Forward Guidance

AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup

Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows

Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup

LTCM Co-Founder on Risk, Leverage & Simplicity | Victor Haghani

America’s Two-Tier Economy Is Breaking Down | Weekly Roundup

The Next Chapter For Blockworks | Empire

The Fed's Hawkish Cut & The Financial Hunger Games | Weekly Roundup

Deficits Are Forcing the Fed Back Into Expansion | Lyn Alden

How Financialization Broke Markets & Hollowed Out America | Weekly Roundup

Institutional Demand for Crypto is Accelerating | Matt Hougan

Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup

Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park

The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup

The Recession Has Already Started | George Robertson

This Bull Market Has Legs | Weekly Roundup

Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg

Economic Reacceleration or Growth Scare? | Weekly Roundup

Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes

Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup

Energy & Trade Wars Are Rewriting the World Order | Helen Thompson

The Data Is Screaming Two-Speed Economy | Weekly Roundup

Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth |  Bob Diamond & David Schamis

The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup

Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk

The Post-Summer Market Rotation is Here | Weekly Roundup

Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello

Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup

Crypto Credit Markets Will Rewrite Risk Management | David Grider

Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup

Should We Be Worried About Jobs Report Revisions? | Guy Berger

The Financial Repression Endgame | Weekly Roundup

Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan

Will Market Euphoria Cool Off In August? | Weekly Round-Up

Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot

The Fed Is Fueling A New Inflation Wave | Danny Dayan

Welcome to Peak Monetary Policy Theater | Weekly Roundup

Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig

The Great Ponzi-fication Of Markets | Weekly Roundup

We’re Entering The Final Phase Of Fiscal Dominance | David Beckworth

The Only Assets That Beat Fiat Debasement | Raoul Pal & Julien Bittel

Unpacking The Crypto Treasury Meta

All Roads Lead To Debasement | Weekly Roundup

Bringing The Long Tail Of Markets Onchain

The Stablecoin Future, Macro Moves & Big Tech Embracing Crypto | Permissionless IV Recap

The Fed’s New Mandate Is Financing The Deficit | Weekly Roundup

DeFi Lending Will Eat Wall Street By 2030 | Sidney Powell

The Fed Is Still Choosing to Be “Late” On Rate Cuts | Weekly Roundup

Empire | Introducing the Token Transparency Framework

Market Infrastructure Is Being Rebuilt on Blockchain | Vishal Gupta

The Unwinding Of The Global U.S Dollar Trade | Weekly Roundup