Every Zipp story tagged #Hawkish, newest first.
Clarida's signal that one hike will not be enough reframes the rate path from a pause-and-watch stance to a hiking cycle, with the dot plot now the real test.
The minutes are the most hawkish read on Fed thinking in months, and they land as markets were pricing a near-certain June cut.
The 10y/2y spread at just 28 bps signals the Fed staying hawkish for longer — non-yielding risk assets like bitcoin face capital rotating back into fixed income through at least 2028.
The rate hold was priced in — but the dot plot wasn't. Crypto fell even as Trump's signed Iran deal lifted stocks, a sign the Fed, not geopolitics, is driving the tape.
WuBlockchain
WatcherGuru
CoinDesk