Economic Stimulus - Government plans stimulus for domestic tourism [1] Industry Impact - Tourism industry aims to lift an economy hit by US tariffs [1] - Tourism industry aims to lift an economy slumping foreign arrivals [1]

Federal Reserve Chair Jerome Powell hinted the central bank could be approaching the end of a more than three-year campaign to shrink a portfolio of Treasury securities it acquired to provide stimulus after the 2020 pandemic https://t.co/IBX03CdQK2 ...

Market Outlook - The market is currently in a bubble, with a parabolic leg approaching, and Q4 will offer a preview of more significant activity expected next year [1] - This bubble is driven by narratives of debasement and AI, operating on fear rather than hope, pushing investors to buy gold/BTC and gain AI exposure [2] - The narratives haven't fully permeated society, but are expected to [2] - The economy is sustained by AI capital expenditure, showing resilience despite tariff headwinds, but with a two-speed dynamic where high-end and asset owners are outperforming [8] - A strong Q4 for BTC is anticipated, followed by a downturn due to the 4-year cycle debate, and then a rebound [9] Potential Catalysts - A Trump-led Fed hijacking is expected, involving rate cuts and yield curve control, potentially starting in May of next year [4] - A shift in USG debt issuance towards treasury bills is expected to lower long-dated bond yields, stimulating the economy [5] - Unlocking GSEs to increase leverage and buy mortgage bonds is expected to lower mortgage spreads and stimulate the economy [6] - Stimulus checks are expected to be airdropped to US citizens, potentially as part of a budget reconciliation bill, to boost the economy before the midterms [7] Investment Strategy - The recommendation is to remain long over the next 12 months, strategically adjusting portfolio composition between gold, BTC, and stocks [9]

Market Trends & Monetary Policy - The FED is expected to implement two more rate cuts in 2025 [1] - Quantitative easing (QE) money printing is anticipated to resume soon [1] Fiscal Policy & Economic Stimulus - A $2,000 stimulus plan is reportedly being considered [1] Cryptocurrency Market - Trillions of dollars are projected to flow into the cryptocurrency market [1] - Over 30 Altcoin ETFs have been filed with the SEC [1] - Altcoins are predicted to experience significant growth, with potential increases of 10x to 50x [1]

Monetary Policy Outlook - Reserve Bank of New Zealand is getting a policymaker that leans toward favoring bolder stimulus [1] - Incoming Governor Anna Breman is viewed by Swedish economists as favoring bolder stimulus [1]

Group 1 - Qualcomm has experienced a lackluster year but is currently showing signs of improvement and potential growth [1] - The overall trend for data centers remains positive, despite potential volatility from Federal Reserve comments [1] - There is an expectation of continued stimulus in China, which may impact market dynamics [2] Group 2 - Northern Trust has shown stagnant performance over the past three months, indicating a lack of significant movement in its stock [2]

Market Sentiment - The poll is gauging sentiment regarding potential impacts from Elon Musk-related stimulus this week [1]