The Fed: Talking Markets With Noelle Acheson

Описание: On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shifting Fed expectations could impact risk assets, including Bitcoin (BTC), Ethereum (ETH), and the broader crypto market.

They also discuss macro forces driving digital assets, the relationship between liquidity and crypto performance, and whether BTC’s next big move could be higher or lower.

Follow Noelle's work here: https://www.cryptoismacro.com/

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00:00 – Is This QE by Another Name? Fed Rate Cut Reaction
00:55 – Fed Dot Plot Signals No More Rate Cuts Ahead
02:08 – Global Central Banks Hit the Brakes on Easing
03:28 – Are Jobs Numbers Overstated? Fed Raises Red Flags
04:37 – $40B Treasury Bill Purchases: Liquidity or QE?
06:17 – Inflation, Tariffs, and the End of Globalization
08:18 – Venezuela Oil Seizure and the New Geopolitical Order
10:11 – Bitcoin as a Liquidity Canary in Volatile Markets
11:57 – Why Bitcoin Could Stay Rangebound Into Year-End
14:37 – Gold vs Bitcoin: Safe Havens in a Multipolar World
19:55 – The Crypto “X Factor” and Why Sentiment Has Shifted
23:35 – Is the Bitcoin Halving Cycle Still Relevant?
26:13 – CFTC Changes That Could Transform Crypto Markets
32:34 – Why Rising Treasury Yields Are the Real Market Signal
35:57 – What to Watch Next: Yields, Policy, and 2026 Risks

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

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