Macro Timeline Update 7525

Intro:

Bitcoin is consolidating after 3 failed new high breakout attempts.

Fed fund rates and policy projections

Domestic & Global liquidity projections

Treasury General Account (TGA) projections, and updates on OBBB being signed by POTUS yesterday.

Forward Guidance: Powell under fire for $2.5B Fed HQ luxury renovations and Trump’s 90-day RoW pause ends.

Newsletter portfolio changes