2025 rate cut odds:
from just ONE 2 weeks ago to MORE THAN TWO now... Source: zerohedge
More Year 1 seasonality...
March-August pretty solid, on average. SPX 1929-2021 Suttmeier BofA. Source: Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi
Uranium reserves by country.
Source: Rick Rule Rhetoric
Bitcoin under $90k...
here's a compilation of the best crypto liquidation memes on X
It's the liquidity stupid...
Bitcoin $BTC is finally catching up with the drop of liquidity (with a 10 weeks lag). The good news is that Global M2 is accelerating again (but due to the lag risk assets should resume uptrend later on - all other things being equal of course...) Source: Bloomberg, Joe Consorti
The Trump 1.0 put was on equities $SPY
Will the Trump 2.0 put be on us treasuries $TLT ??? Source: Geiger Capital @Geiger_Capital on X, Bloomberg
MAGNIFICENT 7 ENTERS CORRECTION TERRITORY
The equal weight Magnificent 7 index is now down 10% off its most recent All Time Highs the technical definition of a Correction - Bloomberg (Magnificent 7 = Apple, Nvidia, Microsoft, Amazon, Google, Meta, Tesla) Source: Bloomberg, Evan
Crypto taxation around the world 🌎
Source: Blossom @meetblossomapp, Visual Capitalist
