UBS sees Fed hike fears as excessive with 10-year yield above 5.1%
UBS says October Fed hike odds are overdone; 10-year yield above 5.1% for first time since 2007.
24/09/2026 22:0116 min read
Macro Rates
Crude climbs to weekly high as Houthi attacks overshadow Hormuz deal hopes
Oil prices rose to a one-week high after Houthi strikes on Saudi Arabia, but gains were trimmed by reports of a potential US-Iran deal on the Strait of Hormuz.
24/09/2026 20:5218 min read
Strong inflation data pushes RBA toward 4.60% rate, highest since 2011
Almost all economists expect the RBA to raise rates to 4.60% on Tuesday, the highest since 2011.
24/09/2026 20:3116 min read
Jeff Booth Believes Bitcoin's True Value Exceeds Million-Dollar Forecasts
Jeff Booth believes the $1 million Bitcoin price target is too small, as Bitcoin represents a new free market.
24/09/2026 19:434 min read
Saifedean Ammous: Bitcoin's Volatility Decline Is the Most Bullish Sign
Saifedean Ammous says Bitcoin's declining volatility is the most bullish sign, with bear-market drawdowns shrinking to 54% this cycle.
24/09/2026 19:277 min read
US 7-year note auction yields 5.085%, demand softer than average
The US 7-year note auction saw a high yield of 5.085% with demand softer than average, earning a Cβ grade.
24/09/2026 17:113 min read
Paulson sees possible need for another Fed rate hike to curb inflation
Fed's Paulson signals another rate hike may be needed; other officials echo hawkish stance.
24/09/2026 14:318 min read
August new-home sales hit 684,000, beating 615,000 estimate
August new-home sales beat estimates at 684,000, with July revised up to 643,000.
24/09/2026 14:127 min read
BOE's Breeden casts doubt on path to lower energy prices
BOE Deputy Governor Breeden says energy prices may stay elevated, potentially forcing policy response despite limited pass-through.
24/09/2026 14:018 min read
Gasoline Costs Likely to Rise If US Blocks Diesel Exports, Bank Warns
Morgan Stanley and Goldman Sachs warn a US diesel export ban could push gasoline prices up as refiners cut output, while Trump weighs the curb.
24/09/2026 13:589 min read
Giancarlo: Rate Increases May Strengthen Bitcoin's Appeal
Chris Giancarlo argues that fiscal and monetary policies strengthen Bitcoin's case, with rate hikes supporting its value proposition.
24/09/2026 13:136 min read
Hammack sees inflation risks skewed upward
Fed's Hammack says inflation risks are tilted upward, supply shocks challenge policy.
24/09/2026 13:015 min read
Rising Global Liquidity Makes Bitcoin Prime 'Pure Play' Bet, Says Brent Johnson
Santiago Capital CEO Brent Johnson argues Bitcoin is the best pure-play asset tied to rising global liquidity, and discusses dollar system, stablecoins, andβ¦
24/09/2026 12:586 min read
ECB's Schnabel set to depart for senior IMF role, reports say
ECB board member Isabel Schnabel is reportedly leaving to join the IMF in a senior position.
24/09/2026 12:517 min read
Canada July retail sales fall 0.7%, less than forecast 0.8% drop
Canadian retail sales fell 0.7% in July, slightly better than the expected 0.8% drop, but core sales and volume pointed to softer demand.
24/09/2026 12:428 min read