Ayesha Kiani, COO at MNNC Group and an NYU professor, discusses the surge in institutional interest in cryptocurrency amid growing market uncertainty. She highlights how regulatory changes are reshaping the landscape, making crypto more appealing to big players like Fidelity and BlackRock. Kiani also touches on the evolving perceptions of digital assets among younger investors, blending interests in both crypto and AI. The conversation delves into the broader economic implications of these trends and their potential impact on traditional finance.
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insights INSIGHT
Fed's Nimble Balancing Act
The Federal Reserve needs to be nimble as consumer confidence and inflation expectations heighten.
Hard data like the durable goods report confirms reduced capital expenditure planning.
insights INSIGHT
Margin Squeeze on Staples
Companies struggle to pass higher input costs to consumers, leading to margin squeezes.
Consumer staples, not just discretionary goods, are now showing signs of weakness.
insights INSIGHT
Rate Cut Predictions
Market expectations for two rate cuts this year might be underestimated.
Factors point to the Fed prioritizing the employment mandate and potentially cutting rates more.
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMarch 26th, 2025 Featuring: 1) Danielle DiMartino Booth, CEO & Chief Strategist at QI Research, on the Fed, outlook for rates, and a struggling US consumer. US consumer confidence fell in March to the lowest level in four years due to concerns about higher prices and the economic outlook amid the Trump administration's escalating tariffs. 2) Skyler Weinand, CIO at Regan Capital, brings us into the market open and talks about why the Fed's next move might be a hike. It comes as Federal Reserve Governor Adriana Kugler supports holding interest rates steady for "some time" amid rising inflation expectations and recent uptick in goods inflation. Kugler notes that University of Michigan survey data shows consumers expect prices to increase at an annual rate of 3.9% over the next five to 10 years, the highest in more than three decades. 3) Joy Yang, Head of Index Product Management at MarketVector Indexes, talks about market trends amid rising uncertainty and a declining VIX. Worries over the economic effects of the global trade war are further reducing liquidity in US stocks, creating a headache for institutional investors. Current conditions could ease if tariffs prove less severe than feared or economic worries dissipate, but until then, it's going to be challenging for traders. 4) Ayesha Kiani, professor at NYU and COO at MNNC Group, talks about the major asset managers intensifying their crypto offerings, tokenization projects, and the outlook for Bitcoin. Bitcoin's recent rally is at risk of being short-lived due to broader market uncertainty, lack of bullish momentum, and low volumes. The market remains fragile, with low retail activity, thin volume, and cautious sentiment, making it susceptible to volatility and potential "bull traps". 5) Lisa Mateo joins with the latest headlines in newspapers across the US, including Federal workers responding to Elon Musk's latest request and new alternatives to building homes.
Bloomberg Surveillance