Episode notes
Description: The shutdown is over, liquidity is shifting, and the Fed is ready to change the mood of the entire market. It might surprise you how all these small moves stack together.
We’ll talk about:
- Why the shutdown ending quietly boosts liquidity across the market
- How Federal Reserve and Monetary Policy signals can shake both stocks and crypto
- What the latest data says about Bitcoin’s drop and the coming “death cross”
- A simple outlook for liquidity over the next 3 to 12 months and what it means for your strategy
Keywords: macro environment, Federal Reserve and Monetary Policy, bitcoin, liquidity outlook, rate cuts, quantitative tightening, fiscal policy, GDP, AI productivity, retail spending