The Federal Reserve’s new Chair, Waller, made his debut with a hawkish stance, and the market is already 100% betting that there will be another rate hike this year.

2️⃣ AI hot money is surging into the US like crazy. Goldman Sachs said, word for word: “AI trading has fully priced in US stock expectations and growth—the world’s capital is rushing in.”
3️⃣ But Europe has backed down. The ECB’s head softened his remarks, and the euro fell to a fresh one-year low.
When the US dollar strengthens, “value-retention” assets like gold and Bitcoin are getting pinned to the ground—interest rates keep rising, and holding non-yielding assets means costs keep climbing.

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