A “risk on” backdrop of risk-taking, speculative leverage and liquidity abundance requires significantly higher policy rates to restrain Credit growth and broad inflationary pressures (including asset inflation).

The world economy is limping into November 2025, buffeted by geopolitical crosswinds, policy fragmentation, and structural shifts that defy easy categorization.

BTC posted its first October loss since 2018 with a 5% decline but enters November, historically its strongest month with 42.51% average gains.

GSL owns and charters a diversified fleet of mid-sized and smaller containerships on long-term time charters to leading liner companies.

We discuss this week’s Fed rate cut, and to breakdown down Jerome Powell’s most recent press conference.