Short IXIC, Long Cryptocurrency into the New Year1. Falling US inflation and rising US fed rates have yet to intersect. They will in 1H'23.
ECONOMICS:USIRYY
FRED:FEDFUNDS
2. US M2 tightening has reached 3%, but alllowing for some growth, it needs to go (linearly) another 6%-9% for a total of 9%-12% down from its previous all-time-high.
ECO
