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Fed rate cut probabilities are shrinking fast. Just a few months ago, the market was pricing in over 100bps between the 2 year and the Fed funds rate. 

 

 

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A weaker dollar will drive Bitcoin, gold and silver higher.

The Greenback often dips toward year-end. It’s the usual seasonal pattern.

And this price behavior is even more pronounced in election years. ...

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If you're living on this planet, credit is everything—it shapes economies and tells us whether we’re in a "risk-on" or "risk-off" environment. 

And there's no better...

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Jason
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