Treasury

Macro · 1 month ago US Retail Sales Decline 0.6% in July, Impacting Consumer Sentiment and GDP Forecasts Retail sales in the US fell by 0.6% in July, marking the first decline in nine months and raising concerns about consumer sentiment and GDP growth.

Macro · 1 month ago Central Banks Shift Reserves to Gold Amid Geopolitical Tensions Recent data reveals that central banks globally are prioritizing gold over U.S. Treasuries for the first time since the mid-1990s, driven by geopolitical tensions, particularly the conflict involving Iran.

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 US Treasury Yields Surge Amidst Rising Deficit Concerns and Market Skepticism Long-term US Treasury yields have reached levels not seen since 2006, raising concerns about the implications for borrowing costs and fiscal management as the deficit looms large.

Macro · 1 month ago Traders Lower Fed Rate Hike Expectations Amid Cooling Inflation and Oil Prices Bond traders have reduced their expectations for a Federal Reserve interest rate increase this year as oil prices decline and inflation shows signs of easing.

Macro · 1 month ago Goldman Sachs Highlights Japan's $1 Trillion Reserves Amid Yen Intervention Strategies Goldman Sachs reports that Japan possesses nearly $1 trillion in dollar reserves, potentially enabling further currency market interventions to stabilize the yen, which has recently weakened significantly.

Macro · 1 month ago US and Japan Coordinate Forex Intervention to Support Yen, Impacting China's Renminbi The US and Japan have executed a rare coordinated foreign exchange intervention to stabilize the yen, affecting the Chinese renminbi's value amid Beijing's considerations for currency appreciation.

Macro · 1 month ago Pimco's CIO Sees Overblown Market Anxiety Over Fed's Inflation Strategy Marc Seidner, Pimco's Chief Investment Officer, argues that concerns over the Federal Reserve's credibility in tackling inflation are exaggerated, suggesting current Treasury yields are an attractive investment opportunity.

Macro · 1 month ago Bank of Japan and US Diverge on Monetary Policy After Yen Intervention The Bank of Japan faces internal divisions and external pressure from the US regarding future monetary policy, following a significant currency intervention to stabilize the yen.

Macro · 1 month ago SharpLink Reports $1.08 Billion Loss Amid $1.7 Billion Ethereum Treasury Challenges SharpLink has announced a staggering $1.08 billion net loss for the first half of 2026, primarily due to unrealized losses on its Ethereum holdings, which may take up to 90 days to convert to cash.

Macro · 1 month ago US Sanctions Reveal $6.3 Billion Crypto Pipeline Between Iran and Russia Recent US sanctions have uncovered a significant $6.3 billion cryptocurrency network linking Iran and Russia, primarily facilitated by the platforms Shelbit and Aban Tether.

Macro · 1 month ago US Treasury Sanctions Iranian Crypto Exchanges Over IRGC Money Laundering The US Treasury has imposed sanctions on two Iranian digital asset exchanges, Shelbit and Aban Tether, for their connections to money laundering activities linked to Iran's Islamic Revolutionary Guard Corps (IRGC).

Funding · 1 month ago Trump Media and Crypto.com Cancel $6.4 Billion Digital Asset Treasury Deal Trump Media and Crypto.com have mutually terminated their planned $6.4 billion digital asset treasury project, citing unfavorable market conditions and shifting priorities.

Spot & ETFs · 1 month ago Ethereum Surges Ahead of Bitcoin as BitMine Expands Holdings Ethereum has outperformed Bitcoin in recent weeks, with a 24% increase compared to Bitcoin's 8%. BitMine's recent acquisition of nearly 10,000 ETH has bolstered institutional demand for the cryptocurrency.