Recent data shows nearly 50% of American households saw their property values decline over the past year. This marks a significant shift in the real estate landscape. For those watching macro trends, this housing correction could signal broader economic headwinds worth paying attention to.

Q3 GDP data released, growth accelerates to 4.2%—this figure is much stronger than market consensus expectations. Investment in the AI sector has become the main driving force. The White House has been encouraging companies to increase investment and create jobs, and now the effects are starting to show. Strong economic data often impacts the performance of risk assets, including liquidity expectations in the crypto market.

Dan Katz, the number two at IMF, is heading to China soon. He'll be part of the team doing their yearly economic checkup on the country's financial health and policy framework.

Looking at retail purchasing power metrics tells a different story. The index numbers don't match reality when you factor in what consumers can actually afford.

Recently, the weight of direct investments in the economy has been declining. This indicates a change in the structure of capital flows. Investors may now be turning to different instruments.

Here's something worth chewing on: the privacy divide between tangible assets and digital ones.
Think about it—cash in your pocket, gold bars in a vault? That's anonymous wealth. Nobody's tracking every transaction. But flip to the digital side, and suddenly everything leaves a trace. Every wallet movement, every on-chain transaction potentially exposed.
The store of value debate isn't just about holding purchasing power anymore. It's evolved into a privacy conversation. Physical assets inherently protect your financial privacy. Digital assets? They need extra layers—mixers, privacy coins, zer

Scoop up all the assets while preaching that future where folks possess zilch yet somehow radiate joy. Classic playbook.

Office CMBS delinquency just broke its own ugly record—11.8% in October. That's worse than the 10.7% peak we saw after the 2008 meltdown. Commercial real estate keeps bleeding, and the numbers don't lie. This isn't just a blip anymore.

December rate cuts are back on the table. Unemployment figures just blew past forecasts, and the Fed's hand might be forced sooner than markets anticipated. Classic setup: bad jobs data, dovish pivot incoming. Will risk assets finally catch a bid, or is this just another head-fake before year-end volatility kicks in?

November saw a notable shift in inflation outlook. The University of Michigan's latest revision shows short-term expectations cooling to 4.5% from the preliminary 4.7%. What's more telling? The 5-10 year horizon also dropped—from 3.6% down to 3.4%. This downward adjustment reflects changing market sentiment as economic conditions evolve. Lower inflation expectations typically signal confidence in monetary policy effectiveness, which could reshape asset allocation strategies across traditional and digital markets.

Major shift in global asset allocation spotted: one of the world's largest holders just offloaded $32B worth of U.S. Treasury bonds over a three-month span. Holdings now sit at their lowest point since 2007.
This drawdown comes as central banks worldwide reassess reserve strategies amid shifting monetary policies. For crypto markets, such moves often signal changing risk appetites and liquidity flows that ripple through all asset classes.
Worth watching how this repositioning plays out against the current macro backdrop.

Breaking: October CPI numbers? Scrapped entirely. November's inflation data got pushed back to December 18th.
Here's the kicker—FOMC meets before both releases. Dovish camp loses their payrolls data. Hawks flying blind without fresh CPI prints. Looks like the Fed's making their next move in the dark.

US Labor Department just dropped the schedule: November's CPI numbers hit the wire December 18th.
Here's the kicker—both October and November employment reports, plus that CPI print, all land AFTER the Fed wraps their meeting.
They're still in their data blackout window. Making policy moves while flying blind on the freshest economic signals.

Both the S&P 500 and NASDAQ just dropped to their lowest levels in over two months. Traditional markets taking a hit—wonder how this ripple effect plays out across risk assets.

The consumer confidence index in the US has reached its lowest point in the last 3.5 years. This decline is a significant signal that could affect market sentiment and investor behavior. A potential contraction in consumer spending could have repercussions in both traditional and crypto markets.

Some heavyweight voices in crypto just weighed in on where we're headed. Ripple's Brad Garlinghouse, analyst Tom Lee, Circle's Jeremy Allaire, and billionaire Ricardo Salinas recently shared their takes on the dollar's purchasing power crunch and what it means for digital assets. They're also diving into how early-stage this whole game still is—even as distributed ledger tech keeps leveling up. With XRP, ETH, and BTC all in the conversation, it's clear the big players see crypto as more than speculation. They're positioning it as a hedge against currency devaluation and a maturing infrastructu

Washington just tightened the screws on major Russian oil players—but what does this actually mean for the rouble and the broader economy? When energy giants face restrictions, it's not just about barrels and pipelines. Currency volatility spikes, export revenues take a hit, and the ripple effects can reshape capital flows across global markets. For anyone tracking geopolitical risk's impact on asset classes—including crypto—this kind of economic shock is worth dissecting. How resilient is Russia's economic framework under pressure? And could this fuel more interest in decentralized alternativ

Timing-wise, it might seem premature—but not impossible.
Particularly if the Fed and government roll out some hawkish moves fast. That could shift the whole landscape quicker than expected.

Market's pricing in a December Fed cut just jumped from 39% to 75% in a single trading session.
This kind of swing usually signals Bitcoin might be setting up for a local bottom here.

Curious what the prediction markets are pricing for the December FOMC—anyone tracking the probability of seeing 4+ dissenting votes on rate decisions? That'd be wild if we actually get that much internal disagreement.