Macro Strategy Insights

Trying Not To Use It, But…Situational Unawareness

This is likely the hundredth (if not thousandth) report in your inbox with some play on Situational Awareness. As a rule, the T-Report tries not to be too derivative on our titles, but this one kind of writes itself. Besides, it’s the first weekend in August, so maybe we can cut ourselves a bit of slack, and go with the obvious title? There is no shortage of things we can write about: Warsh, who isn’t as hawkish as some were led (or we would argue misled) to believe he was. His drive towards “less transparency” is increasing, as he floated ... Trying Not To Use It, But…Situational Unawareness

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