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Election Day Drama Won’t Be the Only Major Event in November – Here’s Why


With only 15 days left until the U.S. Federal Reserve’s Federal Open Market Committee (FOMC) meeting, it’s scheduled to follow just two days after the U.S. election on Nov. 7. As of now, market forecasts via CME Group’s Fedwatch tool are leaning toward a 25 basis point (bps) reduction in the target...

JPMorgan’s Bold Call: Why Carry Trades May Be Facing Their Final Days


A new JPMorgan report warns that carry trades are losing effectiveness as global interest rates decline, urging investors to be more selective with currency risks. The Japanese yen has lost appeal after unexpected rate hikes, while the Swiss franc carries potential bullish risks. JPMorgan suggests...

Powell’s Legacy, the Ethics of ‘Doxing’, and Uptober or Rektober


This editorial is from last week’s edition of the newsletter Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished. The newsletter also includes the biggest stories of the week with a comment on each story. Inflation, Memecoin drama, the SEC, and More...

Arthur Hayes Predicts Bitcoin Boom Amid Middle East Tensions and Inflation


Former Bitmex CEO Arthur Hayes sees a bitcoin bull market on the horizon, driven by soaring energy prices and rampant inflation as Middle East tensions escalate. He argues that rising costs will send BTC’s value surging in fiat terms, with newly printed dollars flooding the market. But while...

Crypto for Advisors: Bitcoin’s Price


Bitcoin began to gain wider attention in the October 2023 rally when it became more clear that so-called “spot” ETFs would be approved and launched soon. The launch of 11 ETFs on Jan. 11 was a milestone for the digital asset world and broke ETF records

The Global Liquidity Cycle and Its Implications for Crypto


This editorial is from last week’s newsletter, Week in Review. Subscribe to the newsletter to get this weekly editorial the second it’s finished, The newsletter also includes the biggest stories of the week with a comment on each story. Liquidity Rising The global liquidity cycle has come...

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