Latest / The QuantAlpha Briefing
Weekend Edition · Aug 1 — Fed dissent, oil spike, and a big…
Weekend Edition — the week in review. • Three Fed officials dissented in favor of a rate hike while the committee held at 3.5–3.75% — that level of internal disagreement signals tightening is closer than markets appear to have priced in. • US strikes on Iran were launched then paused, briefly pushing oil toward $100 a barrel; the Bank of Japan held at 1% while intervening in currency markets, raising carry-trade unwind risk. • A Coldcard firmware flaw drained ~$70M in bitcoin over the week, while a bipartisan Senate compromise on the Clarity Act removed the main political obstacle to US…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.