What is Macro Telling Us? | Weekly Roundup
Forward Guidance
Navigating Interest Rates and Market Dynamics
This chapter examines the complexities of the interest rate cutting cycle and its surprising effects on asset classes, particularly long bond yields and cryptocurrencies. It discusses the potential impacts of the upcoming elections on market sentiment, emphasizing the correlation between political events and financial forecasts. The conversation also highlights the interplay between Bitcoin, Ethereum, and regulatory changes, stressing the evolving nature of these assets amidst inflationary pressures.
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