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Fed taper

December 4, 2021 By Asi de Silva

Fed follows Biden on Inflation

The Fed follows Biden on inflation with Chair Jay Powell articulating a faster taper this week. There has not been any new material inflation data since the Fed announced gradual taper plans, but the Biden administration has pivoted to an inflation focus. However, with rising inflation, high valuations and policy rates near zero, we are […]

Filed Under: The Dispatch Tagged With: BadgerDAO, bitcoin adoption, bitcoin ETF, Bitcoin loans, bond volatility, Chevron, coal, consumer confidence, covid breakthrough, covid lockdown, covid vaccines, crypto adoption, crypto hack, Defi exploit, energy capex, energy divestment, energy privatization, energy transition, Eric Balchunas, Exxon, Fed taper, gas fee, inflation, interest rate hke, Jay Powell, move index, Omicron, used auto prices, yield curve

November 20, 2021 By Asi de Silva

Signs of Market Froth

Signs of market froth are rising in both digital and traditional assets. As we show, 10-20% fees on transaction value makes no economic sense, but that is the reality on Ethereum today. This points to expectation of higher asset prices offsetting the punitive fee. Rivian, the recently IPOed electric vehicle maker, reached a $150bn market […]

Filed Under: News, The Dispatch Tagged With: bubble signs, covid lockdown, covid vaccines, Energy prices, Ether, Ethereum, Fed QE, Fed taper, gas fee, home prices, hourly earnings, inflation, John Deere, market froth, Metamask, mortgage, oil inventory, Peloton, Rivian, shelter inflation, Unions, vaccination rate, wage inflation, wages

June 19, 2021 By Asi de Silva

Fed start talking about thinking about tapering!

Dispatch #20 -2021 June 18th, 2021 This week, the Fed disclosed that their rate expectations have risen to 0.60% by the end of 2023 from near zero previously. This caught some markets by surprise and could well be a dress rehearsal of market action if the Fed brings forward rate hikes. In the short-term, bonds […]

Filed Under: The Dispatch Tagged With: bitcoin ETF, bitcoin technical analysis, crypto-friendly states, Fed dot plot, Fed QE, Fed taper, interest rate hke, lumber price, SEC crypto ETF approval, State Street Bank, Treasury issuance, Van Eck

June 5, 2021 By Asi de Silva

Fed tapering QE, India okays crypto & Stablecoins mature

Dispatch #18 -2021 June 4th, 2021 The Dispatch starts this week by evaluating Fed tapering QE, which will slow the pace of money creation. Markets have been anticipating Fed taper, but the announcement this week may be too small to be picked up broadly. Nevertheless, it is an important inflection point and a trend reversal […]

Filed Under: The Dispatch Tagged With: bitcoin wallet distribution, Circle funding raise, Elon Musk bitcoin, Fed taper, India crypto, JPM, Reverse Repo, RRP, stablecoins, wealth inequality

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