178 Articles 0 Followers
8 Oct 2026 1 minute read 0 comments Perfectionist25 $0.24
There is a rather interesting detail regarding US companies that is often overlooked in the market. Despite high interest rates, the ratio of the net interest burden to Gross Value Added (GVA) for non-financial US companies stands at approximately 1....
25 Sep 2026 1 minute read 0 comments Perfectionist25 $0.39
The Federal Reserve is a key topic of discussion in the markets. The Fed raised interest rates by 25 basis points, bringing the policy rate to the 3.75%–4.00% range. The decision was unanimous. The Fed’s message is clear: inflation remains high, and...
23 Sep 2026 2 minute read 0 comments Piasic $0.07
Core Question The Fed has recently moved its 2% inflation target to 2029. What does this mean for crypto and other assets? When did inflation skyrocket? To understand why we do have inflation above 2% and closer to 3.5%, we have to go back to covid...
22 Sep 2026 5 minute read 1 comment Perfectionist25 $0.72
On September 16, 2026, the US Federal Reserve (Fed) raised its policy rate by 25 basis points, bringing it to the 3.75%–4.00% range. This marked the Fed’s first rate hike since 2023. Moreover, following the decision, a significant number of Fed membe...
19 Sep 2026 2 minute read 0 comments Piasic $0.04
Core Question Why are rate hikes not putting pressure on crypto and other assets like it has historically? Background With the recent rate hike from the Fed, cryptos surged, with SOL up over 10% and BTC over 7% and similar numbers across the board...
17 Sep 2026 2 minute read 0 comments Technology Era $0.06
September 17 Trading Desk: US Housing Data, Fed Pressures, and Why Bitcoin is Ignoring the Macro Drop Look at the screens this morning. U.S. housing data just dropped another ugly set of numbers, mortgage demand is completely dead in the water, and...
16 Sep 2026 4 minute read 0 comments Perfectionist25 $0.24
A rare tectonic shift is underway in the bond markets—the invisible backbone of the financial world. The rising yields flashing green on trading screens do not signal a typical market rally; rather, they indicate that bond prices are plummeting and b...
12 Sep 2026 1 minute read 0 comments Technology Era $0.08
Goldman Sachs $3.7T Fed Rate Hike Bet: The Ultimate Liquidity Trap? Smart money is aggressively repositioning as institutional desks reprice the macro landscape. With $3.7 trillion under management betting on a hawkish Fed pivot, crypto markets are f...
11 Sep 2026 1 minute read 0 comments Perfectionist25 $0.25
I think we need to follow the current bond market movements a little more closely. Specifically, the 10-year yields are a key area, around 3% for Japan and 4.8% for the US. This time, what's being priced in isn't just a bond sell-off originating from...
17 Aug 2026 1 minute read 0 comments Perfectionist25 $0.24
Nonfarm payrolls (NFP) is the number of jobs the US economy adds or loses in a month. July: −23 thousand. First negative month since February. But the real story is in the revisions. May and June were reduced by a total of 103 thousand. So the weaken...
