Hoping the video format is far clearer now. If not, I am contemplating opening a seperate Telegram channel or Discord. Likely Telegram as Discord has been set up already for premium members.
This would be a channel simply for the outlooks from the Substack, only available to those that are subscribed.
For now use computers when going through outlooks.
Liquidity dynamics have contracted over the past couple of weeks. This is where the pullback in BTC has come from in my eyes. Still very much in line with the quarterly outlook which should be complete this week also.
Would look to SPX and NAS to take a step back soon, depending on how Powell addresses Tuesday and guides the market toward CPI in latter end to the week.
After recent jobs data being dovish will be what BTC and equities are looking for. Favouring further down for DXY unless this stance changes.
