FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets

FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann – Forward Guidance

Market views

Bullish

TREASURIES— Joe expects significant interest rate cuts throughout the year, which would be bullish for Treasury prices.
RISKASSETS— Joe believes Q1 2025 will be the most profitable time for risk assets, particularly in crypto, as it's currently the best expression of macro trends.
SOL— Joe anticipates a Solana ETF, which he believes will be a bullish catalyst for the asset.
MEME— Joe suggests buying established 'blue chip' meme coins during market downturns, specifically mentioning Doge, Pepe, and Bonk across three different blockchain networks.
SUI— Joe considers going long on SUI if it trades below $2, noting that it trades well from a trading perspective.
BTC— Joe discusses potential catalysts for a Bitcoin price reversal, including Trump's potential return to office and discussions about digital assets.

Bearish

BTC— Joe expresses a tactical short-term bearish view on Bitcoin, based on technical indicators and market events.
EURUSD— Joe is bearish on the Euro, expecting it to potentially drop to parity with the dollar or lower based on technical analysis.

Not investment advice.