Navigating The Market Between Central Bank Interventions

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	Forwarded this email? Subscribe here for more Bitcoin's Place In The Big Picture Navigating The Market Between Central Bank Interventions Ecoinometrics Oct 28 ∙ Preview   READ IN APP   Macro has been tricky to read this year. We're getting mixed signals from the data. While headline inflation is down, core inflation remains sticky. The unemployment rate jumped then stabilized. And expected rate cuts? They're fewer than initially thought. In times like these, the smartest move is often to do nothing and keep your eyes open. But to do that we need to keep our focus on what truly drives Bitcoin's value long-term. Let's break this down. The Ecoinometrics newsletter gives you insights from crypto and macro data to help you make better investment decisions.  We spend hours every day gathering data, creating metrics and bringing them to life with data visualizations that allow you to quickly get to the heart of things. We then distill all that knowledge in each issue of the newsletter with less words and more charts so that you get insights, direct to the point, in five minutes or less. Join more than 25,000 investors here: Upgrade to paid Done? Thanks! That’s great! Now let’s dive in. Bitcoin's Place In The Big Picture The Takeaway The bond market is sending us clear signals about rates, and they're not what investors hoped for.  Core inflation remains sticky and the labor market resilient. This points to higher rates lasting longer than expected. Meanwhile, the government faces a growing challenge with its debt burden. Interest payments are rising fast, creating an unsustainable situation. But Bitcoin investors shouldn't wait for the next monetary intervention to build their position.  Our analysis shows Bitcoin has delivered solid returns even during periods of normal monetary conditions. The key is understanding how current market dynamics fit into the bigger picture. The Bond Market Is Adjusting To The New Reality... Continue reading this post for free in the Substack app Claim my free post Or upgrade your subscription. Upgrade to paid   Like Comment Restack   © 2024 Ecoinometrics 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe