Fed minutes: hawkish tilt sends BTC lower as rate-hike talk returns
The minutes are the most hawkish read on Fed thinking in months, and they land as markets were pricing a near-certain June cut.
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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 CME FedWatch shift flips the post-cut consensus: markets now price in no 2026 easing, with the first cut pushed into 2027 as inflation and a tight labour market keep Powell anchored.
A hawkish repricing at the long end of the curve rarely happens in isolation: if it sticks, the multi-year bull case for risk assets, including spot crypto ETFs, breaks on contact.
Three hikes in a single year would be a sharp hawkish turn from the current cutting cycle, with crypto, equities, and rate-sensitive sectors repricing for tighter policy through 2026.
The decision keeps borrowing costs at their current level as policymakers weigh persistent inflation data against signs of slowing growth.
The deliberate silence on forward guidance leaves markets to price rate risk without an anchor — a posture that historically amplifies volatility around each subsequent data release.
Warsh's first FOMC appearance traded Powell's plain-English doctrine for political register and boardroom jargon — and he refused to draw a timeline for easing, undercutting the pre-appointment read…
Nine of 18 FOMC officials now project at least one rate hike this year, a shift that reframes the policy outlook from 'on hold' to 'next move may be up.'
The remark is short but the source is high-leverage: a sitting Fed Chair signalling openness to change is the kind of forward guidance markets reprice around.
The Fed's decision to stand pat keeps borrowing costs at their current range, signaling policymakers see no immediate case for either a cut or a hike given the present inflation and employment…
Markets have spent months pricing out cuts as inflation stays sticky; Warsh's press conference debut could redefine how the Fed communicates policy for years to come.
Kevin Warsh chairs his first Federal Reserve policy meeting today, with the funds rate fully priced to hold at…
All eyes turn to Federal Reserve Chair Kevin Warsh on Wednesday for his first interest-rate decision at the helm, with…
The Bank of Japan lifted its policy rate by 25 basis points to 1% on June 16, the highest level since 1995, while…
The May CPI is forecast at 4.2% YoY, a three-year high, and the bond market is already pricing 25bp of additional tightening by year-end — a broad-based upside surprise would be the trigger for a…
BTC and gold falling together is the structural tell — when both stores of value sell off on the same rate-hike repricing, the macro-hedge thesis that carried the rally is now what's unwinding it.
The headline print is the second-order risk; the real signal BlackRock is parsing is whether a Hormuz disruption layers a four-decade-low oil inventory draw onto an already sticky CPI.
President Donald Trump publicly stated there is no reason to raise interest rates, adding fresh political pressure on…
Powell can cut the federal funds rate all he wants — long-term yields are being set by $37.6T of debt and $30.2T in annual Treasury issuance, not by the FOMC, and the 10-year barely budged through…
U.S. interest payments on public debt have reached a record $616 billion, and the trajectory is accelerating: costs are…