Real Estate: Outlook for 2023

Real Estate: Outlook for 2023

Let’s jump into the real estate verse! In this video we take a look at several different metrics surrounding the real estate market, and use this information to discuss some things to watch for in 2023. Let me know what…

The Yield Curve

The Yield Curve

It has been a few months since we had a dedicated video on the treasury yield curve, so let us provide an update. As you can see, the yield curve has changed quite a bit over the last three months!…

SP500: Bear Market Structure, Recessions, and the Federal Reserve

SP500: Bear Market Structure, Recessions, and the Federal Reserve

The #SP500 bear market has been dragging on for over a year now (assuming the bottom is not in). The continued hawkish stance by the #Fed puts downward pressure on risk assets in general. In this video we take a…

FOMC: Policy and Aftermath

FOMC: Policy and Aftermath

We have another #FOMC in the books! In this video we will discuss what Powell said during the meeting, the Summary of Economic Projections (SEP), and the effect on risk assets. Into The Cryptoverse Premium: https://intothecryptoverse.com Into The Cryptoverse Newsletter:…

Inflation Below Consensus | Effect on Risk Assets

Inflation Below Consensus | Effect on Risk Assets

The most recent #CPI data is now in and #inflation has once again come in below expectations. Risk-assets like #stocks an #Bitcoin have moved up in the short-term. However, does a #recession still loom in 2023? In this video we…

S&P 500 Bear Market

S&P 500 Bear Market

Has the #stock market (#SP500) been rejected off the downtrend line for the 4th time in a row? In this video we look at the current #SP500 bear market in the context of prior bear markets. We also spend some…

Inflation Report | Effect on Risk Assets

Inflation Report | Effect on Risk Assets

We received another #CPI report so it is time to provide an update on the macroverse! In this video we discuss #inflation, #unemployment, #interestrates and the effect on risk assets! Into The Cryptoverse Premium SALE: https://intothecryptoverse.com Merch SALE (Use code…

Unemployment Update: Implications for the Fed

Unemployment Update: Implications for the Fed

With the most recent report on unemployment, we can see that it ticked up slightly last month. However, wage inflation persists and the US economy remains strong. How will this affect the #Fed and risk assets moving forward? Let us…

FOMC Aftermath

FOMC Aftermath

Now that the November #FOMC is behind us, what can we expect? In this video we discuss some key takeaways from the meeting and general expectations for risk assets under stricter monetary conditions. Will the #Fed win in their fight…

The United States: Heading Into a Recession (What it Means for Stocks)

The United States: Heading Into a Recession (What it Means for Stocks)

The United States is likely heading into a recession in 2023. While there are plenty of academic arguments that we already went into a recession in 2022 based on two consecutive quarters of negative GDP, there is also the counterpoint…