Macro
January Inflation Eases, Yet Remains Above Federal Reserve Target
January's inflation rate shows a decline, yet remains above Federal Reserve targets, with significant implications for monetary policy and market dynamics.
John Nada•Feb 13
Macro
Macro
Federal Reserve, interest rates, inflation, and global economic policy(383 articles)
Macro
U.S. Inflation Report Looms as Credit Card Debt Hits Record Levels
As U.S. credit card debt reaches a record $1.28 trillion, the upcoming CPI report is set to influence inflation expectations and gold prices significantly.
John Nada•Feb 12
Macro
Japan's Nikkei 225 Surges Past 58,000 Amid Political Confidence
Japan's Nikkei 225 index hit 58,000, fueled by confidence in Prime Minister Takaichi's economic agenda, impacting regional and global markets.
John Nada•Feb 12
Macro
Surge in 10-Year Treasury Yield Signals Market Response to Jobs Growth
The 10-year Treasury yield increased sharply due to stronger-than-expected job growth in January, indicating market shifts in Fed rate expectations.
John Nada•Feb 11
Macro
State Street Warns of Potential 10% Drop in Dollar Amid Fed Policy Changes
State Street warns the US dollar could drop 10% if the Fed adopts aggressive rate cuts. This shift could bolster risk assets like Bitcoin amid changing market dynamics.
John Nada•Feb 10
Macro
White House Proposes Credit Card Interest Rate Cap, Impacting Financial Sector
The White House proposes a cap on credit card interest rates, potentially reshaping the financial services landscape while leaving payment processors like Visa and Mastercard largely unaffected.
John Nada•Feb 10
Macro
Federal Reserve Shifts to Gradual Money Printing, Says Lyn Alden
Lyn Alden predicts a gradual money printing phase for the Federal Reserve, influencing asset prices and investor strategies amidst uncertain interest rate policies.
John Nada•Feb 8
Macro
Expect Lower Interest Rates: Opportunities in REITs Ahead
Lower interest rates are on the horizon, presenting promising opportunities in REITs. Realty Income stands out as a strong investment due to its robust dividend growth.
John Nada•Feb 8
Macro
Kevin Warsh's Fed Legacy: Inflation Concerns and Central Bank Credibility
Kevin Warsh's tenure at the Fed highlighted a complex balance between inflation concerns and interest rate policy. His legacy reflects ongoing challenges for central banks today.
John Nada•Feb 8
Macro
Holding Cash During Inflation Could Erode Your Wealth Long-Term
Experts warn that hoarding cash amid inflation can lead to long-term wealth erosion, urging investors to consider more growth-oriented assets.
John Nada•Feb 8
Macro
Bitcoin's Decline: Veteran Trader Predicts $54K Target Amid Market Turmoil
Veteran trader Peter Brandt predicts Bitcoin's decline may continue, potentially reaching $54K amid market uncertainties and investor concerns.
John Nada•Feb 7
Macro
Bitcoin Plummets Below $67K, Erasing Gains Since Trump's Election
Bitcoin's price has dropped below $67,000, its lowest since Trump's election. Crypto sentiment weakens amid tech stock declines and geopolitical tensions.
John Nada•Feb 7
Macro
Treasury Secretary Confirms No Authority to Bail Out Bitcoin
Treasury Secretary Scott Bessent confirms no government authority to bail out Bitcoin, highlighting the irony of its political entanglement.
John Nada•Feb 5
Macro
Trump's Fed Nominee Faces Potential Investigation Over Rate Decisions
Scott Bessent hinted at a potential investigation of Fed nominee Kevin Warsh amid pressures from Trump regarding interest rates. Concerns about the Fed's independence grow.
John Nada•Feb 5
Macro
VistaShares Unveils Innovative ETF with Bitcoin Exposure
VistaShares has launched BTYB, an ETF that combines US Treasurys with Bitcoin exposure, reflecting a growing trend in innovative investment strategies.
John Nada•Feb 3
Macro
U.S. Inflation Drops Below 1%, Boosting Bitcoin Sentiment
The Truflation index reveals U.S. inflation has dropped below 1%, signaling positive trends for Bitcoin as liquidity-sensitive assets thrive.
John Nada•Feb 3
Macro
DeFi Investors Stand Firm as Bitcoin and Ether Plunge
Bitcoin and Ether are tanking, but DeFi investors are holding strong. Despite market turmoil, total value locked in DeFi remains resilient.
John Nada•Feb 3
Macro
Strategy Faces Eighth Consecutive Monthly Decline Amid Bitcoin Struggles
Strategy is set for its eighth straight monthly decline, highlighting significant challenges amid Bitcoin's price struggles.
John Nada•Feb 3
Macro
Bitcoin ETFs Recover $562M Amid Ongoing Market Challenges
Bitcoin ETFs saw a $562 million inflow after a $1.5 billion sell-off, though analysts warn of ongoing market pressures. The situation reflects broader uncertainties in the crypto landscape.
John Nada•Feb 3
Policy
Gold surpasses $5,000: Implications for investors and markets
Gold has crossed $5,000 per ounce, marking a significant shift in market dynamics amid rising inflation and geopolitical tensions.
John Nada•Jan 26