infinityhedge

12 Feb 2025 12:40

US CPI in 1hr 50min:

Analysts Estimates:
*headline: 0.3% vs 0.4% M/M prev.
*headline: 2.9% vs 2.9% Y/Y
*Core CPI: 0.3% vs 0.2% M/M
*Core CPI: 3.1% vs 3.2% Y/Y

infinityhedge

11 Feb 2025 17:00

POWELL: WOULD USE QUANTITATIVE EASING ONLY WHEN RATES ARE AT ZERO

POWELL: RESERVES ARE STILL ABUNDANT

infinityhedge

11 Feb 2025 09:23

EU SAYS IT WILL IMPOSE COUNTERMEASURES AGAINST US TARIFFS

infinityhedge

10 Feb 2025 22:24

MUSK CALLS SAMA 'SCAM ALTMAN'

infinityhedge

10 Feb 2025 21:40

*MUSK-LED GROUP MAKES $97.4B BID FOR OPENAI CONTROL: WSJ

Musk: It's time for OpenAI to return to the open-source, safety-focused force for good it once was, We will make sure that happens.

infinityhedge

10 Feb 2025 12:21

The Week Ahead | @infinityhedge | tit-for-tat tariffs love week

WEEKLY US SPOT ETF Flows:
*BTC: +$200M
*ETH: +$420M

US BTC SPOT ETF Options:
*Total OI Call/Put Ratio(Nominal): 2.04
*Total OI Call/Put Ratio(Delta): 3.05

Macro:
*Tariffs: Trump to announce reciprocal tariffs this week. (He planned to hold a meeting on the issue Monday or Tuesday). Trump's focus is now expected to switch to the EU and possibly other countries. Investors have less dry powder to buy equities in the months ahead than they did the first time Trump took office. US Equity Risk Premium Is Lowest in Over Two Decades. We are in an environment of really high expectations in the third year of a bull market, whereas in 2017 we were coming out of a bear market.
*Fed Chair Powell Testifies on 11 at 15 GMT
*US CPI on 12
*Fed Chair Powell Testifies on 12 at 15 GMT
*Fed’s Waller speaks on stablecoins on 12 at 22 GMT
*US PPI on 13

ICYMI Trump:
*Trump: we will be announcing on monday 25% tariffs on all steel and aluminum coming into the us.
*Trump: i'm committed to buying and owning gaza, may give sections to other states in the middle east to rebuild it.
*Trump: maybe we have less debt than we thought (questions whether there is fraud related to us treasuries)

Earnings:
*Reddit, Robinhood on 12
*Coinbase on 13

What Bloomberg Economics Says:
Chair Powell has said the Fed needs to see ‘real progress’ on inflation or some labor-market weakness to consider adjusting rates. We think January’s CPI will offer mixed evidence. We expect headline and core CPI inflation both rose 0.3%.

Post will be refreshed w/ new info and Graphics/Articles are in the group⬎

infinityhedge

07 Feb 2025 18:18

TRUMP: WILL ANNOUNCE RECIPROCAL TARIFFS NEXT WEEK ON MANY COUNTRIES

infinityhedge

07 Feb 2025 18:16

TRUMP: TARIFFS ARE AN OPTION TO ADDRESS DEFICIT

infinityhedge

07 Feb 2025 16:15

SHORT-TERM US INTEREST-RATE FUTURES ADD TO LOSSES; TRADERS NOW BETTING ON JUST ONE FED RATE CUT THIS YEAR

infinityhedge

07 Feb 2025 14:30

*US JAN. NONFARM PAYROLLS RISE 143K M/M; EST. +175K
*US JAN. UNEMPLOYMENT RATE 4.0%; EST. 4.1%

infinityhedge

06 Feb 2025 12:34

TRUMP SAYS THE GAZA STRIP WOULD BE TURNED OVER TO THE UNITED STATES BY ISRAEL AT THE CONCLUSION OF FIGHTING - TRUTH SOCIAL

infinityhedge

05 Feb 2025 22:21

U.S. TREASURY'S BESSENT: TRUMP IS NOT CALLING FOR THE FED TO LOWER INTEREST RATES

infinityhedge

05 Feb 2025 19:00

MICROSTRATEGY IS NOW STRATEGY: BBG

infinityhedge

05 Feb 2025 17:02

GOOGLE: LAUNCHING EXPERIMENTAL VERSION OF GEMINI 2.0 PRO AI MODEL, AVAILABLE IN AI STUDIO & VERTEX AI, & TO ADVANCED USERS IN GEMINI APP

infinityhedge

04 Feb 2025 21:11

TRUMP'S CRYPTO CZAR DAVID SACKS: "WE'RE EVALUATING THE IDEA OF BITCOIN RESERVE — THIS IS ONE OF THE FIRST THINGS WE'RE GOING TO LOOK AT IN THE ADMIN. WE'RE STILL IN VERY EARLY STAGES OF THIS, AND I THINK THE CONCEPT OF THE SOVEREIGN WEALTH FUND IS SEPARATE"

infinityhedge

11 Feb 2025 17:02

POWELL SAYS THE FED SUPPORTS EFFORTS TO MAKE A REGULATORY FRAMEWORK AROUND STABLECOINS IN ORDER TO PROTECT CONSUMERS

infinityhedge

11 Feb 2025 16:01

POWELL REITERATES NO NEED TO HURRY TO ADJUST RATES

infinityhedge

10 Feb 2025 23:23

GRAYSCALE FILES FOR CARDANO ETF WITH NYSE

infinityhedge

10 Feb 2025 22:16

Sam Altman: no thank you but we will buy twitter for $9.74 billion if you want

infinityhedge

10 Feb 2025 13:47

MICROSTRATEGY ACQUIRES 7,633 BITCOINS AT AN AVG. PRICE OF $97,255 BETWEEN FEB. 3 & 9, 2025

Total Holdings: 478,740 BTC
Average Price: $65,033/BTC

infinityhedge

07 Feb 2025 19:32

SEC DELAYS OPTIONS ON BLACKROCK SPOT ETHEREUM ETF

*APRIL 9, 2025: Final Deadline

infinityhedge

07 Feb 2025 18:17

TRUMP: TARIFFS ON JAPAN ARE AN OPTION

infinityhedge

07 Feb 2025 16:54

PRESIDENT TRUMP TOLD REPUBLICAN LAWMAKERS HE PLANS TO ISSUE RECIPROCAL TARIFFS AS EARLY AS FRIDAY - SOURCES - RTRS

infinityhedge

07 Feb 2025 14:31

*US PAYROLLS 2024 AVG MONTHLY GAIN REVISED TO 166K FROM 186K

infinityhedge

07 Feb 2025 13:28

U.S. JAN NFP in 1hr:

Estimates:
Median: 175k
High: 240k
Low: 105k
Previous: 256k

Forecaster:
*Natix: 240k
*Nomura: 225k
*BofA: 200K
*GS: 190k
*BNP: 170k
*JPM: 150k

*Wall Street will be closely watching a revision to job growth for the 12 months through the previous March. Agency’s preliminary estimate in August suggested the downward revision would be 818k — the largest since 2009. Economists expect the actual markdown in the January report due Friday will probably come to around 600k to 700k jobs, which would be somewhat of a relief. BBG Economics estimates that the markdown will be much bigger at 934k

infinityhedge

05 Feb 2025 22:23

U.S. TREASURY'S BESSENT: TARIFFS ARE AIMED AT BRINGING MANUFACTURING BASE BACK TO THE U.S.

infinityhedge

05 Feb 2025 19:01

MICROSTRATEGY REBRANDS AS STRATEGY

STRATEGY UNVEILS NEW NAME, BITCOIN LOGO, AND ORANGE BRAND COLOR

infinityhedge

05 Feb 2025 17:38

Berachain Airdrop Checker & Eligibility: Link

Tokenomics: Link

infinityhedge

04 Feb 2025 23:45

SEC SCALING BACK CRYPTO ENFORCEMENT UNIT: NYT

infinityhedge

03 Feb 2025 22:36

TRUDEAU: PROPOSED TARIFFS WILL BE PUT ON HOLD FOR AT LEAST 30 DAYS