Core Insights - The value of Bitcoin against gold is predicted to potentially decrease by 50%, with Bitcoin's value expected to drop from approximately 20 times that of gold to 10 times by 2026 [1][2] - The Bitcoin-to-gold ratio serves as an early warning indicator for recession risks, with a high correlation of 0.5376 between Bitcoin, stocks, and market volatility [2][4] - A decrease in Bitcoin's value relative to gold could lead to significant shifts in investment strategies, as both assets are viewed as alternative investments [3] Market Predictions - By 2026, Bitcoin is forecasted to be around $50,000, with core CPI easing toward 1%, oil prices near $40, and gasoline around $2 [3] - The current Bitcoin-to-gold ratio of 20x is at greater risk of declining toward 10x than increasing to 30x, indicating potential recessionary implications [2][3] Investment Implications - Investors should monitor the high correlation between Bitcoin, stocks, and market volatility, as changes in one could impact the others [4] - The anticipated decrease in Bitcoin's purchasing power compared to gold may prompt a reevaluation of investment strategies among investors [2][3]

Today on “The Intelligence”: why a dearth of recessions is worse news than you might think, whether to believe Airbnb reviews and what we learned at a turkey farm https://t.co/UtZr0PDKZK ...

Recession odds for 2026 are now at 25%. https://t.co/d7oCuYcEER ...

Key Takeaways TPB relies on habitual consumer products, helping support steadier demand during economic slowdowns.JNJ benefits from non-discretionary healthcare demand and a diversified pharma and medical tech portfolio.NEE blends regulated utility stability with long-term growth from renewables and energy infrastructure.As investors look ahead to 2026, caution is gradually replacing confidence. After an extended period of market strength, supported by innovation-led growth and steady consumer activity, exp ...

“When you go a very long period without recession, costs do begin to mount.” On “The Intelligence” @econcallum explains why uninterrupted economic growth is risky https://t.co/BEe6Wf3V8m ...

Coming to the economy. Investors are watching for signals from policymakers heading into a key year for the Federal Reserve, with a new chair expected to be announced soon. Cleveland Fed President Beth Hammack among those, preferring to hold rates higher for longer.Well, our next guest is taking the other side, voting for a 50 basis point cut at the Fed's last meeting. Joining us now is Federal Reserve Governor Stephen Myron. Very good morning to you, Stephen.Thank you so much for joining us. Good morning. ...

The price of bitcoin could surge past $170,000 in 2026 if the Federal Reserve loses control of the economy and reverts to aggressive stimulus, according to CoinShares' latest outlook report. The digital asset manager outlined three macro scenarios for next year. These included bitcoin price targets ranging from a low of $70,000 in a stagflation environment to highs above $170,000 if recession forces the Fed into panic-mode easing, according to the CoinShares Digital Assets 2026 Outlook report. The base case ...

The dollar index (DXY00) is down -0.30%, falling back from last Friday's 1-week high.  The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -50 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. The dollar is also under pressure as the Fed boosts liquidity in the financial system, having begun purchasing $40 billion a month in T-bills in mid-December.  The dollar is als ...

At the end of that speech at Columbia, you nodded to the fact that recessions are inevitable. Fed's job It's going to forestall them as much as they can. Policymakers, jobs or that.I'm very curious when you look at the labor market in particular, the rise that we've seen in the unemployment rate, that's kind of rise we've seen customarily before recessions. How do you assess the risk of there being a recession here in the near term when you look at the labor market, for instance. So I don't see a recession ...

Joining us now, Ed Yardeni, president of Yardi Research. What a year. We can start looking back at it.Um, all of the uh liberation day angst turned into >> a buying opportunity. Did >> indeed >> obviously >> we hear the this is the worst economy that the world has ever seen, although the stock market keeps hitting new highs. Correct.So, I don't >> Well, I mean, we we've had the most widely anticipated recession of all times. This didn't happen. I mean, how many years has it been now.>> Yeah. >> And the econ ...