📑 Research Notes for 2022-04-11
This week, we look at the Fed's plan to shrink their balance sheet, a new inflationary era, a possible Russian default, and the global state of "cryptocurrencies."
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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Short Video of the Week
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Minutes Signal Fed to Shrink Balance Sheet by $95B/Month.
(Bloomberg)
The Federal Reserve signaled it will reduce its massive bond holdings at a maximum pace of $95 billion a month, according to the minutes of the policy-setting Federal Open Market Committee's March meeting.
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World May Be On The Brink Of New Inflationary Era.
(The Guardian)
The world economy may be on the brink of a new inflationary era with persistently higher growth in consumer prices due to the retreat of globalisation, a leading central bank chief has said. AgustÃn Carstens, head of the Basel-based Bank for International Settlements – which is known as the central bank of central banks – said there was a strong risk that prices would rise uncontrollably without a sharp rise in interest rates above existing plans.
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U.S. Stops Russian Bond Payments, Raising Risk of Default.
(Reuters)
The United States stopped the Russian government on Monday from paying holders of its sovereign debt more than $600 million from reserves held at U.S. banks, in a move meant to ratchet up pressure on Moscow and eat into its holdings of dollars.
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Global State of Crypto 2022
(Gemini)
In 2021, cryptocurrency reached a tipping point, evolving from what many considered a niche investment into to a global, established asset class. Venture capital investment exceeded $30 billion in crypto and blockchain startups, with more than $10.5 billion in investment in Q4 2021 alone. Cryptocurrency market capitalization almost hit $3 trillion and bitcoin reached an all time high of over $65,000.
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Last Week’s Market Performance Heatmap
(FinViz)
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Curated by Joseph Lu, CFA®
Joseph is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder.
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