Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In - Ep. 814

Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn’t Priced In - Ep. 814 – Unchained

Market views

Bullish

BTC— Positive outlook on Bitcoin due to potential benefits from economic stimulus and increased safe-haven demand in the current market environment.
VOL— Expectation of continued high market volatility due to Trump's actions and policies, suggesting a potential opportunity in volatility-related instruments.
STABLES— Positive outlook on stablecoins due to potential regulatory clarity from pending legislation, which could increase demand for US dollars and stablecoins.

Bearish

USDOLLAR— Bearish outlook on the US dollar due to current administration policies discouraging foreign investment, which could negatively impact the currency's value.
SPY— Bearish outlook on the S&P 500 due to declining earnings growth, elevated inflation, cost pressures, supply chain disruptions, and declining CEO and consumer confidence.
SMALLCAPS— Negative outlook on small-cap stocks due to the impact of Trump's tariffs, with small caps already down over 20%.
NKE— Negative outlook on Nike due to increased tariffs and operational challenges in Vietnam, potentially impacting the company's profitability.

Not investment advice.