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Insights · Macro

Everything on Macro

2 insights · 2 episodes

  1. US Treasury interventions to suppress long-term bond yields are driving the 'debasement trade,' favoring hard assets like Bitcoin and gold. This macro trend supports long-term price appreciation.

    Impact: Attracts institutional capital seeking inflation hedges, reducing crypto's correlation with traditional equities.

    — from Crypto Market Shifts: Regulation, Macro, and Strategy · Alles Coin Nichts Muss· Aug 22, 2026

  2. US producer prices flat in July and CPI at 3.4 percent indicate easing inflation pressure. This supports the US 500 index record and improves the outlook for growth equities.

    Impact: Lower inflation risk can support equity valuations and reduce rate pressure. It may improve risk appetite for technology and growth assets.

    — from Inflation Easing, AI Valuations, And DAX Pay · Alles auf Aktien – Die täglichen Finanzen-News· Aug 14, 2026