Macro
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
The report from S&P Global attempts to uncover some of crypto’s biggest macro drivers
Hard landing, soft landing… What really matters is the monetary policy lag, argues Julian Brigden
Certain on-chain metrics show signs of a macro bottom in November 2022 for digital assets based on historical precedents
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
Eric Basmajian shares how he forecast the economic slowdown and potential solutions to the growth problem
Russell Clark explains his macro framework for viewing the world, what the war in Ukraine means for food, and more
Neil Howe explains the cyclical nature of history and what those cycles tell us about America’s next rendezvous with destiny
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
Anonymous analyst Mr. Blonde joins Mike to share his perspective on whether the Powell Pivot will happen again
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
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
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
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
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.
Institutional investors may have already locked in gains for the year, but analysts are bullish that 2022 will bring more lucrative returns
The Fed looks to tighten monetary policy in the face of high inflation, BTC price action may be foreshadowing a Fed policy error.
BTC and ETH see their strong momentum stall on hawkish remarks from Jerome Powell, Janet Yellen provides clarity around ‘broker’ definition.
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.
Many are worried that inflation will damage the value of treasury bonds. Not Eric Basmajian.
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