Record tightening in financial conditions was one of the main contributors to last year’s dismal year for markets. No surprise then that the recent loosening in financial conditions has given a boost to risk assets, most notably crypto (and the most heavily shorted stocks fwiw). The next FOMC meeting isn’t for another six weeks, so barring a break in script financial conditions may continue to improve (or at least remain “looser”) until then.
2:11 PM
Crypto is Still Macro
Kevin Kelly, CFA
anonymous

Hmm it's quiet here.
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