Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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China surplus by the numbers. [They will still lose the tariff war]
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Recession odds on Kalshi 69%
DJT 7% above precovid high
A recent survey of Fed officials shows that most of them think there's a bigger chance that inflation and unemployment will end up worse than they expect, even though their official forecast still looks okay.
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US Treasury Secretary Scott Bessent: We'll take a close look at the regulatory impediments for blockchain, stablecoins, and new payment systems and we will consider reforms to unleash the awesome power of the American capital market.
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Vaneck head of digital assets Matthew Sigel confirms that China and Russia are reportedly settling trade using crypto (Bitcoin & other digital assets).
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Fed's Barkin: I worry if we're close to a moment where consumers decide to pull back; so far that has not happened. Consumers are still spending, but we're watching it.
US 10Y NOTES DRAW 4.43% VS 4.46% PRE-SALE WHEN-ISSUED YIELD
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🚨 105,000,000 USDT (104,948,287 USD) transferred from Tether Treasury to unknown wallet
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US 30-year bond yields fall to 4.828% after $39bn 10-year note auction
The US Appeals Court sides with Trump and clears the way for 18 federal agencies to fire thousands of federal workers.
Spot gold extends gains for biggest intraday jump since 2020
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US Defense Secretary Hegseth, in Panama, says Panama canal is key terrain that must be secured by Panama with the United States, and not China.
🚨 BREAKING: Trump: Raising China tariff to 125%.
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TRUMP: 90-DAY PAUSE APPLIES TO RECIPROCAL AND 10% TARIFFS
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BTC reclaims 81k
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Trump post on China and tariff pause
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WTO on US-China trade tensions: A division of the global economy into two Blocs could lead to a long-term reduction in global real GDP by nearly 7%.
President Trump's 90-day tariff pause does not apply to China, whose tariff was raised to 125% effective immediately. The 90-day pause on reciprocal tariffs is only for countries that have not retaliated.
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US Treasury Secretary Bessent: We will see what China does.
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