Insights · Macro
Everything on Macro
2 insights · 2 episodes
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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
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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