How Cartels Built a $7B Border Empire Using Crypto

YouTube
The JPY stabilizing at 160 is an illusion. This isn't just an FX issue; it’s the core engine of the global carry trade extracting real value from Japan to feed Western asset managers. Central banks are cornered. The 160 line is a systemic breaking point. #Yen #Macroeconomics #finance
Market data reveals the Vanguard FTSE Developed Markets ETF has achieved a 15% year-to-date return, outpacing the S&P 500's 10% advance. Major wealth managers forecast international developed stocks will lead over the next decade due to lower relative valuations and global tech infrastructure growth. #Finance #Investing #Stocks #Vanguard #Macroeconomics
https://blazetrends.com/vanguard-developed-markets-etf-beats-sp-500-why-capital-is-shifting-to-international-equities/?fsp_sid=28673
Vanguard Developed Markets ETF Beats S&P 500: Why Capital Is Shifting To International Equities

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

Blaze Trends
Market liquidity shifts as Bitcoin falls below $62,000 during a sharp 48-hour correction. Institutional asset managers are actively rebalancing portfolios, moving capital out of digital currency holdings to capture surging momentum in artificial intelligence infrastructure. #Finance #Business #Crypto #Macroeconomics
https://blazetrends.com/bitcoins-pullback-tests-institutional-adoption-narrative-as-anthony-pompliano-stays-bullish/?fsp_sid=26031
Bitcoin’s Pullback Tests Institutional Adoption Narrative as Anthony Pompliano Stays Bullish

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

Blaze Trends
Statistics Canada reported Friday that national GDP contracted for a second consecutive quarter, a development that formally marks a technical recession, but many economists are pushing back against the label, arguing that the economy doesn’t exhibit the broad-based weakness typically associated with a true recession.
#Canada #economics #macroeconomics #recession #GDP #investment #Ontario
https://www.thestar.com/business/canada-is-in-a-technical-recession-heres-why-economists-are-pushing-back-on-that-label/article_bc203ae9-411b-4b41-9e3b-4d70ac29040d.html
Canada is in a ‘technical’ recession. Here’s why economists are pushing back on that label

Despite a technical recession from consecutive GDP declines, economists argue Canada’s economy remains resilient, lacking the widespread job losses typical of a true downturn.

Toronto Star
Bitcoin sinks to $65,000, wiping out $360 million in margin longs in one hour. MicroStrategy executes its first BTC sale since 2022. #Bitcoin #Crypto #Finance #Macroeconomics #Markets
https://blazetrends.com/bitcoin-sinks-to-65000-as-macro-shocks-trigger-historic-derivatives-flight/?fsp_sid=25109
Bitcoin Sinks to $65,000 as Macro Shocks Trigger Historic Derivatives Flight

Bitcoin dropped to $65,000 on Wednesday as a confluence of global shocks forced investors out of risk assets. The sell-off aligned with rising geopolitical

Blaze Trends

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

MSN