Macro
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Economic indicators have nudged the yields on US Treasuries higher as investors factor in the likelihood of further monetary policy tightening by the Federal Reserve
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The report from S&P Global attempts to uncover some of crypto’s biggest macro drivers
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Hard landing, soft landing… What really matters is the monetary policy lag, argues Julian Brigden
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Certain on-chain metrics show signs of a macro bottom in November 2022 for digital assets based on historical precedents
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The price of CVX has cratered from nearly $40 in April to under $4, and the flood of tokens ought to make it fall further
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Eric Basmajian shares how he forecast the economic slowdown and potential solutions to the growth problem
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Russell Clark explains his macro framework for viewing the world, what the war in Ukraine means for food, and more
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Neil Howe explains the cyclical nature of history and what those cycles tell us about America’s next rendezvous with destiny
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Leland Miller joins Mike to discuss what is potentially the peak of China’s growth, taking a deep dive into how they got there and what the future may hold
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Anonymous analyst Mr. Blonde joins Mike to share his perspective on whether the Powell Pivot will happen again
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Jurrien Timmer and PlanB join Mike Ippolito to look at the macro forces driving current markets and what that means for bitcoin as it enters a geopolitical landscape
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Alex Gladstein, Greg Foss and Jeff Booth return to “On the Margin” to give a thorough rundown of the Freedom Convey Protests and how Bitcoin factors in
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Charles Edwards joins “On the Margin” host Michael Ippolito to discuss his macro outlook for 2022, crypto and bitcoin as a value versus momentum play
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Dan Tapiero and Dan Morehead join “On the Margin” host Michael Ippolito to discuss crypto, its growing mainstream adoption and their outlooks for both the macro and crypto spaces
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Jordi Alexander and Checkmate examine structural trends and forces that will be driving crypto in 2022, making some observations and asking questions about crypto itself.
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Institutional investors may have already locked in gains for the year, but analysts are bullish that 2022 will bring more lucrative returns
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The Fed looks to tighten monetary policy in the face of high inflation, BTC price action may be foreshadowing a Fed policy error.
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BTC and ETH see their strong momentum stall on hawkish remarks from Jerome Powell, Janet Yellen provides clarity around ‘broker’ definition.
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BTC, ETH and LUNA lead the rebound in digital assets after a large post Thanksgiving day sell-off induced by fears of a new Covid-19 variant.
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Many are worried that inflation will damage the value of treasury bonds. Not Eric Basmajian.
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