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Dialogue with macro investors: How should we allocate assets under the new leadership of the Federal Reserve?
The banking system's liquidity is currently nearing its bottom, leaving limited room for further balance sheet contraction, but expansion is also likely to be slow. Asset allocation tends towards a three-pillar structure.Is CME Group also launching its own cryptocurrency? Deciphering the three-pronged strategy behind CME's digital maneuvering.
CME Group, the world's largest derivatives exchange, announced its exploration of issuing a digital token, "CME Coin," aimed at solving weekend liquidity issues, reclaiming interest profits, and building a compliance moat. This signifies the deep involvement of traditional financial giants in the crypto space, with an intention to reshape market rules.Dalio's ultimate reflection in 2025: "Purchasing power of money" will become the number one political issue in 2026, and AI is in the early stages of a bubble.
Debt/currency/market/economic power, domestic political power, geopolitical power, natural power, and new technology power (AI) will continue to be the main drivers for reshaping the global landscape.
