Fed: why futures markets still bet on rate cuts (and why they might be wrong)
US bond yields hit a one-year high. Inflation creeps back, driven by oil and tariffs. Yet futures markets still price Fed rate cuts. Decoding this divergence.
US bond yields hit a one-year high. Inflation creeps back, driven by oil and tariffs. Yet futures markets still price Fed rate cuts. Decoding this divergence.
BTC drops from \$82k to \$76,800 (-6%) and crypto ETFs see nearly \$1B in outflows. On the other side: Strategy buys \$2B more, Abu Dhabi raises its stake 16%, and the White House prepares the Strategic Bitcoin Reserve.
Oil climbs back (+3% over two weeks) amid Iran/Trump tensions and IEA's warning on commercial stocks depleting fast. Here's what's moving and why it's spilling into forex and bonds.
Perpetual funding rates give a direct signal on directional positioning in crypto. How to read them without getting fooled.
The 1.0800 level on EUR/USD has become a major psychological pivot. Decoding the forces at play.
NFP Friday, CPI Wednesday, three Fed speakers. Walkthrough.
BTC has been compressing for 3 weeks in a symmetrical triangle. Honest technical read.