Sophia’s Thoughts On Greenland and EU Tariffs
Tariffs are back in the headlines, not as a trade policy tool, but as a geopolitical lever that markets are once again being forced to price in real time.
Sophia’s Thoughts On Trump and Powell
A criminal probe into Jerome Powell has turned a long-running rate dispute into a high-stakes test of Federal Reserve independence.
Sophia’s Thoughts On Venezuela and Bitcoin’s Utility
Bitcoin climbed back above USD 94,000, as markets digested the U.S. capture of Venezuelan President Nicolas Maduro. What are the market implications of this geopolitical shakeup?
Sophia’s Thoughts On November’s CPI Print
November’s CPI delivered one of the largest downside surprises in years, but markets are treating the data as a signal to scrutinize, rather than a conclusion to embrace.
Sophia’s Thoughts On The Fed Chair Race
Markets are already reacting to the Federal Reserve’s next chair before a nomination is made, signaling that institutional credibility rather than policy changes is the macro variable now being priced.
Sophia’s Thoughts On A Presidential Market Swing
President Trump’s announcement of a U.S. Crypto Strategic Reserve sent markets soaring before a sharp reversal erased gains. What happened and what does this mean for crypto?