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Joseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)

Forward Guidance

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Macro Outlook and Asset Price Optimism

The chapter delves into the positive outlook on asset prices due to factors like government debt issuance, fiscal deficits, and anticipated rate-cutting cycles. However, concerns are raised about fiscal dominance, a U.S. equity market bubble, and a bearish view on the bond market. The discussion also covers the impact of central bank policies, inflation expectations, and the evolving economic landscape.

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