The Economic Stakes of AI Development: A Double-Edged Sword
The rapid advancement of AI technology, supported by an $800 billion investment surge, faces scrutiny over its potential risks. A slowdown i
Macro
Macroeconomics, Fed policy, and crypto's relationship to global markets
38 stories
U.S. Job Growth Slows Significantly in September, Unemployment Rises
The U.S. economy added just 29,000 jobs in September, while the unemployment rate increased to 4.2%. This disappointing data may influence t
Arthur Hayes Predicts Money Printing Could Boost Crypto Prices
Arthur Hayes highlighted the potential for money printing to elevate cryptocurrency values. Meanwhile, discussions at CONNECT Seoul focused
AI Agents Could Spark Bank Runs by Shifting Deposits
Torsten Slok of Apollo cautions that AI agents could instigate a bank run by reallocating funds from low-interest checking accounts to more
Geopolitical Tensions Weigh on Bitcoin and Nasdaq Futures
Recent remarks by Trump regarding possible military action against Iran have led to declines in Bitcoin and Nasdaq futures. The geopolitical
Michael Saylor Proposes Digital Rights Framework to Foster Economic Growth
Michael Saylor has outlined a vision for a 'bill of digital rights' aimed at empowering new businesses to raise capital. This initiative cou
Bitcoin's Stability Signals Potential as a Macro Asset Amid Bond Market Turmoil
Saifedean Ammous highlights Bitcoin's falling volatility as a significant indicator of its potential rise as a macro asset. This development
Understanding the K-Shaped Economy: Insights from BitGo's CEO
BitGo CEO Mike Belshe highlights how dollar debasement contributes to the K-shaped economy and advocates for tokenization as a solution. He
Australia's Economic Outlook Highlights AI, Neglects Crypto Infrastructure Needs
Australia's Treasury has identified AI as a key factor in future economic transitions but has not addressed the necessary digital financial
Record Diesel Prices Signal Potential Fed Rate Hikes Amid Economic Struggles
U.S. diesel prices have reached unprecedented levels, raising concerns about inflation and prompting speculation about further Federal Reser
Goldman Sachs Predicts October Fed Rate Hike Amid Hawkish Signals
Goldman Sachs has revised its forecast, predicting a 25 basis point interest rate hike by the Federal Reserve in October. This adjustment hi
Peter Schiff Declares Fed's Inflation Battle Lost, Highlights Bond Market's Long Decline
Peter Schiff asserts that the Federal Reserve has failed to combat inflation effectively, citing a bond market breakdown that began in 2020.
Fed Chair Warsh Acknowledges Trump’s Economic Influence Amid Rate Hike Decisions
Federal Reserve Chair Kevin Warsh acknowledged the strengths of the economy during Trump’s presidency while rejecting his requests for rate
Federal Reserve Raises Interest Rates: What It Means for Markets
The Federal Reserve has increased interest rates by 25 basis points, setting the new benchmark range at 3.75%-4.0%. This decision reflects o
Central Banks Set to Influence Crypto Markets with Key Rate Decisions
As the Federal Reserve, Bank of England, and Bank of Japan prepare for crucial interest rate announcements, the crypto market braces for pot
Goldman Sachs Joins Major Banks in Rate Hike Forecast Shift
Goldman Sachs has reversed its previous stance on interest rates, now anticipating a hike next week. This shift aligns with other major bank
Inflation Pressures Mount as Core CPI Surges in August
The Core Consumer Price Index rose 0.3% in August, exceeding forecasts and prompting discussions about Federal Reserve action. This uptick i
BIS Chief Warns of Systemic Risks from AI Investment Hype
The head of the Bank for International Settlements cautions that the current AI investment surge may lead to economic instability, drawing p
Rising Treasury Yields Challenge Market Stability Amid Buyback Efforts
Long-term Treasury yields are on the rise, even with a $6 billion buyback initiative. This trend is fueled by persistent debt worries and es
Market Reaction to Jobs Report Overstated Amid Steady Fed Rate Outlook
Following the latest jobs report, Bitcoin experienced a drop while Treasury yields increased. However, the market's hawkish response appears