BREAKDOWN: How Markets Are Interpreting the F...

The NBA enters prediction markets. The NBA signed a data-sharing deal with the CFTC and named Kalshi and Polymarket as preferred exchanges, formally stepping into prediction markets. The move puts the league at odds with the NFL, which has sided with states fighting to regulate t ...  Show more

SpaceX raised $40B to buy GPUs. Elon Musk's SpaceX raised $40 billion in debt to buy GPUs, but he warned that debt markets have almost entirely cut off financing for companies without revenue independent of AI data centers. He predicts most of the 200-plus "neoclouds" will not su ...  Show more

This episode is sponsored by Nexo.io, NEAR and FTX US.    On this episode of “The Breakdown,” NLW looks at the Federal Reserve’s increasing hawkishness on inflation. He explains how market expectations around Fed interest rate raises have shifted, and also explains how the mo ...  Show more

This episode is sponsored by Nexo, Abra and FTX US. Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative tightening). In today’s ...  Show more

This episode is sponsored by Nexo.io, Arculus and FTX US.  March saw the U.S.’ highest year-over-year inflation print since 1981, coming in at 8.5%. NLW explores why the discussion around inflation is taking an even more pitched and aggressive turn and how the market responded ...  Show more