Episode 115: Outlook for Bonds and Bitcoin. With Noelle Acheson.

On this episode of Talking Markets, Maggie Lake is joined by Noelle Acheson, author of the Crypto Is Macro Substack, for a deep dive December's FOMC decision. The central bank approved a quarter point rate cut, as expected, but it was was the balance sheet changes that lit a fire under risk assets. Can it continue? Noelle unpacks what the Fed may be signaling for 2026 rate policy, and how shifting Fed expectations could impact risk assets, including Bitcoin (BTC), Ethereum (ETH), and the broader crypto market.They also discuss macro forces driving digital assets, the relationship between liquidity and crypto performance, and whether BTC’s next big move could be higher or lower.Follow Noelle's work here: https://www.cryptoismacro.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.