"Is the Fed doing QE?""If this isn't QE, what is it?""What impact will this have on equities, gold, and Bitcoin?"Had the chance to speak with @LawrenceLepard about all of these questions and more.Give it a watch 👇Horizon (@JoinHorizon):“Gold leads, Bitcoin follows, and it follows harder.” – @LawrenceLepard– Why the Fed’s RMP is still money printing– How the four-year cycle is breaking down– When bitcoin could hit $250kWatch the latest episode of Over The Horizon ↓ https://t.co/Dg1HBgEFJk ...

Money managers are set to ring in the new year with resounding confidence about everything from economic growth to equities and commodities, according to a monthly poll by Bank of America https://t.co/teyNGHPQqv ...

Market Trend - Equities' further decline could precede a Bitcoin run towards $100k [1] Cryptocurrency - Bitcoin ($BTC) might experience a price surge before reaching $100k [1] Technical Analysis - Identifies "clean lows" as potential support levels for equities [1]

If equities fall further there are some clean lows here we could see $BTC run before the move towards $100k. https://t.co/OctqHNYCpT ...

Core Viewpoint - Ben Bennett, L&G's Asia head of investment strategy, provides insights on the performance outlook for Chinese and US markets leading into 2026 [1] Group 1: Market Performance Insights - The discussion focuses on the potential trajectories of the Chinese and US markets, highlighting key factors that may influence their performance [1]

Market Performance - Saudi Arabia stocks significantly underperformed compared to the strong resurgence of emerging-market equities [1]

Job Market - Fed leaders anticipate more economic growth in 2026 and stable unemployment levels, but express concerns about slowing labor demand and participation. Lower rates could help stimulate hiring [2] - Fed Chair Powell noted that chatbots are not yet replacing jobs, despite some high-profile layoffs in Corporate America. Overall layoff rates remain relatively low [3] Inflation - Inflation remains slightly above the Fed's 2% target, with limited data available due to the government shutdown. Lower rates could risk rising consumer prices, but Powell indicated that strong consumer spending is currently driving inflation, primarily influenced by tariff policy rather than broad economic weakness [4] Markets - Despite a hawkish rate cut, markets rallied sharply, with the S&P 500 nearing a record close and the Dow gaining almost 500 points. Factors from the meeting contributed to increased investor bullishness [5] Future of the Fed - With Powell's term ending in May, a successor will be named in January. Powell aims to leave the economy in good shape, targeting a return to 2% inflation and a strong labor market. Significant division among Federal Open Market Committee members was noted, with three dissenting votes, indicating ongoing tension between employment and inflation risks [6] - Powell emphasized that discussions within the Fed are constructive and respectful, and indicated that a rate hike is not anticipated in the near future. The focus remains on strengthening the economy rather than solely combating inflation [7]

Investment Policy Update - India's pension regulator has broadened investment opportunities for National Pension System (NPS) fund managers [1] - The update allows deeper participation in equities, bonds and alternative assets [1] Regulatory Impact - The update represents a sweeping change to investment norms [1]

Professor Coin: When Bitcoin Sneezes—How Crypto and Equities Caught the Same Cold► https://t.co/WPzK392fc6 https://t.co/WPzK392fc6 ...

Core Insights - The relationship between cryptocurrencies and equities has evolved from being perceived as uncorrelated assets to being recognized as interconnected, particularly during periods of market stress [2][3][4]. Group 1: Historical Perspective - Initially, Bitcoin was viewed as a diversifier, with early studies indicating minimal exposure to traditional financial risks [2]. - Recent literature indicates that cryptocurrencies are now closely linked to equity markets, especially during significant macroeconomic and geopolitical events [4]. Group 2: Recent Findings - A survey by Adelopo et al (2025) highlights time-varying and non-linear relationships between cryptocurrencies and stock markets, with stronger connections during crises like COVID-19 and the Russia-Ukraine war [4]. - Research by Umar et al (2021) and Frankovic (2022) shows that technology and blockchain-linked stocks are significantly affected by cryptocurrency price movements, indicating that equities serve as a transmission channel for crypto risk [5]. Group 3: Evidence of Interconnectedness - Vuković (2025) demonstrates that negative shocks in the cryptocurrency market can adversely impact stock markets, bond indices, and exchange rates globally [6]. - Ghorbel et al (2024) find that cryptocurrencies have become significant transmitters and receivers of shocks, particularly during turbulent market conditions [6]. - Lamine et al (2024) reveal dynamic risk spillovers from cryptocurrencies to U.S. and Chinese stock markets, especially during high-volatility episodes [6]. - Sajeev et al (2022) document a contagion effect of Bitcoin on major stock exchanges, indicating a correlation between cryptocurrency volatility and stock market performance [6].