CF Benchmarks’ Q4 Market Outlook as the Trump 2.0 Era begins

Recorded 18 October 2024.

CF Benchmarks’ recently launched quarterly market outlook series is on tap for an extra special episode of the CFB Talks Digital Assets podcast! The first report in the series, for Q4 2024, landed in the run-up to the hotly anticipated U.S. election. Join our Head of Research, Gabe Selby, CFA, Research Analyst, Mark Pilipczuk, and Head of Content, Ken Odeluga, as they talk through the key macro and political details that really matter, after Trump’s second presidential win.

• Hear our research team’s base case economic outlook for a soft landing - which remains on track - plus implications for digital asset returns and positioning
• Learn why the Fed is increasingly boxed into a corner on policy, as markets signal a deeper easing path will be necessary, with potential impacts on digital assets