EGRAG CRYPTO simply answers the “Why’S” in cryptos in a rational, knowledgeable, and tech-driven approach. EGRAG is letter “Y” in French.
The most important development this week was not simply that the Federal Reserve raised interest rates. It was what happened afterward. The Fed raised rates by 25 basis points to 3.75%–4.00%, the Bank
15 September for Crypto. 16 September for Markets. These two dates will be remembered in the history of Financial markets and Crypto markets. 🔔This may be the most consequential macro week of the
The central macro story this week is not simply whether the Federal Reserve will raise rates in September. 🔔It is the growing conflict between economic reality, Federal Reserve credibility, and
Warsh’s Bluff: The Fed Talks Tough, But Can It Really Hike? Kevin Warsh’s latest Jackson Hole speech sounded aggressively hawkish. He warned that inflation remains too high, argued that financial
When Japan Started Pulling Capital Home, the Global Bond Market Shook. This week, something happened that global markets have not seen in decades. Within roughly 48 hours, government bonds sold off
The major idea of this week’s report is simple: US inflation is cooling, the Federal Reserve has more room to stay patient, and markets are benefiting from that relief, but the entire setup still
If You Don’t Understand Bonds, You Don’t Understand Money Most investors watch stocks, crypto, gold, oil, and the Fed. But underneath all of them sits one market that quietly influences almost
The United States is not supporting the Japanese yen simply out of friendship. It is helping Japan because Japan sits at the center of America’s debt, currency, and bond-market system. The recent
Two of the most important economic developments of the year arrived almost at the same time: The Federal Reserve’s interest-rate decision and the release of the PCE inflation report, the Fed’s
The Question: How XRP Could Help Break the Yen Carry-Trade Trap Without Forcing a Global Asset Liquidation Japan’s monetary dilemma appears impossible. Keep interest rates too low, and the yen
Japan is approaching one of the most dangerous monetary crossroads in modern financial history. For more than three decades, Japan built its economic system around one essential condition: Money Had
Hormuz and Bab el-Mandeb Could Reshape Inflation, Interest Rates and Global Markets Oil has risen roughly 30% in one month and briefly touched $100 per barrel. Equity markets weakened, shipping risks