ayanzivran

It is Sunday after a week in which the Fed hiked for the first time in three years, the BoJ took rates to a 31-year high, and the 10-year kissed 5% while oil stayed in three digits because the Iran war is chewing through Saudi bypass infrastructure. Wall Street split NASDAQ up on chips, DOW down on yields Gold held, the dollar firmed, the yen fell anyway, and CRYPTO squeezed on tokenization headlines. The market is not pricing recession; it is pricing another inflation fight. Until oil or the 10-year breaks, treat rallies in cyclicals and duration as rented, and treat AI/crypto strength as positioning plus a still-intact US growth story not as proof that tightening is over.

#BOJRaisesRatesTo31YearHigh #FedRates