Lucas

@lucas79

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Fun fact: Although the U.S central bank has begun reducing rates —with a half percentage point cut last month — investors continue piling into money-market funds. - Now money-market funds are attracting record amounts of cash. It have seen nearly $1.87 trillion of inflows since the Fed started its aggressive interest-rate hiking cycle in March 2022, eventually pushing rates well over 5% and making cash an attractive asset class. -> A lot of cash in the park, the bullish for risk-asset still ahead.

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Title: Key Takeaways From September 2024 Bank of America Global Fund Manager Survey. - FED rate cuts has boosted fund managers sentiment for the first time since June, according to a global survey by Bank of America Corp.

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Title: Key Takeaways From September 2024 Bank of America Global Fund Manager Survey. - FED rate cuts has boosted fund managers sentiment for the first time since June, according to a global survey by Bank of America Corp.

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Title: Decoding the Data: Is the U.S. Labor Market Signaling a Recession? - The U.S. labor market has become the focal point in the debate over whether the U.S. is facing a recession. In our latest study, we delve into core data analysis to clarify this issue and examine whether these concerns have been overstated. Let’s explore together the impact and significance of this for investors, the economy, and overall market sentiment. #GlobalEconomy #InvestmentInsights #RecessionWatch #LaborMarket #MacroTrends

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Title: Decoding the Data: Is the U.S. Labor Market Signaling a Recession? - The U.S. labor market has become the focal point in the debate over whether the U.S. is facing a recession. In our latest study, we delve into core data analysis to clarify this issue and examine whether these concerns have been overstated. Let’s explore together the impact and significance of this for investors, the economy, and overall market sentiment. #GlobalEconomy #InvestmentInsights #RecessionWatch #LaborMarket #MacroTrends

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Title: Record Debt Levels: What Does It Mean for Consumer Spending and the Economy? - Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S households continue to power the economy, or are we facing a slowdown? Dive into our research to uncover the answers. #ConsumerSpending #EconomicOutlook #InvestmentInsights

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- Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S households continue to power the economy, or are we facing a slowdown? Dive into my research to uncover the answers. #ConsumerSpending #EconomicOutlook #InvestmentInsights

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Fun fact: BTC’s underperformance relative to equities on this bounce from the JPY carry trade panic lows shows that it still isn’t part of portfolio construction and isn’t getting any passive flows. Keep in mind that BTC got to $1 trillion+ without these flows, what happens when it gets 1..3…5%?

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Title: Crypto Fundraising Summer 2024 - Top protocol to watch 1/ @MorphoLabs • Total raised: $69.35M • Latest round: Undisclosed, $50M • Backers: PanteraCapital, a16z, and more. Morpho is arguably the most significant phenomenon in DeFi this year, boasting over $1.5 billion in TVL.

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Title: ETF demand has been mostly retail-driven; institutional demand picking up. - The top 80 holders of Bitcoin ETFs include a diverse array of hedge funds, asset managers, and institutional investors such as Millennium Management LLC, Susquehanna International Group, Jane Street Group, and ARK Investment Management. The involvement of these financial heavyweights marks a significant milestone for cryptocurrency adoption, underscoring the growing acceptance of Bitcoin as a legitimate and valuable asset class.

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Title: August 2024 Bank of America Global Fund Manager Survey 1/ In August 2024, investor sentiment took a defensive turn, driven by growing concerns over the global economic outlook. According to the Bank of America Global Fund Manager Survey, which polled 220 participants managing $590 billion in assets, there was a marked shift towards caution, reflected in reduced allocations to equities and increased cash holdings, with sentiment among fund managers falling to a seven-month low.

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The global financial landscape witnessed a turbulent week, with significant declines sweeping across major stock indices and the cryptocurrency market. Amidst this volatility, investors wonder whether to brace for a prolonged downturn or see this as a strategic opportunity. In our latest market report, we delve into a comprehensive global macro overview, dissect the factors driving widespread sell-offs, and offer insights on navigating these challenging times. Stay informed, gain a clear perspective on positioning your investments, and understand the critical data that shapes the market dynamics through the research below. Title: U.S. Recession Alert! An In-Depth Analysis of the Market

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Title: Solana’s Ascent: From Retail Darling to Institutional Powerhouse. - Once viewed as a risky investment following the collapse of FTX, Solana (SOL) has made a remarkable comeback, emerging as one of the strongest performers in the latest crypto bull run. With its lightning-fast transaction speeds, minimal gas fees, and a rapidly expanding ecosystem, SOL has not only regained investor confidence but is now being hailed as a serious contender to Ethereum’s throne. What’s driving this resurgence? Today, we delve into the surging on-chain activity within the Solana network. The network’s rapid growth underscores its game-changing potential. Join us as we explore the forces propelling Solana into the spotlight and assess its future prospects.

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