The White House just dropped a bombshell—hefty tariffs on Canadian fertilizer might be coming soon. This could shake up agricultural commodity prices and ripple through inflation metrics.

G7 finance chiefs just wrapped a closed-door session on critical minerals and export controls. The timing's interesting—these resources power everything from chip manufacturing to mining rigs. When major economies start drawing lines around material flows, it usually ripples through tech supply chains. Worth watching how this plays into hardware costs and geopolitical positioning in the months ahead.

Trump just dropped a hint that could shake things up. Word is, China might ramp up trade flows with the U.S. — and if that plays out? Markets could catch a serious tailwind.
Think about it. Easing tensions, more goods moving across borders, supply chains breathing easier. That's the kind of macro shift that doesn't just tickle sentiment — it moves capital. Risk-on vibes tend to ripple through everything from equities to crypto when global trade picks up steam.
Still early. But if this actually materializes, we might be looking at a broader bullish setup across asset classes.

Word coming in: The administration plans to redirect a slice of tariff revenue straight to farmers. Policy shift worth watching for macro implications.

The White House just dropped a major policy move this afternoon. They're redirecting a slice of tariff revenues—we're talking hundreds of billions collected—into a $12 billion relief package specifically for American farmers. It's a calculated play: using trade war proceeds to cushion the agricultural sector that's been hit hardest by retaliatory measures. The announcement signals how tariff income is being weaponized not just as trade leverage, but as a domestic economic stabilizer. Markets are watching closely to see if this sets a precedent for other sectors demanding their cut.

Breaking: The U.S. Department of Labor just scrapped the October PPI inflation report without warning. No official explanation yet on why they're pulling economic data that traders were counting on. This kind of move rarely happens and could signal some messy revisions coming down the pipeline. Markets hate uncertainty, and canceling scheduled data drops definitely qualifies.

Think earning six figures means financial security? Think again.
Recent data reveals a shocking reality: 61% of those pulling in $100K+ are juggling side hustles just to keep their heads above water. Over half (53%) are liquidating personal belongings. Then it gets darker—41% are literally skipping meals to cut costs, while another 41% have resorted to renting out chunks of their homes. Nearly two in five (38%) are staring down debt consolidation or bankruptcy.
We're watching the supposed "comfortable class" scramble harder than ever. The gap between income and actual purchasing power? Widenin

Swiss central bank's policy trajectory looks set for an extended pause. Economic analysts are projecting the benchmark rate will stay anchored at zero all the way into 2026. What's more telling? The consensus view rules out any return to negative territory—a notable shift from the SNB's previous playbook. This stance reflects cautious optimism about inflation normalization, though it keeps Switzerland's monetary environment distinctly dovish compared to other major economies still navigating rate adjustments.

Legendary investor Ray Dalio just dropped an interesting take—he's calling the Middle East the new 'Silicon Valley of capitalists.' Pretty bold statement considering how much capital is flowing into that region lately. Could be signaling a major shift in where the smart money sees opportunities.

Back in mid-September last year, the Fed kicked off its cutting cycle with a bold 50 basis point slash, dropping rates from 5.5% down to 5.0%. That was the signal everyone had been waiting for.
But here's where it gets interesting. Since that September 18th move, the bond market hasn't exactly played along with the script. Short-term yields? They've cooperated—1-year bonds dipped from 3.98% to 3.59%. Makes sense when rates are falling.
The longer end though? Completely different story. 10-year yields climbed from 3.71% all the way to 4.15%. And the 30-year? Shot up from 4.03% to a hefty 4.80%.

London summit today marks something bigger than headlines suggest. European powers are sketching out contingency plans, recalibrating their stance on the conflict independently. The shift hints at a structural change in transatlantic dynamics that could ripple through risk markets.

Prices keep climbing while wallets keep shrinking. The math doesn't add up, so 60 million Americans are plugging the gap with "Buy Now Pay Later" schemes. The scary part? Nine out of ten users are either barely starting out or already struggling financially.
We're watching the same movie from 2008, just with a different script. Consumer debt is quietly building into something ugly.

Buckle up—the next few weeks are gonna be wild. A bunch of major macro events are lining up, and honestly? They'll probably set the tone for all assets in the coming months.
That's exactly why we're staying 100% liquid right now. Playing the volatility game instead of getting locked into positions.
Btw, first five months performance sits at +0.29%. Not flashy, but we're playing it smart while everyone else is freaking out.

Rick Rieder from BlackRock made some interesting observations. Hiring numbers in the US have almost come to a standstill. In light of this data, he says the Fed needs to lower interest rates to the 3% level at a much more aggressive pace. There is also an expectation of a massive capital inflow on the artificial intelligence front. These are critical indicators for the markets.

November housing numbers tell an interesting story. The U.S. market held its ground, but something's brewing beneath the surface. Affordability? It's now the main character.
Sellers are pulling listings when offers fall short. No compromises, just waiting it out. Meanwhile, buyers are playing geography—hunting down what some call "refuge markets" where prices still make sense.
The squeeze is real. When housing costs climb, people shift strategies. It's not panic, just recalibration.

This week's Fed meeting on December 10th could be a game-changer. Here's my take: we're staring down the barrel of a 24-month quantitative easing cycle—exactly the kind of party Bitcoin loves to crash.
Why does this matter? Simple. When central banks open the floodgates, liquidity doesn't just trickle—it pours. And where does that river of capital flow? Straight into risk assets. BTC has historically thrived in these low-rate, high-liquidity environments.
The setup is almost too perfect. If the Fed pivots as expected, we might be witnessing the starting gun for one of the most favorable macro

U.S. Bureau of Labor Statistics just dropped a bombshell - they're skipping October's Producer Price Index release. No PPI data this month. This is unusual since PPI numbers typically move markets, especially for risk assets. Traders were expecting this data to gauge inflation trends, but now we're flying blind on wholesale price pressures. Could mean data quality issues or revisions coming. Either way, one less macro indicator for the crypto market to react to this cycle.

Something's off in the American economy right now. Even with inflation holding steady, households are growing increasingly gloomy about their money situation. Latest data from November paints a contradictory picture—prices aren't spiraling, yet financial confidence keeps sliding. That gap between stable CPI numbers and deteriorating sentiment? It's the kind of disconnect that often signals deeper currents beneath the surface. Worth watching how this plays into risk appetite across all asset classes.

November numbers just dropped: exports from the mainland jumped 5.9%. The twist? Growth came almost entirely from expanding partnerships beyond American borders. Manufacturers aren't waiting around—they're aggressively pivoting to new markets as Washington keeps tariff barriers sky-high. Classic supply chain chess move.

Market observers have spent months calling for dramatic price surges that never showed up.
The narrative shifted constantly:
"Any day now" they said in June.
"Inevitable" was the August forecast.
"Can't last much longer" became today's refrain.
Meanwhile, actual data tells a different story. Purchasing power metrics show steady recovery from previous inflationary pressures. The trajectory remains consistent with expectations—no sudden shocks, no runaway escalation.
What's interesting here? The gap between prediction and reality. Markets hate uncertainty, but they hate inaccurate forecasting ev