According to The Kobeissi Letter, Berkshire Hathaway's holdings in US Treasury Bills now exceed the US Federal Reserve's holdings by $91.2 billion, making their T-bill balance approximately 47% higher than that of the Fed. This significant position in T-bills indicates a strategic allocation by Berkshire Hathaway amidst current market conditions.

According to The Kobeissi Letter, Berkshire Hathaway's holdings of US Treasury Bills have reached $286.5 billion, which is $91.2 billion more than the US Federal Reserve's $195.3 billion. This positions Berkshire Hathaway's T-bill balance as 47% higher than that of the Fed, highlighting a significant shift in asset allocation strategies.

According to Edward Dowd, the Q3 jobs report for September 2024 revealed that job numbers were overstated by about 60,000 jobs per month. This overstatement suggests that the Federal Reserve's policy might have been excessively tight, potentially impacting interest rate decisions and economic conditions, which could have trading implications for interest rate-sensitive assets.

According to KookCapitalLLC, today's stock market drop was primarily due to heightened concerns over potential interest rate hikes by the Federal Reserve. This development has prompted investors to reevaluate risk assets, leading to a sell-off in equities. The downturn was further exacerbated by disappointing earnings reports from several large-cap companies, which added to market jitters (Source: KookCapitalLLC).

According to Kook (@KookCapitalLLC), China has reportedly doubled its money supply overnight, which could have significant implications for cryptocurrency markets. This move may signal similar actions by the Federal Reserve, potentially impacting Bitcoin and other digital assets. Such monetary policy changes could affect trading strategies, as increased liquidity might drive prices higher. However, these statements require further verification from official sources for precise trading decisions.

According to André Dragosch, PhD, current trends in money supply growth suggest that US inflation may continue to decrease until early 2026, contrary to widespread expectations of a re-acceleration. This could provide the Federal Reserve with more flexibility to maintain or even enhance its monetary easing policies, which could have significant implications for financial markets, particularly in influencing interest rates and investor strategies.

According to WallStreetBulls, a debate has emerged between Peter Schiff and Simon Dixon regarding Bitcoin's role as a reserve asset. Bitcoin maximalists question the importance of BTC in Federal reserves while expressing a desire for the Federal Reserve to hold Bitcoin, an apparent contradiction noted by WallStreetBulls.

According to The Kobeissi Letter, US supercore inflation rose 4.0% year-over-year in January. The 3-month and 6-month annualized rates increased to 4.7% and 5.3% respectively, indicating a significant inflation acceleration. The 1-month annualized rate suggests inflation could reach 9.5%, impacting financial markets and potentially influencing Federal Reserve interest rate decisions. These inflation figures are crucial for traders assessing market risk and potential shifts in monetary policy.

According to André Dragosch, PhD (@Andre_Dragosch), if US Treasuries are no longer the de facto safe-haven asset, traders should expect significant yield curve steepening as investors avoid long-term Treasuries. This could prompt the Federal Reserve to engage in Yield Curve Control to manage long-term interest rates. Such developments are critical for traders as they indicate shifts in investor sentiment and potential policy interventions that could affect bond and equity markets. Source: André Dragosch on Twitter.

According to The Kobeissi Letter, the 6-month annualized CPI inflation is approaching 4% while the 3-month annualized CPI is nearing 5%. The current headline CPI inflation at 3.0% seems overly optimistic, putting the Federal Reserve's target at least 100 basis points higher than their 2% goal. This inflationary trend has been anticipated by gold markets for months, indicating potential adjustments in trading strategies to accommodate the shifting economic landscape.

According to The Kobeissi Letter, current 6-month annualized CPI inflation trends toward 4%, while the 3-month annualized CPI approaches 5%. The headline CPI inflation is at 3.0%, which appears optimistic given the Federal Reserve's 2% target. This positions the Fed 100 basis points above their target, indicating potential pressure on interest rate adjustments. Gold markets have reacted to these inflationary trends for months, suggesting that inflation hedging strategies might be prudent for traders.

According to Crypto Rover, Federal Reserve Chairman Powell stated that the FED will not restrict banks from serving customers involved in legal cryptocurrency activities. This development is considered very bullish for the crypto market as it may encourage more institutional participation and increase liquidity. Such regulatory clarity can potentially lead to a more robust integration of cryptocurrencies into the traditional financial system, benefiting traders by potentially reducing volatility and increasing market depth.

According to The Kobeissi Letter, the 10-year note yield has risen by 25 basis points from a low observed exactly one week ago. This increase reflects market expectations of one rate cut in 2025 followed by another Federal Reserve pause until December 2026. The resurgence of inflation has been confirmed, impacting trading strategies and market sentiment.

According to The Kobeissi Letter, the 10-year note yield has increased by 25 basis points from its low a week ago. Markets are now anticipating a rate cut in 2025 followed by another Federal Reserve pause until December 2026, reflecting the resurgence of inflation pressures.

According to @KobeissiLetter, the Consumer Price Index (CPI) inflation surged by 0.5% over the past month, marking the largest monthly increase since August 2023. This unexpected rise in inflation, alongside core CPI inflation increasing to 3.3% instead of the anticipated 3.1%, signals potential challenges for the Federal Reserve's monetary policy strategy. Traders may need to brace for potential interest rate hikes as the Fed could act to curb rising inflation pressures.

According to @KobeissiLetter, the Consumer Price Index (CPI) inflation has increased by 0.5% in one month, marking the largest surge since August 2023, contrary to expectations. Core CPI was anticipated to decrease to 3.1% but instead rose to 3.3%, which poses significant implications for the Federal Reserve's monetary policy strategies. This unexpected inflationary pressure may impact the Fed's interest rate decisions, affecting liquidity and market volatility.

According to @KookCapitalLLC, the recent Consumer Price Index (CPI) results are not favorable, potentially increasing pressure on the Federal Reserve to hike interest rates. This situation could adversely affect the cryptocurrency market by reducing liquidity and increasing borrowing costs. Despite the pressure, there is skepticism about the Fed's ability to implement hikes due to existing economic constraints, which may result in market stagnation until the fall. This could lead traders to consider risk management strategies or alternative investments during this period.

According to Eleanor Terrett, Jerome Powell, the Chair of the Federal Reserve, has committed to not allowing the implementation of a Central Bank Digital Currency (CBDC) during his tenure. This decision may impact trading strategies involving the US dollar and digital currencies by maintaining the current monetary policy structure without introducing a CBDC. Market participants should consider the implications for USD stability and digital currency competition.

According to Greeks.live, this week's key events for Bitcoin investors include significant macroeconomic events such as the Federal Reserve's updates and U.S. economic data. Traders should pay particular attention to the six-month monetary policy and CPI data, as they could influence Bitcoin price movements. Additionally, new EU regulations may also play a role in shaping the market dynamics.

According to The Kobeissi Letter, the Federal Reserve's Reverse Repo Facility (RRP) has decreased by approximately $2.5 trillion from its peak in December 2022. This decline is attributed to the U.S. borrowing substantial amounts of debt for deficit spending, leading to the RRP reaching a 1,386-day low. For traders, this indicates a significant shift in liquidity dynamics and could impact interest rates and borrowing costs. Monitoring the RRP levels is crucial for assessing market liquidity conditions and potential impacts on short-term interest rates.