How Cartels Built a $7B Border Empire Using Crypto
#Geopolitics #CryptoNews #BorderCrisis #CartelEconomics #InvestigativeJournalism #ShadowEconomy #DeepPressAnalysis #Macroeconomics

How Cartels Built a $7B Border Empire Using Crypto
#Geopolitics #CryptoNews #BorderCrisis #CartelEconomics #InvestigativeJournalism #ShadowEconomy #DeepPressAnalysis #Macroeconomics


The ongoing asset allocation rotation comes as the American financial market grapples with elevated stock valuations and shifting monetary expectations. Investors are actively adjusting their long-term portfolios as domestic large-cap equities face resistance after a prolonged multi-year rally. This broader macroeconomic environment has opened a clear performance gap favoring international developed markets over traditional domestic

The cryptocurrency market faced a severe liquidity contraction as approximately $176 billion in digital asset value evaporated over a 48-hour window. Bitcoin plunged roughly 9%, crashing below the $62,000 mark as institutional exchange-traded fund (ETF) flows turned negative. This abrupt market retreat coincided with capital rebalancing toward high-growth equities, particularly artificial intelligence infrastructure, amid shifting
FWIW, trimmed mean has long been in the discussion to replace core PCE, and I'm sure some of the voting members of the Fed track trimmed mean, anyway. It's not better or worse; but if PCE already takes into account product substitution, then trimming off the top and bottom of price changes might be confirmation bias for an inflation dove, which is what Trump wants, apparently (although honestly, he doesn't know shit about macro.)
I think sticky prices core CPI is a much better choice. It tracks the prices of goods that do not fluctuate much. In doing so, price changes imply inflation expectations, e.g. retailer holds back on raising prices even though their costs have gone up, on the expectation that costs will come back down = sticky prices, so if the retailer raises prices, it means inflation expectations are up.
#USPol #Macroeconomics
https://www.msn.com/en-us/money/markets/kevin-warsh-wants-the-fed-to-think-about-inflation-differently/ar-AA24t1DN