Interesting development: Market expectations for a FED interest rate cut have increased to nearly 85%. Interest rate policy remains a key factor for risk markets.

I flipped through the data of newly listed companies in the United States, and the changes in the number of IPOs from 2019 to 2025 are quite interesting.
In the high-interest bear market phase, IPOs are noticeably scarce. The data from 2025 to now is far worse than that of 2020 and 2021. However, upon closer inspection, this current juncture is somewhat similar to early 2019— the economy is still in the early stages of recovery, and market sentiment has just begun to warm up.
The impact of the interest rate environment on companies' willingness to go public is really direct. During periods

European Commission just dropped their take on the eurozone's fiscal game plan for 2026 – they're calling for a neutral stance. What does that mean? Basically, no major tightening, no aggressive stimulus either. Keep things steady.
This matters because fiscal policy shifts in major economies directly impact risk assets, and crypto's no exception. When central banks and governments start tweaking their monetary and fiscal levers, capital flows change fast. A neutral position suggests they're not panicking about inflation anymore, but also not flooding the system with liquidity.
For anyone track

Top-tier households are basically bankrolling the entire consumption surge right now. Meanwhile, folks on the lower end? They're tapping the brakes hard—squeezed by tariff hits, sky-high borrowing rates, and rent that just won't quit climbing. Classic wealth gap playbook unfolding in real time.

Thinking about adding gold to your portfolio? Here's something most people learn the hard way: gold coins are basically a trap. The bid-ask spreads are insane, and dealers pocket the difference while you're left holding overpriced metal.
Want the smart move? Stick with one-ounce bars. Some retailers sell them at just 1% above Comex spot prices for $GC_F. That's the kind of premium that actually makes sense.
Those dealers flooding your feed with ads? They're counting on you not doing the math. Don't give them the satisfaction.

Saudi officials dropped some numbers this week that paint a clear picture of shifting trade dynamics. The kingdom's statistics bureau confirmed China locked in the top spot as Saudi Arabia's biggest trading partner for Q3 this year.
The breakdown? Chinese goods made up 27.6% of everything flowing into Saudi ports and markets. On the flip side, 14.9% of Saudi exports headed east to China. These aren't small percentages when you're talking about one of the world's largest oil exporters recalibrating its economic relationships.
What makes this notable: we're watching real-time evidence of how glo

What if the conflict actually wraps up? The global impact would be massive—obviously for humanitarian reasons first. But markets? They'd likely see a serious shift too. Risk appetite could swing back hard. Energy prices, supply chains, sentiment across asset classes... everything's connected. Just thinking out loud here.

Here's something wild: Back when Britain ditched the gold standard in 1931, you only needed 4.63 pounds to grab an ounce of gold. Fast forward to today? That same ounce costs you north of 3,100 pounds.
That's a 670x increase over 95 years. Let that sink in.
What does this tell us? Fiat currencies don't age well. The pound lost over 99% of its purchasing power against gold in less than a century. Makes you wonder what traditional money will look like another 95 years from now.
Maybe this is exactly why people are turning to decentralized assets. Hard caps exist for a reason.

Looks like we might see a major shake-up at the Fed sooner than expected. Word on the street is there's a solid possibility of a new chair appointment dropping before the holidays hit. This kind of leadership transition could shift the entire monetary policy landscape — and you know what that means for risk assets. Rate expectations, liquidity outlook, everything's on the table. Markets hate uncertainty, but they love positioning ahead of big moves. Keep your eyes peeled.

Word on the street: Hassett is now leading the race for the Fed chair position. Sources close to the selection process indicate the search is wrapping up soon. This could shift market expectations significantly—central bank leadership changes always do. Worth watching how this plays out, especially with current rate policy debates heating up. Traditional finance moves like this tend to ripple through risk assets, crypto included.

Major Wall Street analysts are calling it: the broad equity index might be heading into correction territory. Word on the street? We could see an 8% to 10% pullback from current levels.
This kind of move isn't exactly shocking for those watching macro trends. Correction phases are part of the game, especially after extended runs. What makes this interesting for crypto folks? Traditional markets and digital assets often dance to similar tunes when risk-off sentiment kicks in.
The timing matters too. If equities do slide into that range, expect some ripple effects across risk assets. History sho

A signal of relief came in November: Household inflation expectations began to decline. This get dumped trend is an important indicator affecting both consumer confidence and investment strategies. The expectation of slowing price increases may increase interest in risk assets and indicate a positive transformation in the macroeconomic balance.

Two weeks out. The Fed meeting's closing in, and betting odds just spiked—降息概率now sits at 85%. Markets are pricing in a pivot. Rate cuts could shift everything for risk assets.

The S&P 500 just flipped green. Risk-on vibes creeping back?

Richmond Fed just dropped their November manufacturing numbers and it's looking rough. The headline index plunged to -15, way worse than the -5 forecast and last month's -4.
Breaking it down: new orders crashed to -22 (previous was -6), shipments flipped negative at -14 after being +4 last month. Employment ticked up slightly to -7 from -10, but that's the only silver lining here.
What's wild is how fast things deteriorated. Orders and shipments both nosedived in just one month. This kind of contraction usually signals manufacturers are bracing for weaker demand ahead. For macro watchers and

Just saw the latest numbers—consumer sentiment is tanking harder than it has since April. Employment fears are creeping back in, and you can feel the mood shifting. When people start worrying about jobs, spending tightens, and that ripple hits everything from stocks to crypto. Not saying panic mode yet, but definitely worth watching how this plays into risk appetite over the next few weeks.

The affordability squeeze is hitting harder than ever across America. Ordinary folks are literally hunting for financial scraps just to make ends meet. This cost-of-living pressure isn't just numbers on a chart anymore—it's reshaping how people survive day-to-day. When basic necessities become luxuries, you know something's broken in the economic machinery. This grinding reality could push more people toward alternative assets as traditional savings get eaten alive by inflation.

Wall Street's heavyweight drops a bold call: U.S. economy could clock 2.4% growth next year. What's fueling this optimism?
Five key catalysts are lining up. OBBBA stimulus package? Check. Fed rate cuts potentially kicking in during H2? That's the wildcard everyone's watching. These aren't isolated events—they're dominos that could trigger a meaningful uptick in economic activity as 2026 unfolds.
The second-half acceleration matters. Why? Because rate cuts historically inject liquidity into markets, and that ripple effect doesn't stop at traditional assets. When borrowing costs drop and fiscal

As the Federal Reserve keeps slashing rates, one Wall Street veteran is calling it straight: we're riding into a fresh market cycle. John Davi, who runs a major advisory firm, puts it bluntly—the market's already screaming at investors to shake up their portfolios. With traditional indices and tech giants showing different rhythms, plus gold making bold moves, the playbook from six months ago might be collecting dust. Rate cuts don't just tweak numbers; they rewire which assets get oxygen and which ones suffocate. Smart money? It's already repositioning.
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