Bitcoin Market Analysis - Discusses reasons for Bitcoin's price decline [1] - Explores the relationship between Bitcoin and money supply [1] - Analyzes future trajectory of Bitcoin [1] - Examines Bitcoin as a consensus trade [1] US Economic Outlook - Considers feedback from Jerome Powell and Jackson Hole [1] - Assesses the situation with Lisa Cook and its implications [1] - Discusses the pressure from the White House [1] - Explores predictions for the next 10 years of the US economy [1] - Questions whether Powell will cut interest rates [1]

Market Trends - Goldman Sachs indicates a "Goldilocks summer" is ending [1] - Rising concerns about the US economy are disrupting market stability [1]

New York Fed President John Williams said the US economy’s neutral interest rate may not be much different than before the pandemic, given the structural factors that have kept a lid on rates haven’t gone away https://t.co/7g44zxbXeu ...

Economic Outlook - Uncertainty surrounds the trajectory of the US economy [1] Monetary Policy - Disagreements are emerging among Federal Reserve policymakers regarding the appropriate course of action [1]

FX Market Drivers - The FX market in the first half of the year was driven by perceived capital flows [1] - The market is uncertain but aware of the significant investment in US equities and treasuries, making returns vulnerable if the economy slows [2] - The market is confused about the short-term rate story, focusing on whether the US economy is slowing slightly or facing a more significant slowdown [2] US Dollar and Economic Data - The market is overreacting to macroeconomic data, anticipating overreactions to data releases in September [3] - The "sell dollar, sell the United States" trade has plateaued, shifting towards a landscape of nuanced reactions to each data point [4] - The data will determine if the US economy is slowing significantly [4] Currency Movements and Economic Impact - Rapid currency movements, like the Euro-Dollar increase from 102 to 118, trigger reactions from inflation-targeting central banks and the economy [5] - The future Euro-Dollar rate, potentially reaching 125 or remaining at current levels, depends on the extent of the US economic slowdown in the next three months [6] - A repeat of soft payroll numbers could lead to a further 5-10% dollar weakness [6][7] - A gentle easing in US growth may not justify significant dollar weakness if the inflation impact from tariffs is limited [7]

Is it for $DOG too? Or army keeps strong no matter what 🤝THE HUNTER ✴️ (@TrueGemHunter):Very important week for 2025 is here, what will happen this week:EU and Trump meeting about peace deal with Russia, situation is not cleared..Fed Powell's upcoming speech, it can say a lot about upcoming drive for the US economy and disturb whole marketsA lot is coming 👀 ...

RT THE HUNTER ✴️ (@TrueGemHunter)Very important week for 2025 is here, what will happen this week:EU and Trump meeting about peace deal with Russia, situation is not cleared..Fed Powell's upcoming speech, it can say a lot about upcoming drive for the US economy and disturb whole marketsA lot is coming 👀 ...

Very important week for 2025 is here, what will happen this week:EU and Trump meeting about peace deal with Russia, situation is not cleared..Fed Powell's upcoming speech, it can say a lot about upcoming drive for the US economy and disturb whole marketsA lot is coming 👀 ...

AJ Antoni’s nomination to head the BLS illustrates the twin perils facing the US economy, says @keds_economist: the coming slowdown, and a party that refuses to acknowledge it (via @opinion) https://t.co/xPXnvbRbvZ ...

Goldman Sachs has returned to a preference for investment-grade dollar bonds over high-yield debt in Asia, citing worries about the US economy and expectations of a growth-friendly Federal Reserve https://t.co/TfOrGbnenB ...