Macro Video Breakdown: Stocks, Bitcoin, Interest Rates and Volatility
The global macro view
Hey everyone,
I did a macro video breaking down my thoughts on Stocks, Bitcoin, Rates and Vol:
Shout out to
, , and in the video. Check out their work!See the interest rate report I did here:
Interest Rate Report: Volatility!
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Hello everyone, The most recent CPI print has caused a significant change in markets that needs to be contextualized correctly. Cross-asset volatility has increased as positioning is shifting. The S&P500 broke the 5200 level and the macro moves are only just beginning. No one is ever prepared for macro vol because they are so focused on their individual…
Trades:
2-year yield report:
Identify tensions and dynamically adjust your view of the probable outcomes
Going through the video now - one quick feedback can consider is close/minimize the home page on the right so it's easier to focus on the left side of charts! I couldn't really zoom in on my laptop to see more clearly
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