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Economy
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Central-banks
Inflation
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Macro
Americas
The Fed Cannot Cut, Cannot Hike, and Cannot Explain Why.
Economy
Europe Was Told the Energy Crisis Would Be Targeted and Temporary. The Commission Just Blocked the Only Tool That Could Make It So.
Americas
American Consumer Confidence Has Fallen Below the Level That Preceded Every Recession Since 1978
Economy
Japan Asked the IEA for More Oil. The First 400 Million Barrels Lasted Three Weeks.
Stocks
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Earnings
Tech
Stocks
The STOXX 600 Lost 8 Percent in Five Weeks. The Recovery Trade Is Collateral Damage.
Stocks
Apollo Told Investors They Can Have 45 Cents. The Other 55 Cents Are Stuck Inside a War.
Stocks
Four Weeks Down. No Floor in Sight.
Stocks
A Jury Just Told the World’s Richest Man That His Tweets Have Consequences. The Fine Won’t Matter. The Precedent Will.
Forex
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Emerging
Majors
Europe
EUR/USD Lost Four Cents in Two Months. The ECB Just Told You It Cannot Get Them Back.
Americas
Three Americas Currencies. Three Unrelated Bets. Zero Overlap.
Americas
The Fed Decides at 2pm. The Dot Plot Decides the Rest of Your Quarter.
Americas
DXY Topped 100. The Dollar Isn’t Strong. It’s Just the Last Man Standing.
Crypto
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Altcoins
Bitcoin
Regulations
Americas
The Only Person in the White House Who Understood Crypto Just Lost His Desk
Crypto
An Eye Drop Company Just Bought 8.78% of a DeFi Protocol. The Ticker Changes April 3.
Crypto
Coinbase Just Let Non-US Traders Long Apple at 10x on a Saturday Night. Wall Street Can’t Do That.
Crypto
Strategy Owns 761,000 Bitcoin and Still Thinks That’s Not Enough
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David Sacks
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