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Intro

0:00

Inflation

1:24

Sponsor

3:14

Global Central Banks

11:28

Treasury Yields

13:30

SP 500

18:28

Bitcoin SP 500 Correlation

20:48

Bitcoin Support Levels

22:56

Bitcoin Having Watch

24:59

US Economy

27:18

Employment Market

30:06

Delinquencies

31:49

Loan Loss Provisions

33:25

Higher Mortgage Rates

35:23

Housing Sales

36:05

Auto Sales

37:16

NFP

37:59

Money Markets

39:45

Corporate Bond Spread

40:51

Financial Conditions

41:49

US Treasury Market

43:26

Treasury Supply

45:50

Treasury Bills vs Coupons

46:26

Treasury Supply vs Reserves

51:57

Treasury Collateral

58:23
Global Macro Update: Proceed With CAUTION
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2024Apr 26
In this episode, Nik brings us a global macro update to discuss recent weakness in stocks and bitcoin, and looks ahead to next week Treasury's quarterly refunding announcement. With over 30 charts from inflation to the economy to asset markets, Nik shares his analysis on the stocks/bitcoin correlation, the Fed's mistakes around rhetoric and financial conditions, and the dangers stemming from a significant devaluation of the Japanese yen. The Bitcoin Layer is brought to you by River. Visit http://River.com/TBL and earn up to $100 in bonus Bitcoin when you buy. Subscribe and turn on notifications for TBL on YouTube. Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe Follow TBL on X: / thebitcoinlayer Subscribe to The Bitcoin Layer on your favorite podcast platform. Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg The Bitcoin Layer is a bitcoin and global macroeconomic research firm. The Bitcoin Layer and its guests do not provide investment advice. Block Height 841017 #thebitcoinlayer Nik Bhatia's Twitter:   / timevalueofbtc   Research Associate Joe Consorti's Twitter:   / joeconsorti   Creative Director Matthew Ball's Twitter:   / matthewrball   #TheBitcoinLayer #NikBhatia #JoeConsorti #GlobalMacroUpdate #StockMarketAnalysis #BitcoinAnalysis #TreasuryRefunding #InflationData #EconomicIndicators #AssetMarkets #FedAnalysis #FinancialConditions #StockBitcoinCorrelation #JapaneseYenDevaluation #MarketInsights #EconomicAnalysis #FinancialNews #MarketTrends #InvestmentStrategy #FinancialAnalysis #MarketVolatility #EconomicOutlook #FedPolicy #AssetAllocation #MarketResearch #InvestorInsights #GlobalMacro #Stocks #Bitcoin #Treasury #Inflation #Economy #Markets #Fed #Yen #Analysis #Charts #Finance #Investing #Trends #Insights #Update #News #Bloomberg #Analysis #Charts #Tradingview #InvestmentStrategy #MarketWatch #StockMarket #PassiveInvesting #IndexFunds #FinancialMarkets #MarketWatch #FreeMarkets #Markets #USTreasury #TreasuryBills #BalanceSheet #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Learn #Teach #Teacher #Blockchain #Mining #BitcoinMining #macro
Global Market Update
The Bitcoin Layer

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The Bitcoin Layer

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