Monetary expansion

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X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-17 11:22
Macroeconomic Analysis - Macroeconomic data suggests a clear path for central banks, with CPI & PPI showing no significant change [1] - Annual revision of job data reveals a drop of 911,000 jobs, the largest in history [1] - The fund suggests that monetary expansion and rate cuts are likely as the FED aims to stimulate the economy and prevent a recession [1] Investment Strategy - The fund indicates that this environment is typically favorable for risk-on assets [2] - The fund continues to seek opportunities in the markets through ETH and Altcoins [2]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-09-15 14:30
This week is likely going to be a big milestone for macro directions on the markets.I assume we're close to the peak on Gold & about to see a strong run on the markets.Atleast, we'd be happy with high volatility as that would generate us a positive return on our assets.Until now, 12.21% return on the fund in the first two months and expect to have a positive return in September as well.Interested?Feel free to reach out: https://t.co/w1z0rVfJgoMN Fund (@MNFund_):Last week, macroeconomic data provided a clear ...