Where the money is flowing nowRISK-ON
Money is rotating out of bonds and into oil, crypto and gold.
S&P +1.3% · Bitcoin +19.5% · Gold +6.3% · Dollar -0.2% · Bonds -1.9% · past ~8 weeks · analysis, not advice
₿ CryptoTailwind
Crypto is catching a bid of its own even with mixed macro — momentum is up, but watch the dollar for confirmation.
💱 ForexRange-bound
The dollar is going sideways — majors are range-bound; the next Fed signal or inflation print is likely to break it.
📈 StocksTailwind
Risk-on — money is flowing into equities and growth/tech usually leads. Momentum favours the bulls while the flow holds.