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Gold may be an ideal "hedge against AI bubble," per Bank of America's, $BAC, Hartnett.
Another gold breakout imminent after support held
The Japan story matters more than people think. Japan is basically the world’s funding bank. For decades, the BOJ kept rates near zero, letting global players borrow cheap yen and deploy it everywhere else,stocks, bonds, crypto. That’s why the $JPY carry trade is one of the…
A terrifying shift is happening right now. While the West is panicking, many are still asleep at the wheel. Japan—the silent anchor of the global financial system—is coming unmoored. For 30 years, the "Yen Carry Trade" has been the "cheat code" for global markets. Investors…
Response to MSCI Index Matter Strategy is not a fund, not a trust, and not a holding company. We’re a publicly traded operating company with a $500 million software business and a unique treasury strategy that uses Bitcoin as productive capital. This year alone, we’ve completed…
Current situation: 1. The US is preparing $2,000 stimulus checks 2. Japan is preparing a $110 billion stimulus package 3. China has approved a $1.4 trillion stimulus package 4. The Fed is officially ending QT on December 1st 5. The US is issuing~$1.9 trillion in treasures per…
🇯🇵 UPDATE: Bitcoin fell as Japan’s new $135B stimulus sent the yen to 10-month lows. Markets now bracing for possible Bank of Japan rate hikes and global risk-off moves.
The balance sheet is going to flatline starting Dec 1, but Treasuries will increase as MBS run off accelerates; Fed is going to do the Indiana Jones meme (swapping the idol) and the housing market will pay for it:
🚨 FED SWAPS CONTINUE TO INDICATE DECEMBER RATE CUT UNLIKELY
Federal Reserve's Reverse Repo Facility is plummeting It is below $1B for the first time since March 17, 2021 🚨 QE & money printing is coming Bitcoin will explode
The Fed minutes underscore what has emerged since the meeting: There may now be a narrow majority of officials (not necessarily FOMC voters) who favor holding steady in December. "Many" is greater than "several." December is shaping up to be a close call.
Dec rate cut odds tumble to just 33% after BLS announced it won't publish Oct jobs report at all (largely viewed as being weak), and the Nov job report on Dec 16 will come after the Dec 10 FOMC
FOMC Minutes: Committee Discussed Adopting Central Clearing of Standing Repo Facility This would be huge, and could shift repo funding from GC to SRF
The Federal Reserve minutes released earlier this afternoon (link below) are a fascinating read. They moved down the markets' expectations of a December rate cut, driven largely by these references to inflation by what seems a significant portion of a deeply divided FOMC.…
While I think Bitcoin will go to the 200W SMA ($60k-$70k) in 2026, there is a high probability it will have a bounce back to the 200D SMA before going that low. All prior cycle bear markets were confirmed by a macro lower high at the 200D SMA.
UBS: FED MINUTES LIKELY HAWKISH, DECEMBER RATE CUT STILL POSSIBLE UBS expects the upcoming FOMC minutes to show divisions among Fed officials. Some, like Atlanta’s Bostic and Kansas City’s Schmid, remain cautious on cuts, while dovish members, including Governor Miran, still…
Own assets or be left behind: Still not convinced of our view? The US government is about to hand out $400+ BILLION in stimulus payments for the first time since 2021. Meanwhile, the Fed is cutting rates as the labor market continues to crumble with US inflation back above 3%.…
Stimulus checks are back: President Trump just announced the "tariff dividend," a payment of AT LEAST $2,000 per American. We expect 85%+ of US adults to receive this, resulting in $400+ BILLION handed out. All as US debt nears $40 trillion. What's next? Let us explain.
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