OM DENNE EPISODE
In this episode, Nik covers the strong jobs report and whether it is enough to push the Fed toward a rate hike. He explains why the two-year yield near 4.38% shows the market pricing in hikes more aggressively than at any point since the election, and why he thinks the Treasury and the Fed will instead find a way to force front-end rates lower, given an interest burden approaching a quarter of tax revenue. Nik also covers the 4.81% level on the ten-year, why a flattening yield curve signals demand for safe assets rather than a debt spiral, why Europe worries him more than the United States, and the level bitcoin has to close above.
The Bitcoin Layer and its guests do not provide investment advice.
The Bitcoin Layer and its guests do not provide investment advice.
Engelsk
USA
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ANDRE EPISODE I DENNE PODKAST
In this episode, Nik explains why he thinks this week's inflation data is the most important economic release of the year, with PPI and CPI landing days before the Fed's September 16 decision. He covers why treasury bills lead the Fed and have been pricing hikes since May, how Kevin Warsh ending fo…
In this episode, Nik covers the chaos in global government bond markets, with yields rising from the United States to Japan, Germany, France, and the United Kingdom. He explains what actually drives bond yields, why inflation is structurally higher in 2026 than in the last fifteen years, and why Ke…
In this Global Macro Update, Nik explains why he believes the current global bond meltdown and liquidity contraction will end in a massive global money print. He walks through the global balance sheet, $600 trillion in real assets, $600 trillion in financialized assets, and $600 trillion of banking…
In this Global Macro Update, Nik covers the global bond meltdown and what happens to Liquidity if the Fed hikes rates. He starts with bitcoin losing the trend line he had been tracking and slipping from $80,000 back to $76,000, then turns to crude oil above $106 a barrel and why the energy shock, i…
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