Bonds slump again, yen rate check adds intrigue after BOJ
US 10-year yields hit 5.01%, 2s highest since 2024; BOJ rate check after yen hits 158.05; bitcoin up 6% to $81K, ethereum up 7%.
18/09/2026 20:416 min read
Macro Rates
Bitcoin Surges Past $81,000 Despite Legislative Setbacks and Fed Rate Hike
Bitcoin jumped past $81,000 on Friday, gaining 6%, after a week of setbacks including a Clarity Act blockage and Fed rate hike.
18/09/2026 17:016 min read
CoinShares Doubts Bitcoin Will Reach $80,000 This Year
CoinShares predicts Bitcoin will stay below $80,000 this year, citing Fed policy and stalled crypto legislation. VanEck forecasts $100,000.
18/09/2026 13:418 min read
August US industrial output flat, missing expectations
US industrial production was flat in August, missing expectations, while manufacturing output fell 0.3%.
18/09/2026 13:3416 min read
Yen Weakens, European Stocks Decline After BOJ Raises Rates
The BOJ hiked rates 25 bps to 1.25%, but dovish dissents disappointed markets. The yen weakened, stocks fell, and oil and bond yields remained elevated.
18/09/2026 12:228 min read
JPMorgan drops Iran war endgame forecast as economic thresholds breached
JPMorgan has abandoned its baseline view of the Iran war, saying it can no longer model the endgame after key economic thresholds were breached.
18/09/2026 12:118 min read
Gold advances on de-escalation hopes from Trump-Gulf meet
Gold extends gains on de-escalation hopes ahead of Trump meeting on Iran.
18/09/2026 11:318 min read
Lagarde rejects automatic rate hikes tied to energy prices
ECB President Lagarde says interest rates do not automatically follow energy prices, stressing a meeting-by-meeting approach.
18/09/2026 11:217 min read
VanEck's Matthew Sigel Repeats $100,000 Bitcoin Target for Next Year
VanEck's Matthew Sigel forecasts Bitcoin reaching $100,000 next year, citing government debt and institutional demand.
18/09/2026 11:129 min read
Ethereum nears $2,560 resistance; breakout question looms
Ethereum nears $2,560 resistance after bounce from $2,360 support. Glamsterdam test successful, with Trump and PMI in focus.
18/09/2026 10:459 min read
Silver surges over 7% after Fed dot plot signals limited rate hike appetite
Silver surged over 7% after the Fed's dot plot showed only one more hike in 2026, less than markets had priced.
18/09/2026 09:4112 min read
XRP clings to $1.30 as futures interest slide signals waning demand
XRP trades around $1.30 as futures open interest drops, with key support at $1.26-$1.28.
18/09/2026 08:5911 min read
Ueda: Spring wage talks crucial for BOJ inflation outlook
BOJ Governor Ueda highlighted spring wage talks for FY2027 as key for inflation trends, and said policy will not be swayed by board changes.
18/09/2026 07:227 min read
BOJ's Ueda Signals Further Tightening Amid Inflation Risks
BOJ Governor Ueda stated the bank will continue to raise rates in response to economic and price developments, noting inflation overshooting risks.
18/09/2026 07:026 min read
UK August retail sales beat forecasts as department stores and non-store retailers rebound
UK retail sales rose 0.5% in August, exceeding expectations, as department stores and non-store retailers recovered.
18/09/2026 06:2210 min read