US CPI Leads Week of China GDP and Bank Earnings
The week's tape runs straight through the Fed's hand: CPI on Tuesday, China GDP and PPI on Wednesday, then jobless claims. Five money-center banks report alongside.
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
The week's tape runs straight through the Fed's hand: CPI on Tuesday, China GDP and PPI on Wednesday, then jobless claims. Five money-center banks report alongside.
June CPI lands Tuesday with core YoY seen flat at 2.9% and a rare negative headline print; JPMorgan, Citi and Wells Fargo follow, and the read on risk appetite will hit BTC before the Fed does.
A 5% crude jump on Hormuz tensions is reopening the channel from gasoline to inflation expectations to Fed policy, and Bitcoin liquidity is sitting in the middle of it again.
The circuit breaker at KOSPI is the headline; SK Hynix's 15% drop, the worst single-day loss in years, is the real story for global chip and AI-exposed equities.
BTC shrugged off a fourth round of U.S. strikes on Iran while the Fear & Greed Index edged up to 28, hinting that the worst of the geopolitical shock may already be priced in.
The Strait of Hormuz is one of the most consequential oil chokepoints on earth; a near-empty transit log reads as a live risk-off signal for crude, equities, and crypto alike.
BTC held near $63,800 while every traditional war hedge dumped on U.S. strikes in Iran, the latest sign the asset now trades on dollar liquidity and chip-cycle flows, not Hormuz headlines.
The hedge-fund manager's read ties the AI capex cycle to Bitcoin's relative safety bid: if the bubble pops, the question is whether BTC absorbs the risk-off flow or sells with everything else.
A direct US military escalation against Iran pushes Brent crude past the 3% mark and forces a fresh risk-off bid into Treasuries and the dollar, the kind of cross-asset move that historically…
Oil is the cleanest read on geopolitical fear, and a 4.5% open is a flashing bid for safe-haven flows and against rate-cut odds.
A $10B drop in aggregate stablecoin float over roughly six weeks signals sidelined capital leaving crypto, not chasing it, and historically correlates with thinner on-chain liquidity.
GPIF is the world's largest pension pool, so a tilt toward alternatives reshapes the demand curve for late-stage private credit, infrastructure, and PE at a moment Japan is reopening to foreign…
The widest gap since 2020 reflects what a weakening pound and a softer Suez toll-revenue base do to a balance of payments still running on IMF support.
The closure of the narrowest chokepoint in global oil supply, contested in real time by the US Navy, is a textbook risk-off catalyst for crude, gold, and BTC.
The June retreat alone was $7.7B, the largest dollar contraction since the May 2022 collapse, yet it sits at a 3% drawdown versus 2022's 26% wipeout.
The move deepens Milei's stabilization fight just months before midterm elections, with capital controls failing to hold the line as blue-chip swap rates blow out.
Custodia's appeal tests whether the Federal Reserve has unreviewable discretion to deny a state-chartered, crypto-linked bank direct access to the US payments system.
Crypto is the only liquid market open through the weekend, and it is treating a third US strike round and a Hormuz closure declaration as roughly a non-event, with the real test landing Monday at the…
The forecast frames gold and silver as two sides of the same macro trade, with negative real rates, EM central bank buying, and silver's solar-driven industrial deficit all stacking into a single…
The disclosure gives CLARITY backers a compliance defense while dragging the President's memecoin, stablecoin, BTC, ETH, and staking exposure into the unresolved ethics fight on Capitol Hill.