The Macro Brief - 2 September 2025
You will come across specific terms in these notes (FLD, VTL, and so on). Rather than explain them each time, you will find definitions here: guidance notes for Hurst cycles terminology.
The Macro Brief is a brief excerpt from our weekly Macro Outlook newsletter. Today we have two instruments: the S&P 500 (ES futures) and Bitcoin.
General outlook: Gold, EURUSD both in 40 day cycle peak zone. US Dollar, Oil, Copper, USDJPY forming pro-trend 20 day cycle troughs. SPX E-Minis, 10 Year Treasuries at 80 day cycle peaks. Nikkei to 40 day cycle trough zone. Bitcoin 80 day cycle trough forming.
S&P500 E– Minis (ES) - 80 day peak zone. Down.

We believe that the 80 day cycle peak is in place now. Down.
Bitcoin - 80 day cycle trough zone. Up.

Bitcoin is in an 80 day cycle trough zone. Up.