Every Zipp story tagged #Macro, newest first.
Trump's pledge not to attack Iran until after the U.S. midterms sent Brent crude below $103 from a two-week high, easing the inflation fears that had pushed Fed minutes toward another rate hike and…
Inflows of $11.1B since mid-July are cooling while 10-year yields sit at multi-decade highs above 5.3%. The fiscal-sustainability read on Bitcoin is now the move worth watching.
The channel draws the 2018 and 2022 lines over this chart: Q4 midterm-year weakness traditionally waits until October or November, and the 10-year yield's seasonal top tends to arrive first.
Three independent bearish drivers in a single session, rising oil, falling tech, and a $20B AI revenue haircut, stack the risk-off tape and put the AI-led rally on thinner ice.
Daily correlations remain weak, but monthly results shift across the post-ETF period, underscoring how much the apparent relationship depends on the measurement window.
The rise in long-term borrowing costs adds pressure to rate-sensitive assets, including equities and crypto, as investors reassess the cost of capital.
The transcript points to a familiar macro pattern: higher Treasury yields and a stronger dollar have coincided with silver weakness in 2018 and 2022.
The increase despite tariffs puts trade policy's impact on the US goods gap in focus and adds a potential source of uncertainty for markets.
Dalio's warning puts US fiscal risk in focus, with potential implications for government borrowing and broader risk appetite.
A possible turn lower in yields after the midterms could ease pressure on risk assets, but the forecast hinges on inflation, Fed policy and bond-market expectations.
The prediction-market estimate offers a snapshot of trader expectations, not a confirmed economic forecast.
Historical midterm-year patterns point to summer lows, but the 2018 and 2022 examples show that a later retest can still follow.
His framing places a broader macro indicator alongside Bitcoin, without making a specific price or timing call.
The Fed has hiked, the 30-year sits near 5.6%, the dollar is firm, and yet BTC's gold correlation is at multi-year highs.
Williams's Sept 29 hint that another hike might be appropriate just got a 58.6% input-cost reading to back it up. Bitcoin's $85K test is now running into a policy corridor, not just a price level.
The bullish thesis hinges on a monthly close above the 20-month moving average on total crypto market cap; an ETH retest of the 200-day could either print an inverse head-and-shoulders right shoulder…
Past midterm-year patterns offer a possible timing guide, but the direction of yields, the dollar and inflation will matter more than seasonality alone.
The speaker's 50% annual-growth base case points closer to $400,000, with a weaker dollar offered as a further tailwind.
The event puts a closely watched White House announcement on the market calendar, but its policy implications remain undefined.
A 14.3% drop in Bitcoin open interest came with only a 2.3% price decline, pointing to a sharp reset in leverage without a comparable spot-market break.
CoinDesk
WuBlockchain
Benjamin Cowen
CoinTelegraph
CryptoSlate
WatcherGuru
Crypto Capital Venture
Altcoin Daily