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It's a Bull Market, You Know: TBL Weekly #127

Nik Bhatia and Augustine Carrasco

Feb 1

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Good morning Readers!

With January a wrap, we had to peek at the monthly candles. Bitcoin and the S&P 500 both look strong, so we start there and back into the narratives. This week’s market action did not disappoint, featuring a tech route, AI reexamination, a Fed meeting, tariffs on China, Mexico, and Canada, tariffs proposed for Europe (!!), and a head-spinning number of topics to analyze. In today’s TBL Weekly, we will cover:

A TBL Liquidity update
Sustained bullishness in risk assets
US dollar geopolitics
US rates and conditions for credit expansion
FOMC shows its hand

So, without further ado, grab a coffee, and let’s dive into TBL Weekly #127

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Weekly Analysis

TBL Liquidity...

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