Skip to content

Slowing Inflows Ahead of Core PCE – Our Decision to De-Risk

Your daily access to the backroom.

Key Takeaways:

  • US GDP revised slightly upward, but economy still contracted in Q1
  • Bitcoin ETF streak ends with first outflow in nearly two weeks
  • Market momentum fades as digital assets fall 1.8%

This post is for paying subscribers only

Subscribe

Already have an account? Sign In

Latest

Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.