Macro Timeline Update 122924

End of a stellar year for the newsletter!

Intro:

Bitcoin still trading below November close / December open and the monthly candle looks pretty ugly! Is it over!? You’d think so with the fear on my timeline with the price above $90,000 U.S. Republic credits!

Liquidity domestic and global forecast for 2025.

Treasury General Account (TGA) update with March projections adjusted for debt ceiling debate.

Deep dive into U.S. and China’s bond market issues, 2025 policy direction, and potential outcomes for each.

Newsletter Trad-Fi portfolio update.