RT Token Terminal 📊 (@tokenterminal)Stablecoins amount to 1.1% of the US dollar supply.Many stablecoin startups will contribute to this ratio getting closer to 100%. https://t.co/XmWxj7sYUP ...

Stablecoins amount to 1.1% of the US dollar supply.Many stablecoin startups will contribute to this ratio getting closer to 100%. https://t.co/XmWxj7sYUP ...

RT Paul Warren (✖,✖) (@4ormund)how i read this as an internet pony- US dollar on top, @stable_summit on top- unauthorized secondaries on private stock are in (let's see if it sticks)- @sandeepnailwal back in the ring- NFTs on somewhere else (@monad_xyz , @AbstractChain )- crypto has caved to / is meeting tradfi in the middle- i was sidelined from incredible views (probably too hot) ...

Let's talk markets now with Joe Amato, president and chief investment officer at Newberger Burman, which has $515 billion dollars in assets under management. Joe, great to have you with us. Morning.Good to be here. Obviously, you know, second half there, you you take a look at what you should be doing with your own portfolio and a lot of people are wondering and and what happened yesterday's market was really interesting because it was like July 1 hit and there was just a rotation out of the higher multiple ...

July 1, 2025 05:22 PM GMT G10 FX Strategy, US Economics and Equity Strategy What Does USD Weakness Mean for the US? Contrary to many investors, we think that USD's weakening trend is at the intermission, not the finale. What are the broader economic and market implications of a net 20% USD decline as we expect? Key Takeaways Please add me to your distribution list. | M | | | | --- | --- | --- | | | | Global Idea | | July 1, 2025 05:22 PM GMT | | | | G10 FX Strategy, US Economics and Equity Strategy | Morgan ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha June 29, 2025 06:00 AM GMT Sunday Start | What's Next in Global Macro M Global Idea Are Foreign Investors Fleeing US Assets? Investment flows, both from and into US assets, were a key theme in our client conversations in multiple meetings across the pond last week. While many questions concerned the tax provisions under Section 899 proposed in the One Big Beautiful Bill Act, which have since been removed, the subtext was clear – are investors, particularly foreign investors, ...

The US dollar index tumbled in the first six months of the year, posting its worst first-half performance since 1973 when Richard Nixon was president https://t.co/SZXdBYJA4V ...

Welcome back. The S&P 500 NASDAQ hitting record highs this morning as we close out the first half of the year. Joining us now, Apollo global management chief economist Torson Sllock to give his outlook for the economy in the second half of the year.Torson, very good morning to you. Good to see you. Thanks for having me.Um, just that snapshot on what we learned there from Kevin Hasset and the developments over the weekend. Is is your expectation that the big beautiful bill ultimately does whether it's this w ...

The pound is poised for its best first half since 2009 thanks to the US dollar’s dramatic weakening https://t.co/4fVSi0QQ2j ...

If you're a US investor, U.S. equity markets are starting to look a little bit more rosy. We're on a decent roll. We're back.We've bounced quite strongly off the earlier lows. But if you're a European investor, the picture looks very different. How do I think about this. How are you thinking about this.Do you think this equity market rally has got legs. Well, I do think that the equity markets are looking a bit frothy guy, because, you know, since April we have bounced hard, as you mentioned. And if you loo ...