Inflation

Macro · 1 month ago UBS Analysts Advocate for Short-Dated Bonds Amid Rising Long-Term Yields UBS analysts recommend short- and medium-maturity bonds as long-term yields soar, creating a potential investment opportunity.

Macro · 1 month ago U.S. Treasury Yields Reach 2007 Highs Amid Bond Market Sell-Off U.S. Treasury yields have surged to levels not seen since 2007, driven by a global bond sell-off and rising inflation concerns, impacting financial markets and gold demand.

Macro · 1 month ago US Deficit Reaches $1.8 Trillion, Impact on Bitcoin Price Anticipated The US federal deficit has soared to $1.8 trillion, raising concerns about its potential impact on Bitcoin prices as market analysts draw parallels to previous fiscal stimulus periods.

Macro · 1 month ago European Shares Decline Amid Rising Oil Prices and Bond Yields European stock markets fell as escalating Middle East tensions drove oil prices and bond yields higher, raising inflation concerns.

Macro · 1 month ago US and Japan See Significant Bond Yield Increases, Raising Economic Concerns The 30-year US Treasury yield has reached its highest level since 2007 at 5.31%, while Japan's 30-year bond yield hit a record 4.05%, signaling fiscal concerns in both nations.

Macro · 1 month ago Gold Prices Rise as Dollar Weakens Amid Lower Fed Rate Hike Expectations Gold prices have increased following a decline in U.S. dollar strength and reduced expectations for Federal Reserve interest rate hikes, making the metal more affordable for international buyers.

Spot & ETFs · 1 month ago Investors Withdraw $385M from Bitcoin ETFs Amidst Market Stability Investors have pulled over $385 million from U.S. Bitcoin ETFs, reversing a trend of significant inflows, while Bitcoin's price remains stable at around $64,066.

Macro · 1 month ago US 30-Year Treasury Yield Reaches Highest Level Since 2007 Amid Debt Concerns The yield on the 30-year US Treasury bond has surged to 5.29%, marking its highest point since 2007, as investors react to rising government debt and inflation.

Macro · 1 month ago Analysts Split on Federal Reserve's Interest Rate Outlook Ahead of September Meeting Ella Gude predicts the Federal Reserve will maintain current interest rates, while Wells Fargo forecasts a potential hike amid inflation pressures.

Macro · 1 month ago Asian Currencies Strengthen as Fed Rate Hike Expectations Diminish Asian currencies, including the yen and baht, are gaining strength as expectations for U.S. Federal Reserve rate hikes wane, influenced by recent economic data.

Macro · 1 month ago US Bond Market Faces Pressure as Yields Climb Amid Inflation Fears Government bond yields in the US and globally are rising due to inflation concerns and geopolitical instability, impacting borrowing costs and investor sentiment.

Macro · 1 month ago Federal Reserve Minutes Show Division on Interest Rate Hikes The Federal Reserve's July meeting minutes reveal a split among policymakers regarding interest rate decisions, with some advocating for a hike amid ongoing inflation concerns.

Macro · 1 month ago Daniel Moss Highlights Growing Economic Shocks and Inflationary Pressures Economic analyst Daniel Moss warns of increasing economic shocks and inflation pressures, advocating for a reform of inflation targets rather than their abandonment.

Markets · 1 month ago Bitcoin Faces Critical Price Levels as Weekend Trading Approaches As Bitcoin hovers near $62,900, analysts warn that a break below $62,500 could trigger significant selling pressure, potentially driving prices down to $58,500.

Macro · 1 month ago Iran Faces Severe Inflation and Economic Strain Amid US Tensions Iran's inflation has surged to 87.9%, with food prices soaring to 105%, exacerbated by ongoing US-Iran tensions. The rial continues to weaken significantly against the dollar.

Macro · 1 month ago Mike Novogratz Remains Bullish on Bitcoin Amid US Fiscal Deficits Galaxy Digital CEO Mike Novogratz expresses optimism for Bitcoin, citing persistent US fiscal deficits and inflation as key factors influencing his outlook.

Macro · 1 month ago Federal Reserve's Warsh and Goolsbee Offer Diverging Views on Inflation Outlook Federal Reserve officials Kevin Warsh and Austan Goolsbee present differing perspectives on inflation, with Warsh emphasizing a firm stance against elevated prices and Goolsbee advocating for cautious optimism amid signs of cooling.

Macro · 1 month ago US Consumer Sentiment Drops to 51.0 Amid Rising Inflation Expectations The University of Michigan reports a significant decline in US consumer sentiment, falling to 51.0 in August 2026, driven by increasing inflation expectations and economic pessimism.

Macro · 1 month ago Tom Lee Predicts 10% Market Correction Before S&P 500 Reaches 8,000 Tom Lee of Fundstrat anticipates a 10% correction in the S&P 500 before it hits 8,000, while noting Bitcoin has already experienced a downturn.

Macro · 1 month ago US Retail Sales Decline 0.6% in July 2026, Signaling Consumer Pullback Retail sales in the US fell by 0.6% in July 2026, missing forecasts and indicating a slowdown in consumer spending.