Emily You know, clearly crypto is still still a kind of niche part of the market, even if Main Street is adopting it to some extent. Bitcoin is worth the one and two thirds trillion dollars though, so you can't really look away. And it represents animal spirits.You know, I guess your risk aversion pretty well. What do you think about the fact that we've gone from 126 on Bitcoin down to 84 in like a month. Yeah, we would say, Matt.Don't get too sentimental about sentiment. And Bitcoin is the poster child for ...

Market Analysis - Housing and labor market weaknesses are beginning to negatively impact each other [1] Monetary Policy - The Federal Reserve should not delay further interest rate cuts [1]

China dashed forecasts for rate cuts, says @Moss_Eco. So take the PBOC's latest missive with a grain of salt (via @opinion) https://t.co/WWbksRxfTu ...

Bitcoin attempts 'fragile lift' as Fed signals patience on rate cuts https://t.co/eGycW9UTJP ...

Bitcoin extends losses below $89,000 as Fed minutes outline two-sided risks, no preset path for rate cuts https://t.co/OFfJQ232lI ...

Private credit is booming, but it's not without risk. Ares Management's Raj Dhanda says this is the moment when experience matters most. From underwriting discipline to navigating rate cuts and illiquidity risk he joined Bloomberg Open Interest to break down how Ares is positioning for the next phase of the credit cycle, and why he thinks private markets still have plenty of upside. ...

Bitcoin, it briefly dipped below 90K, but it's back around $93,000. It's down about 10% in just one week. It's now negative for the year.Is this the bottom or are we headed lower from here. Joining me now is Cosmo Jang, general partner at Panta Capital. Cosmo, it's great to have you on.>> Hi, Morgan. Thanks for having me. >> Is this crypto winter coming early here.>> Look, we just had a long six-month rally, so some consolidation I think is very reasonable. Crypto tends to have these characteristics of risk ...

Market Trends & Drivers - Precious metals have surged this year, with gold rising about 55% and silver surging about 75% [1] - The rally in precious metals is driven by concerns about the future of the dollar, geopolitical instability, stretched stock market valuations, and expectations for rate cuts by the Fed [2][3] - Silver reached a new all-time high last week and surpassed a decades-old record last month [4] - Silver was trading at a premium in London over New York prices due to an unprecedented drop in inventories [4] - India and China are the largest consumers of silver for industrial use and jewelry [7] Silver's Industrial Applications - Silver has significant industrial uses in electronics, solar panels, and medical devices [5] - Silver is an excellent conductor of electricity and is used in circuit boards, switches, electric vehicles, and batteries [5] - Rising demand and stagnant supply have amplified silver's price rise [6] ETF Performance & Characteristics - iShares Silver Trust (SLV) is the largest silver ETF with 25 billion in assets under management and a 50 basis points expense ratio [8] - abrdn Physical Silver Shares ETF (SIVR) is a cheaper physically backed silver ETF with 37 billion in assets and a 30 basis points expense ratio [9] - Global X Silver Miners ETF (SIL) tracks companies involved in silver mining with 37 billion in assets and a 65 basis points expense ratio [10] - iShares MSCI Global Silver and Metals Miners ETF (SLVP) holds companies involved in silver exploration or metals mining with 585 million in assets and a 39 basis points expense ratio [10] - iShares MSCI Global Silver and Metals Miners ETF (SLVP) is up about 140% year to date, while Global X Silver Miners ETF (SIL) is up about 115% [12]

Canada inflation cooled by less than expected last month, supporting the Bank of Canada's move to the sidelines after back-to-back rate cuts. https://t.co/CFnyGIs4ta ...

Royal London Snapped Up Gilts in Rout With Eye on BOE Rate Cuts https://t.co/7HcX7kBIEb ...