What you can see here is a tightening in liquidity. Now I look back pre COVID and I and I think well why why won we be going back to that level of liquidity. You can see in 2017 18 and 19 again those were the Trump years.We were we were doing just that. We were lowering the liquidity. Now in 2018 that was a big up year for the stock market.Uh I mean 2017 sorry 2018 and 19 those were weaker uh years for all kinds of financial assets. So when liquidity drives up financial markets struggle and I think that's p ...

Market Outlook & Economic Trends - Market reflects anticipation of a negotiated resolution to the government shutdown in the coming weeks [3] - Weak economic data suggests the Federal Reserve will likely implement a rate cut in December [3] - Cyclical sectors of the S&P 500 have experienced a significant collapse in relative price, nearing 35-year lows, indicating weakening economic conditions since the government shutdown [5] - Material stocks have plummeted since the shutdown, correlating with CPI inflation [6] - The economy is expected to slow, leading to broad easing from both monetary and fiscal authorities [9] Investment Strategy & Market Performance - Lower rates on short rates, lower bond yields, and a weaker dollar have been observed this year, alongside faster money growth [9] - High beta stocks, small-cap and micro-cap stocks, and international stocks are showing better results, reflecting policy changes [10] - Leadership is expected to emerge in high beta, small-cap, micro-cap, and international stocks [11] Economic Indicators & Concerns - ADP numbers are flat over the last 3 months [2] - Challenger layoffs have surged recently [3] - Consumer confidence is declining significantly [3]

Bitcoin is up 750% over the last 3 years (wow) as the Fed tightened monetary conditions.Fed Funds: 0.25% → 5.5% → 4.25%Balance Sheet: $9T → $6.5TNow that QT is ending and the Fed's policy rates are coming down to sub-3%, BTC now has the tailwinds of easing at its back. https://t.co/NbhLHz6A65Joe Consorti ⚡️ (@JoeConsorti):Bitcoin managed to rise from $18,000 to $126,000 as the Fed reduced its balance sheet.What do you think happens now that it's ending?🟢🟢🟢🟢 ...

🇺🇸 Fed chair Jerome Powell will give a speech tommorow at 12.20pm ET.Any mention of Easing will be bullish. https://t.co/Sqns303FtQ ...

Market Trends - Gold prices are near record highs [1] - Traders anticipate the US Federal Reserve easing monetary policy this week [1]

New Zealand’s central bank cut interest rates to a three-year low and signaled further easing, saying the economy has stalled https://t.co/ke0WMx1Ogt ...

Monetary Policy - China's central bank is holding back from aggressively easing monetary policy [1] - The central bank is refraining from interest-rate cuts [1] Economic Performance - China's economy recorded its worst month so far this year [1]

Monetary Policy - Norway's central bank holds rates [1] - The bank reiterates its plan to extend easing later this year [1] Previous Action - The central bank had a surprise rate cut in June [1]

Australia’s central bank decided that lowering interest rates for a third time in four meetings would not be consistent with its strategy of easing in a “cautious and gradual” manner https://t.co/KqFD5M8Q2B ...

Norway’s underlying inflation rate rose for the first time in four months, largely matching expectations and cementing the central bank’s outlook for more easing after the summer https://t.co/iXh6lhUVqs ...