361 capital write….”Back to macro market worries as: 1) U.S./China trade talks ramp up, 2) The U.S. Government heads for another Shutdown on Friday and 3) Global growth data points continue to lean toward a slow down. Confirming the markets worries, global bond yields are in retreat with many countries looking at three-year low yields. With the U.S. performing better on a relative basis, the recent U.S. dollar strength does its best to make those who called the opposite look foolish after the Fed’s change in direction away from tightening. Little on the micro front will be able to offset any news from the big three macro items above. So keep an ear adjusted to your squawk box, or eyes on the front page headlines because this news will move the markets for the time being.“
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