Episode Details
| Title | Trump’s Tariff War Gets Sidelined By The Courts | Weekly Roundup |
|---|---|
| Date | 5/30/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $STABLES - Stablecoins are having a significant impact on short-term US Treasury yields, suggesting their growing importance in financial markets.
- “This paper examines the impact of dollar backed stable point flows on short term US treasury yields using daily data from '21 to 2025. Estimates from instrumented local projection regression suggests that a two standard deviation inflow into stablecoins lowers the three month treasury yield by two to two and a half basis points within ten days with limited to no spillover effects on longer tenors.” - Felix (51:30)
- 🟢 $AIINFRA - 🔒
- 🟢 $CRYPTO - 🔒
Bearish:
- 🔻 $HOUSING - 🔒
- 🔻 $CONSULTING - 🔒