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Macro Update
Here are this video’s topics of discussion:
I start with the bitcoin chart on the weekly, then walk through the new levels I put on my screen today and why the price action finally warranted them.
I then turn to what is really going on under the hood in the Treasury market, and why the Treasury Secretary had to get involved again.
I move on to which yield matters most from here, and what a steeper curve would actually mean for the United States and for risk assets.
I close on TBL Pulse, with our latest confirmed dot, what credit spreads are telling us about the AI buildout, and where bitcoin sits on Johan’s State Grid.
Okay, on to today’s 52-minute video and TLDR summary.
If you prefer watching these videos on YouTube, we have attached the YouTube link under the TL;DR Section.
