Episode Details
| Title | FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann |
|---|---|
| Date | 1/8/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $TREASURIES - Joe expects significant interest rate cuts throughout the year, which would be bullish for Treasury prices.
- “I think there's a really strong case we made that we still get a 100 plus a 100 bps plus cuts throughout this year.” - Joe (13:33)
- 🟢 $RISKASSETS - 🔒
- 🟢 $SOL - 🔒
- 🟢 $MEME - 🔒
- 🟢 $SUI - 🔒
- 🟢 $BTC - 🔒
Bearish:
- 🔻 $BTC - 🔒
- 🔻 $EURUSD - 🔒