Hi friend 👋🏼

This week balances optimism with a sense of caution. While Bourbon is making headlines with a market expected to reach incredible heights, inflation's potential return keeps markets on edge. And at the same time, Bitcoin keeps changing the way we think about financial benchmarks.

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The Weekly Fun Fact 🤔

The Bourbon spirits market is estimated to reach an incredible $128 billion by 2031, showing a rising demand for premium whiskey. This growth reflects more than just enjoying a drink, it’s a signal of Bourbon’s rising status as a collectible asset. 

From limited editions to high-value bottles, Bourbon is carving its niche in the alternative investments space. As consumers and investors alike recognize its value, this iconic spirit is no longer just about sipping, it’s about seizing opportunities. 

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🔴 Will inflation return in the US? 📉

Inflation in the US may see a resurgence, with disinflation trends slowing and concerns voiced by Federal Reserve Chair Jerome Powell. If core CPI rises to 4% by spring, markets could face higher interest rates, bond yields, and a stronger dollar. Conversely, if inflation stabilizes near 2%, optimism and market stability may prevail. 

The economic outlook also hinges on Trump 2.0’s policies, including tariffs, tax cuts, and foreign policy moves on Ukraine and Iran, all of which could shape global markets. Investors will need to keep a close watch on inflation trends and policy moves to navigate the uncertain terrain ahead.

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🟡 Interest cuts: global central banks proceed with caution ⚠️

Global central banks are set to lower interest rates further in 2025, but caution dominates amid inflation concerns and uncertainty surrounding Trump’s return. While most advanced economies will ease monetary policies, the pace is expected to slow, with rates projected to drop by just 72 basis points. 

Trade tariffs and geopolitical shifts could disrupt growth, leaving central bankers navigating uneven paths to stabilization. The Federal Reserve remains focused on inflation risks, while counterparts like the eurozone and UK opt for gradual easing to support economic recovery.

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🟢 Bitcoin: the New S&P 500? 💰

The S&P 500 has been the standard measurement of the market for decades, but Bitcoin is increasingly being seen as a modern benchmark for financial markets. As Anthony Pompliano calls it, Bitcoin is “gold on steroids”. Its decentralized structure, finite supply, and resilience to traditional market fluctuations make it a standout indicator of tech-driven growth and market sentiment. Investors are turning to Bitcoin not just as a hedge against inflation but also as a symbol of the evolving digital economy.

As its influence expands, Bitcoin has the potential to redefine how markets are assessed and how financial strategies are crafted in a rapidly changing world.

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Interesting reads

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US Stocks To Rally In H1 2025: HSBC
HSBC forecasts a strong rally for US stocks in the first half of 2025, fueled by improving market sentiment.

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🎬 It’s a wrap on this week! From Bourbon’s growth to Bitcoin’s evolution and the careful strategies of central banks, this week shows the changing nature of the financial world. 

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