Billy's Market Journal: Bloomberg Intelligence’s Eric Balchunas argues further US rate hikes would hurt financial a…
The major market, Bitcoin, macroeconomic, and market-moving political context reported by BWB during the three hours ending Sep 12, 1:30 PM CDT.
This edition turns on the tension between Bloomberg Intelligence’s Eric Balchunas argues further US rate hikes would hurt financial assets and the economy. He says surging government interest payments are already the second-largest federal expense, and adds Trump is unlikely to back more increases. The question for investors is whether the next confirmed price move supports that thesis or rejects it.
Market Pulse: Billy's latest alerts
Billy's latest actionable stock and crypto alerts are: September 11, 2026 at 4:49 PM CDT (20h 40m old): Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews September 11, 2026 at 4:42 PM CDT (20h 47m old): Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews 📷 📷 September 11, 2026 at 2:32 PM CDT (22h 57m old): Exit $SPCX Lotto with 30% profit September 11, 2026 at 1:32 PM CDT (23h 57m old): Long $SPCX $150 Call Lottos for .45 - 10 Contracts for "why the hell not" reason September 11, 2026 at 12:22 PM CDT (25h 7m old): Exit $APP with a $2 profit per share - nice day trade September 11, 2026 at 9:17 AM CDT (28h 12m old): Exit $GOOGL Sold Puts for 90% profit - Obviously the $SPY PDS is cracked - These are Billy's recorded entries, targets, updates, and risk limits—not newly generated recommendations.
The evidence
The macroeconomy and market-policy watch included: Bloomberg Intelligence’s Eric Balchunas argues further US rate hikes would hurt financial assets and the economy. He says surging government interest payments are already the second-largest federal expense, and adds Trump is unlikely to back more increases. Joseph Wang warns bond markets face growing stress, corporate buybacks are disappointing, and a new rate hike cycle is nearing, signaling further monetary tightening and sharper market moves ahead. Florida Gov. Ron DeSantis is raising concerns about President Trump's proposed $5,000 dividend for American adults. DeSantis says returning surplus revenue to taxpayers is appropriate, but warns that borrowing money to fund the payments would add to the national debt and fuel inflation. The comments come after Trump proposed issuing the $5,000 payments if Republicans retain control of both chambers of Congress follo… Economic costs from Ukraine's seaports blockade and destruction about 1.5 percentage points of GDP this year: minister Anthony Pompliano says interest rates and oil prices are having less influence on the U.S. economy than many investors assume. He argues the Clarity Act could help drive bitcoin toward $100,000, while AI growth remains exponential.
Targets and expectations
The source-backed decision levels are: Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews Crypto Trader Update YOUR $BTC LONG IS NOW UP 25% 🔥🔥🔥 This is the early seat for this weekend rally Note : I attached my Early entry alert with date and TIMESTAMP below for your studies #bitcoin #crypto #breakingnews 📷 📷 Exit $SPCX Lotto with 30% profit Long $SPCX $150 Call Lottos for .45 - 10 Contracts for "why the hell not" reason Exit $APP with a $2 profit per share - nice day trade Exit $GOOGL Sold Puts for 90% profit - Obviously the $SPY PDS is cracked - Bullish or bearish confirmation requires price to move through Billy's stated trigger or target; a stated stop, closure, or move back through the entry invalidates that setup. These are reported levels, not guarantees or fresh recommendations.
Billy's take
My read starts with the biggest verified catalyst, then Bitcoin and broad-market positioning, then the exact support, resistance, or target levels actually stated by the desk. If BWB did not publish a level, I will not make one up. Respect risk and wait for confirmation.
What I'm watching next
- 11 White Women vs. 1 Black Man: Dan Dakich Reacts @dandakich breaks down the hypocrisy and racial optics surrounding a high-stakes standoff involving 11 white women and a single Black man. Dakich exposes how liberals and the media will try →
- 🚨 $XRP E TFs Face October Delay #Roundhill and #Teucrium shifted their XRP #ETF effective dates to October 11, while XRP ETFs hold $1.45B in assets. XRP remains below $1.40 resistance. 🔗 Know more in comments →
- Bitcoin remains directionless, says Michael van de Poppe. He would only take a position after a break above $77,900. Otherwise, he sees either a quick move to $81,000 or a drop to $74,000 before a rebound. →
- NEW: 📊 Shipping costs are absolutely exploding. The Breakwave Tanker Shipping ETF ($BWET) is up 6200% in the last 15 months. Meanwhile, diesel prices are at all-time highs this week and $WTI is back above $100. →
- Bloomberg Intelligence’s Eric Balchunas argues further US rate hikes would hurt financial assets and the economy. He says surging government interest payments are already the second-largest federal expense, and adds Trump is unlikely to bac →
- Anthropic is reportedly preparing an IPO that could raise up to $100 billion, a sum that would rank as the largest public offering on record. Nvidia may invest as much as $10 billion in the deal, according to Mario Nawfal. →
BWB member result
Took $1.20 profit on the remaining Puts on the Strangle - holding the Calls now
Historical results are not a promise of future performance. Trading involves substantial risk.Timestamped source record
4d agoBloomberg Intelligence’s Eric Balchunas argues further US rate hikes would hurt financial assets and the economy. He says surging government interest payments are already the second-largest federal expense, and adds Trump is unlikely to back more increases.BWB News TV
4d agoAnthropic is reportedly preparing an IPO that could raise up to $100 billion, a sum that would rank as the largest public offering on record. Nvidia may invest as much as $10 billion in the deal, according to Mario Nawfal.BWB News TV
4d agoMichael Saylor cast Bitcoin as an open, global reserve asset defined by “absolute scarcity.” The remarks come as Strategy disclosed a 4,603 BTC purchase for $370 million and reported assets of $6.71 billion as of Aug. 30, 2026.BWB News TV
4d agoRobinhood’s approval to tokenize AMC shares is fueling a new securities-law debate: should a platform need the issuer’s consent before turning stock into tokens? Laura Shin points to broader questions on KYC, control and market structure, citing Securitize’s BBWB News TV
4d ago🚨 #CLARITY ACT LIVE: 🇺🇸 A major twist could emerge ahead of the #Senate vote on the landmark U.S. #crypto market structure bill, with new developments potentially shaping the legislation’s path forward. 🔗 Live updates:BWB News TV
4d agoLondon could become the main clearing hub for stablecoins if Nigel Farage wins the UK election, according to James Van Straten. The case rests on London’s existing role as the leading global center for wholesale gold and international bond clearing.BWB News TV
4d agoJoseph Wang warns bond markets face growing stress, corporate buybacks are disappointing, and a new rate hike cycle is nearing, signaling further monetary tightening and sharper market moves ahead.BWB News TV
4d ago11 White Women vs. 1 Black Man: Dan Dakich Reacts @dandakich breaks down the hypocrisy and racial optics surrounding a high-stakes standoff involving 11 white women and a single Black man. Dakich exposes how liberals and the media will try to turn him into aBWB News TV
4d agoBitGo CEO Mike Belshe says AI regulation could make Americans less safe. He cites regulated finance and Revolut’s personal data leak as proof that safety rules can backfire by exposing sensitive information.BWB News TV
4d agoFlorida Gov. Ron DeSantis is raising concerns about President Trump's proposed $5,000 dividend for American adults. DeSantis says returning surplus revenue to taxpayers is appropriate, but warns that borrowing money to fund the payments would add to the nationBWB News
4d agoEconomic costs from Ukraine's seaports blockade and destruction about 1.5 percentage points of GDP this year: ministerBWB News
4d agoDestruction of Ukraine's infrastructure, fixed assets from Russian airstrikes estimated at $10 billion this year: economy ministerBWB News
4d agoEconomy minister: about $40 billion of Ukraine's export revenue threatened by blockadeBWB News TV
4d ago🚨 $XRP E TFs Face October Delay #Roundhill and #Teucrium shifted their XRP #ETF effective dates to October 11, while XRP ETFs hold $1.45B in assets. XRP remains below $1.40 resistance. 🔗 Know more in commentsBWB News TV
4d agoEl Salvador’s Bitcoin Office says the Bitcoin Zone in Valle Verde, Apopa has opened, marking a milestone reached four years after the first visit to the area. The launch underscores continued local buildout of the country’s Bitcoin ecosystem.BWB News TV
4d agoBitcoin remains directionless, says Michael van de Poppe. He would only take a position after a break above $77,900. Otherwise, he sees either a quick move to $81,000 or a drop to $74,000 before a rebound.BWB News TV
4d agoBitcoin educator Dan Held says crypto rewards resilience: investors who endure hacks, scams, exchange failures and price swings are the ones ultimately rewarded. His broader view: over the long run, owning Bitcoin matters more than the exact entry price.BWB News TV
4d ago🚨 $MSTR E yes $185 Rally An analyst sees #MSTR at $185 if @Strategy’s STRC preferred stock reaches its $100 par value, while $STRC has already surged 38% from June lows. 🔗 Know more in commentsBWB News TV
4d agoAnthony Pompliano says interest rates and oil prices are having less influence on the U.S. economy than many investors assume. He argues the Clarity Act could help drive bitcoin toward $100,000, while AI growth remains exponential.BWB News TV
4d agoMarkets see a near-certain rate hike next week and 100 bps more tightening through 2027, says Robin Brooks. Main risk: if Warsh sounds dovish on that path, long-term yields could spike.BWB News TV
4d agoNEW: 📊 Shipping costs are absolutely exploding. The Breakwave Tanker Shipping ETF ($BWET) is up 6200% in the last 15 months. Meanwhile, diesel prices are at all-time highs this week and $WTI is back above $100.BWB News TV
4d agoJim Cramer called former NYSE chairman and CEO Dick Grasso a titan and a defender of shareholders. The remarks underscore Grasso’s legacy at the exchange as Cramer’s recent commentary has centered on market pressure and investor impact.BWB News TV
4d agoBitcoin’s recent excess leverage is starting to unwind, according to analyst Joao Wedson, a setup that often precedes either a correction or a period of sideways trading. If price holds as leverage falls, the backdrop could improve; $57,000 remains a possibleBWB News TV
4d agoMidwestern housing markets have outperformed since the pandemic boom ended, but Lance Lambert says their resilience may be nearing its limits. His latest analysis calls for a fresh look at Midwest fundamentals as overheating risks build.BWB News TV
4d agoMichael Taylor says France and Britain now face the highest debt loads and bond yields, warning of an accelerating crisis with no easy fix. The Agora Trading co-founder has also returned to a maximum bearish market stance.BWB News TV
4d ago🚨 Trump Predicts Iran War Could End Soon #Trump says the #Iran conflict could end soon and #oil prices may fall afterward, while #Tehran rules out talks without conditions. #Bitcoin holds near $77K amid oil supply concerns. 🔗 Know more in commentsBWB News TV
4d agoSteve Hou says a widely discussed chart reflects three distinct economic regimes, not one continuous relationship. The 1958-81 blue cluster marks an inflation-dominated era, when the Fisher equation linked 10-year yields closely to inflation.Billy Banks
5d ago$BTC crypto alertBilly Banks
5d ago$BTC crypto alertBilly Banks
5d ago$SPCX market result
