to levels that have historically been problematic for US GDP growth.
  • US GDP is slowing meaningfully in early 2022 as fiscal stimulus wanes and inventories build in the US.
  • US "True Interest Expense" remains above US Federal tax receipts
  • Fed tightening into a slowdown with True Interest Expense > Tax receipts likely good for the USD, volatility.
  • Chinese water constraints are a potential "gray swan" for global supply chains and stagflation.
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Luke Gromen - Founder FFTT

Luke Gromen has become one of the most respected names in the global research sector. Having been in the industry for 20+ years and earning a reputation as a client-focused analyst with an unparalleled ability to make broad connections between increasingly siloed industry news and draw conclusions that help investors understand the bigger picture. Luke offers unique and insightful research derived from a wide variety of sources that provide a clearer picture of global macroeconomic, thematic, and sector trends.