Market Cycles & Macro

The reasoning should compare evidence and alternatives, with capital rotation phases, macro catalyst analysis, and real yield sensitivity used to separate structural signals from coincidence. The entry point for Market Cycles & Macro is crypto market cycles, while global liquidity conditions and interest rate sensitivity establish the wider editorial context. The editorial range extends from inflation and digital assets and risk-on market behavior to monetary policy transmission, with business cycle correlations and dollar strength effects adding operational or market context. Market Analysis may explain an asset or setup, but this section requires a macro or cycle-level link involving liquidity, rates, inflation, credit, the dollar, or cross-asset rotation.