#fed

On-chain, the number that mattered in late October was not a price. It was a...

Last week the EIA dropped a number that should have been boring: distillate...

We assumed the number would settle the argument. It did the opposite. On a...

A headline crossed my feed last week: the market might finally see a turning...

I want to start with a number that most digital asset desks scrolled past thi...

On October 9, a single sentence crossed the wires and did what a thousand...

On the first Friday of October, U.S. nonfarm payrolls printed at 29,000. The...

Hook Lisa Cook said one sentence that should have repriced every...

Hook Stop believing the headline. US crude oil production just printed a reco...

Federal Reserve Governor Michael Barr said something on September 30 that...

I watched the silence break the noise of 2021 all over again — except this ti...

Last week a story about US diesel and heating oil prices appeared on a...

Nobody trades the Fed's rate decision anymore. By the time Jerome Powell...

Four information points. Two facts, one number, one quote. That is the entire...

Hook Wednesday, 13:45 GMT. S&P Global prints US flash PMIs. Consensus:...

The number that should have stopped every bull cold wasn't the 7.7% rally. It...

When the US 10-year Treasury yield punched above 5% this week — a 52-week hig...

There is a specific anomaly I hunt for when auditing price feeds. Not the...

The ledger does not lie. When Deutsche Bank published its rate forecast on...

If the Federal Reserve raises rates in September, every stablecoin protocol...

The market assumed Bitcoin would break through $80,000 this week. The tape sa...

Look at the spread, not the speech. The morning after Trump's September remar...

The most important detail in this week's rate-hike coverage was not the rate...

The market was supposed to be celebrating. Bitcoin had just reclaimed territory

On September 13, 2025, a headline crossed the wire that most crypto traders...

Hook Nineteen dollars. That is the entire distance between Bitcoin's Septembe...

The most important number in crypto last week was not printed on any exchange...

Over seven days, Bitcoin shed 4.08% of its value and nearly half of its tradi...

Over the past week a macro note from crypto analyst Darkfost has been...

The headline reads clean: core inflation is on a long downward trend, and the...

The CME FedWatch tool now shows 86.9% probability of a rate hike at next week...

The chart kept printing lower highs. March 2024. Bitcoin hovered around $69,000

On the morning of the August CPI release, Bitcoin dropped. Gold dropped. Then...

I keep a screenshot from October 2021 on my phone. It shows a liquidity minin...

The code doesn't lie, but Fed officials do. A recent Crypto Briefing report...

The market narrative broke quietly on a Tuesday afternoon in May. A brief...

The noise fades, but the pattern remembers. Right now, the pattern is a Fed...

Kevin Warsh just told the Federal Reserve to build a data dashboard. The mark...

The market's reaction to the latest macro data is a textbook case of misreadi...

Hope is a liability. The consensus narrative building around the August jobs...

The US Treasury releases its budget statement every month. The last one, buri...

Most people think the next Federal Reserve chair's biggest risk is the intere...

The numbers hit my screen at 2:47 AM Istanbul time. Bitcoin had just shed 3.3...

The market doesn't care about your feelings about Jerome Powell. It cares abo...

The bond market is screaming, and for once, the noise is coherent. Yields are...

The Federal Reserve's credibility is a balance sheet item. It doesn't appear ...

There is a peculiar stillness that settles over the FX market in the hours...

Boston Fed President Susan Collins opened the door to another rate hike on...

The 10-year Treasury is hovering near 4.2%, the 2-year is pinned at 5.0%, and...

Consider this: a single, terse prediction from TD Securities—that the Federal...