Rate hikes and expectations ripple through stocks, gold and currencies
Mohamed El-Erian discusses how a bond sell-off driven by buyer-base concerns, not just inflation, affects stocks, gold, currencies, and Fed politics.
07/09/2026 02:1219 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
6% Treasury Yields Are Back on the Table — Bitcoin Is Entering Uncharted Territory
Rick Bensignor says the 10-year Treasury yield could reach 6.07%, a level last seen before Bitcoin existed, and explains what that would mean for BTC.
07/09/2026 01:438 min read
Goldman says CPI, not payrolls, holds key to Fed's September call
Goldman Sachs says next week's inflation data, not the strong jobs report, will decide the Fed's September move. It expects a benign CPI to hold rates steady.
06/09/2026 23:4213 min read
Hammack calls for Fed action on inflation as September hike odds top 60%
Cleveland Fed's Beth Hammack said it is time to act on inflation; investors now price slightly above 60 percent odds of a September rate hike.
06/09/2026 22:4312 min read
China deploys $54 billion in capital boost for state banks and insurers
China injects $54 billion into state banks and insurers to bolster capital, with funds allocated to China Life, ICBC, and others.
06/09/2026 21:5414 min read
CME Globex opens as usual on Sunday night before US Monday holidays
Globex trading on US Monday holidays: Sunday night open as usual, early halt on Monday, then resume for Tuesday.
06/09/2026 21:317 min read
18-Year Housing Cycle Points to Imminent Crash, Analyst Warns
Macro analyst Jason Pizzino uses the 18-year housing cycle to predict a market crash, with housing already showing signs.
05/09/2026 12:278 min read
US jobs data beat sparks dollar volatility, yen intervention suspected
The US jobs report beat expectations, the dollar initially jumped then fell back, and the yen showed signs of intervention.
04/09/2026 20:427 min read
IMF Finds El Salvador's Bitcoin Buys Came From Donations, Not State Funds
The IMF said El Salvador has not bought bitcoin with public money since the last loan review, with new accumulation coming from private donations.
04/09/2026 19:299 min read
Trump says Witkoff and Kushner to pitch peace plan to Putin
Trump said Kushner and Witkoff will bring a new proposal to end the war to Moscow and Kyiv this weekend.
04/09/2026 19:013 min read
Explosions heard at Jordanian air bases
Explosions reported over Al-Azraq and Muwaffaq al Salti air bases in Jordan, likely from intercepted Iranian missiles. US has not responded yet; WTI crude…
04/09/2026 18:114 min read
Hammack: Fed policy not restrictive enough, backs rate hikes
Cleveland Fed President Beth Hammack says Fed policy is not restrictive enough and argues for rate hikes to control inflation.
04/09/2026 17:024 min read
Trump threatens trade action if Fed doesn't cut interest rates
Trump demands lower rates, threatening to halt trade with deficit countries.
04/09/2026 14:015 min read
Bitcoin, Gold Slide After US Payrolls Beat Forecasts Threefold
Bitcoin and gold fell after US August payrolls nearly tripled forecasts, reviving rate hike bets and sparking over $200 million in liquidations.
04/09/2026 13:1411 min read
US August payrolls top estimates at 162K
US non-farm payrolls rose 162K in August, well above the 56K expected, while the unemployment rate held at 4.1%.
04/09/2026 12:425 min read