Today's topics
  • Fidelity unleashes the...trillions.
  • Stocks and Treasuries are now correlated after two decades of inverse correlation. This has had monster implications for portfolios this year.
  • The Fed's forceful words are pushing policy rate expectations all the way to 4.5%.
  • The Bitcoin Layer maintains a more muted expectation for the path of policy rates despite all signs pointing to a Fed Funds rate of 4% by the end of this year.
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