Joey Hofmeister

In our previous macro update, we highlighted the bull case going into 2025 – the US debt ceiling situation and the resulting TGA spend down – as well as the key macro risks to keep an eye on, those being: Persistent dollar strength, deterioration in global liquidity conditions, and rising inflation forcing the Fed to

In our previous update, we highlighted our views on U.S. growth expectations, our directional view for the dollar, and reiterated our bullish macro outlook. Since then, we have seen further resolution to the U.S. growth scare, which has driven a prevailing rally in the dollar. This significant dollar strength has been a key culprit for

A lot has happened in global markets over the last couple of weeks, causing much confusion and uncertainty among investors. A handful of crucial contributors triggered this market sell-off, which was then exacerbated by a few additional elements, all culminating in the fastest downturn for global risk assets since COVID-19. Economic Warning Signs Outside of

It’s Official, the launch of multiple Ethereum ETFs is now scheduled for July 23, 2024, with the Chicago Board Options Exchange (CBOE) confirming the date. The U.S. Securities and Exchange Commission (SEC) has approved at least three funds, with indications of up to eight ETFs launching concurrently. The final approval from the SEC is expected