It all comes down to market expectations.
This episode is sponsored by Nexo, Abra and FTX US.
Markets have been nervous since last week’s FOMC meeting minutes revealed the Fed was considering early “balance sheet normalization” or quantitative tightening. At yesterday’s confirmation hearings, Fed Chair Jerome Powell tried to soften the Fed’s stance on QT, s ... Show More
Yesterday
Could Wisconsin Strip Your Voting Rights for Using Prediction Markets?
On CoinDesk's The Policy Protocol, Renato Mariotti is joined by guest host Ari Redbord, Global Head of Policy at TRM Labs, for a conversation on the politics of the CLARITY Act, the state-vs-federal fight over prediction markets, and Wisconsin's invocation of an 1849 law that cou ... Show More
25m 51s
Jan 2022
The Macro Battle That Will Shape Crypto Markets This Year
This episode is sponsored by Nexo, Abra and FTX US.
Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative tightening). In today’s ... Show More
20m 33s
Jun 2022
What a More Aggressive Fed Means for the Housing Market
This episode is sponsored by Nexo.io, NEAR and FTX US.
On this episode of “The Breakdown,” NLW looks at the Federal Reserve’s increasing hawkishness on inflation. He explains how market expectations around Fed interest rate raises have shifted, and also explains how the mo ... Show More
16m 38s
Jul 2021
Bitcoin Reclaims $30K as the Macro Discussion Shifts From Inflation to COVID-19 to Growth
Bitcoin is up just over 7% in the last 24 hours, following its first close below $30,000 since New Year’s Day. On this episode of “The Breakdown,” NLW proposes possible explanations for this reversal, including:
Competing concerns of Inflation and slow post-COVID recovery
Inst ... Show More
12m 47s
Feb 2022
What's More Important: BlackRock Trading Crypto or 7.5% Inflation?
This episode is sponsored by Nexo, Arculus, FTX US and MELD.com.
Today Twitter was alight with discussion of the biggest inflation print since 1982. With 7.5% inflation, a hike of 50 basis points is looking more and more likely in March. This should be bad news for risk assets. ... Show More
15m 20s
Dec 2021
Crypto Update 12/16/21 | Anonymous Crypto Donors Are Changing Philanthropy
With crypto traders on the edge of their seats as the Federal Reserve meets, Market's Daily is back with another crypto news roundup.
This episode is sponsored by Kava, Nexo.io and Market Intel by Chainalysis.
Today's Stories:
Bitcoin Holds Steady as BOE Hikes Interest Rate, EC ... Show More
9m 54s
Aug 2022
Sucker’s Rally or the Worst Is Over?
This episode is sponsored by Nexo.io, Chainalysis and FTX US.
In today’s episode, NLW looks at June and July as paired months that remade the market landscape. He looks at market data, key events in crypto and key events in macro to paint a picture of where things stand heading ... Show More
18m 17s