LaoYao_crypto
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币圈心学践行者｜知行合一，摆脱FOMO与焦虑，在周期中稳健生存与增值
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October 13: Trump pivots to the midterms as Middle East risks drive up the energy premium—global capital pulls back ahead of CPIOver the past 24 hours, risk appetite in global capital markets has eased.
Tensions in the Middle East and energy supply risks have pushed oil prices higher. Long-term U.S. Treasury yields remain elevated, the dollar has strengthened, and precious metals and growth-oriented tech stocks are under pressure.
With the U.S. midterm elections approaching, the Trump administration’s domestic political agenda is intertwined with developments in the Middle East, and energy prices have once again become a key factor shaping inflation expectations.
This week, U.S. CPI and major bank earnings will be in the market spotlight.
Investors are assessing the impact of rising energy prices on inflation and the interest rate outlook,
while reassessing whether corporate earnings can support current asset valuations.
October 13: Trump pivots to the midterms as Middle East risks drive up the energy premium—global capital pulls back ahead of CPI
Over the past 24 hours, risk appetite in global capital markets has eased.
Tensions in the Middle East and energy supply risks have pushed oil prices higher. Long-term U.S. Treasury yields remain elevated, the dollar has strengthened, and precious metals and growth-oriented tech stocks are under pressure.
With the U.S. midterm elections approaching, the Trump administration’s domestic political agenda is intertwined with developments in the Middle East, and energy prices have once again become a key factor shaping inflation expectations.
This week, U.S. CPI and major bank earnings will be in the market spotlight.
Investors are assessing the impact of rising energy prices on inflation and the interest rate outlook,
while reassessing whether corporate earnings can support current asset valuations.
Tensions in the Middle East and energy supply risks have pushed oil prices higher. Long-term U.S. Treasury yields remain elevated, the dollar has strengthened, and precious metals and growth-oriented tech stocks are under pressure.
With the U.S. midterm elections approaching, the Trump administration’s domestic political agenda is intertwined with developments in the Middle East, and energy prices have once again become a key factor shaping inflation expectations.
This week, U.S. CPI and major bank earnings will be in the market spotlight.
Investors are assessing the impact of rising energy prices on inflation and the interest rate outlook,
while reassessing whether corporate earnings can support current asset valuations.
2
1.1k
Article
October 12: Middle East risks compound energy-driven inflation—how will this week’s CPI reprice global assets?A new week begins!
October 12–18 will bring a major test of key macroeconomic variables for global markets: U.S. September CPI, PPI, and retail sales data will be released in succession, major U.S. banks will kick off third-quarter earnings season, and the IMF and World Bank will hold their annual meetings.
Market focus is centered on three key areas:
- Can energy prices push inflation even higher?;
- Can U.S. corporate earnings support current valuations?;
- How will a high-interest-rate environment affect global capital flows?
Among them, the U.S. September CPI report is one of this week’s most important trading anchors. If inflation rebounds more than expected, market expectations for the Fed’s rate-cut path may shift again, putting pressure on Treasury yields and risk-asset valuations.
October 12: Middle East risks compound energy-driven inflation—how will this week’s CPI reprice global assets?
A new week begins!
October 12–18 will bring a major test of key macroeconomic variables for global markets: U.S. September CPI, PPI, and retail sales data will be released in succession, major U.S. banks will kick off third-quarter earnings season, and the IMF and World Bank will hold their annual meetings.
Market focus is centered on three key areas:
- Can energy prices push inflation even higher?;
- Can U.S. corporate earnings support current valuations?;
- How will a high-interest-rate environment affect global capital flows?
Among them, the U.S. September CPI report is one of this week’s most important trading anchors. If inflation rebounds more than expected, market expectations for the Fed’s rate-cut path may shift again, putting pressure on Treasury yields and risk-asset valuations.
October 12–18 will bring a major test of key macroeconomic variables for global markets: U.S. September CPI, PPI, and retail sales data will be released in succession, major U.S. banks will kick off third-quarter earnings season, and the IMF and World Bank will hold their annual meetings.
Market focus is centered on three key areas:
- Can energy prices push inflation even higher?;
- Can U.S. corporate earnings support current valuations?;
- How will a high-interest-rate environment affect global capital flows?
Among them, the U.S. September CPI report is one of this week’s most important trading anchors. If inflation rebounds more than expected, market expectations for the Fed’s rate-cut path may shift again, putting pressure on Treasury yields and risk-asset valuations.
165
Article
October 10: Trump signals energy policy shifts, while AI valuations and crypto markets remain constrained by the cost of capitalOver the past 24 hours, global capital markets have seen a modest recovery in risk appetite.
Signals from Trump on Middle East policy, along with arrangements that could allow Russian diesel to re-enter the global market, have temporarily eased some concerns about energy supplies.
Major U.S. stock indexes closed higher across the board, gold and silver rebounded, and crypto markets also recovered.
But markets have not truly escaped risk:
-Oil prices remain elevated
-Long-term U.S. Treasury yields remain under pressure
-The earnings and financial transparency of AI giants are being questioned
-Pressure in European bond markets has also yet to subside.
In the short term, markets are trading on marginal shifts in geopolitical risk; over the longer term, however, they still face the hard constraints of the cost of capital.
October 10: Trump signals energy policy shifts, while AI valuations and crypto markets remain constrained by the cost of capital
Over the past 24 hours, global capital markets have seen a modest recovery in risk appetite.
Signals from Trump on Middle East policy, along with arrangements that could allow Russian diesel to re-enter the global market, have temporarily eased some concerns about energy supplies.
Major U.S. stock indexes closed higher across the board, gold and silver rebounded, and crypto markets also recovered.
But markets have not truly escaped risk:
-Oil prices remain elevated
-Long-term U.S. Treasury yields remain under pressure
-The earnings and financial transparency of AI giants are being questioned
-Pressure in European bond markets has also yet to subside.
In the short term, markets are trading on marginal shifts in geopolitical risk; over the longer term, however, they still face the hard constraints of the cost of capital.
Signals from Trump on Middle East policy, along with arrangements that could allow Russian diesel to re-enter the global market, have temporarily eased some concerns about energy supplies.
Major U.S. stock indexes closed higher across the board, gold and silver rebounded, and crypto markets also recovered.
But markets have not truly escaped risk:
-Oil prices remain elevated
-Long-term U.S. Treasury yields remain under pressure
-The earnings and financial transparency of AI giants are being questioned
-Pressure in European bond markets has also yet to subside.
In the short term, markets are trading on marginal shifts in geopolitical risk; over the longer term, however, they still face the hard constraints of the cost of capital.
334
Article
October 9: Middle East Risks Drive Up Oil Prices as Long-End U.S. Treasuries Reshape Global Asset PricingOver the past 24 hours, the central tension in global capital markets remains—
Geopolitical risks in the Middle East are driving up energy prices,
Inflation expectations and long-term financing costs are jointly constraining risk-asset valuations.
Crude oil surged, long-end U.S. Treasury yields remained elevated, chip stocks and crypto assets came under simultaneous pressure, while the energy sector proved relatively resilient. The crypto market saw concentrated liquidations, as leveraged longs were rapidly forced out.
What the market is trading is not just the geopolitical conflict itself, but the combined effects of energy prices, long-term interest rates, and expectations for AI earnings.
#每日币圈热点综述 #币圈心学
October 9: Middle East Risks Drive Up Oil Prices as Long-End U.S. Treasuries Reshape Global Asset Pricing
Over the past 24 hours, the central tension in global capital markets remains—
Geopolitical risks in the Middle East are driving up energy prices,
Inflation expectations and long-term financing costs are jointly constraining risk-asset valuations.
Crude oil surged, long-end U.S. Treasury yields remained elevated, chip stocks and crypto assets came under simultaneous pressure, while the energy sector proved relatively resilient. The crypto market saw concentrated liquidations, as leveraged longs were rapidly forced out.
What the market is trading is not just the geopolitical conflict itself, but the combined effects of energy prices, long-term interest rates, and expectations for AI earnings.
#每日币圈热点综述 #币圈心学
Geopolitical risks in the Middle East are driving up energy prices,
Inflation expectations and long-term financing costs are jointly constraining risk-asset valuations.
Crude oil surged, long-end U.S. Treasury yields remained elevated, chip stocks and crypto assets came under simultaneous pressure, while the energy sector proved relatively resilient. The crypto market saw concentrated liquidations, as leveraged longs were rapidly forced out.
What the market is trading is not just the geopolitical conflict itself, but the combined effects of energy prices, long-term interest rates, and expectations for AI earnings.
#每日币圈热点综述 #币圈心学
312
A noteworthy structural shift is:
$BTC has been relatively resilient,
$ETH and altcoins have been notably weaker.
{spot}(BTCUSDT)
This means that as risk appetite declines,
capital is beginning to shift from high-beta assets toward core assets within the crypto market.
In the short term, the crypto market still needs to keep an eye on three variables:
U.S. Treasury yields, the U.S. dollar index, and expectations for Fed policy.
If long-term Treasury yields continue to rise, valuation pressure on risk assets will remain difficult to ease.
#币圈心学
A noteworthy structural shift is:
$BTC has been relatively resilient,
$ETH and altcoins have been notably weaker.
This means that as risk appetite declines,
capital is beginning to shift from high-beta assets toward core assets within the crypto market.
In the short term, the crypto market still needs to keep an eye on three variables:
U.S. Treasury yields, the U.S. dollar index, and expectations for Fed policy.
If long-term Treasury yields continue to rise, valuation pressure on risk assets will remain difficult to ease.
#币圈心学
$BTC has been relatively resilient,
$ETH and altcoins have been notably weaker.
This means that as risk appetite declines,
capital is beginning to shift from high-beta assets toward core assets within the crypto market.
In the short term, the crypto market still needs to keep an eye on three variables:
U.S. Treasury yields, the U.S. dollar index, and expectations for Fed policy.
If long-term Treasury yields continue to rise, valuation pressure on risk assets will remain difficult to ease.
#币圈心学
LaoYao_crypto
·
--
October 8: Long-Term Treasury Yields Remain Elevated as Global Assets Enter a Valuation Reset
Over the past 24 hours, the central tension in global markets has become increasingly focused on one variable:
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
538
The latest minutes released by the Federal Reserve sent a hawkish signal, with most officials believing that one more rate hike this year may still be appropriate.
Meanwhile:
-Oil prices above $100
-Elevated long-term U.S. Treasury yields
-Massive AI capital expenditures
-Expectations of another Fed rate hike
are coming together to form a new mix for capital markets.
What capital markets are concerned about is whether these variables, if they persist at the same time, could shift the valuation baseline for global assets.
Over the past few years, markets have grown accustomed to low interest rates, ample liquidity, and high valuations.
Today, capital markets are facing a reality in which:
—Money is getting more expensive, and capital is becoming more selective.
The long-term industrial trend in AI has not changed as a result;
but the valuation markets are willing to assign to AI may be changing.
That is what is most worth watching in global asset pricing today:
Industrial trends determine the direction of assets, while the cost of capital determines how much the market is willing to pay for them.
And long-term U.S. Treasury yields are once again becoming the yardstick for global asset pricing.
#币圈心学
The latest minutes released by the Federal Reserve sent a hawkish signal, with most officials believing that one more rate hike this year may still be appropriate.
Meanwhile:
-Oil prices above $100
-Elevated long-term U.S. Treasury yields
-Massive AI capital expenditures
-Expectations of another Fed rate hike
are coming together to form a new mix for capital markets.
What capital markets are concerned about is whether these variables, if they persist at the same time, could shift the valuation baseline for global assets.
Over the past few years, markets have grown accustomed to low interest rates, ample liquidity, and high valuations.
Today, capital markets are facing a reality in which:
—Money is getting more expensive, and capital is becoming more selective.
The long-term industrial trend in AI has not changed as a result;
but the valuation markets are willing to assign to AI may be changing.
That is what is most worth watching in global asset pricing today:
Industrial trends determine the direction of assets, while the cost of capital determines how much the market is willing to pay for them.
And long-term U.S. Treasury yields are once again becoming the yardstick for global asset pricing.
#币圈心学
Meanwhile:
-Oil prices above $100
-Elevated long-term U.S. Treasury yields
-Massive AI capital expenditures
-Expectations of another Fed rate hike
are coming together to form a new mix for capital markets.
What capital markets are concerned about is whether these variables, if they persist at the same time, could shift the valuation baseline for global assets.
Over the past few years, markets have grown accustomed to low interest rates, ample liquidity, and high valuations.
Today, capital markets are facing a reality in which:
—Money is getting more expensive, and capital is becoming more selective.
The long-term industrial trend in AI has not changed as a result;
but the valuation markets are willing to assign to AI may be changing.
That is what is most worth watching in global asset pricing today:
Industrial trends determine the direction of assets, while the cost of capital determines how much the market is willing to pay for them.
And long-term U.S. Treasury yields are once again becoming the yardstick for global asset pricing.
#币圈心学
LaoYao_crypto
·
--
October 8: Long-Term Treasury Yields Remain Elevated as Global Assets Enter a Valuation Reset
Over the past 24 hours, the central tension in global markets has become increasingly focused on one variable:
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
84
Article
October 8: Long-Term Treasury Yields Remain Elevated as Global Assets Enter a Valuation ResetOver the past 24 hours, the central tension in global markets has become increasingly focused on one variable:
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
October 8: Long-Term Treasury Yields Remain Elevated as Global Assets Enter a Valuation Reset
Over the past 24 hours, the central tension in global markets has become increasingly focused on one variable:
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
— long-term U.S. Treasury yields.
Yields on 10-year and 30-year U.S. Treasuries remain elevated, and rising long-term rates are beginning to ripple from the bond market into stocks, gold, the dollar, and crypto assets.
On the surface, this is a pullback in risk assets from elevated levels;
At a deeper level, capital markets are reassessing a question:
When the cost of capital remains elevated for an extended period,
How much longer can massive AI capital expenditures, corporate valuations, and global risk assets sustain their high prices?
2
489
Article
Oct 3: Nonfarm payrolls shock—the bad news turns into good news—rate-hike expectations cool, and the Nasdaq hits another record highOver the past 24 hours, after a week of intense volatility, global financial markets have entered a new repricing phase again.
The biggest variable in the market is that the U.S. September nonfarm employment report came in far below expectations.
In September, nonfarm payrolls increased by only about 29,000, significantly below market expectations. The unemployment rate rose to 4.2%, and employment data for the prior two months was further revised downward.
A clear cooling in the labor market led the market to rapidly scale back expectations that the Fed would deliver another rate hike in October.
Poor jobs data → lower expectations for further rate hikes → U.S. Treasury yields fall back → technology stock valuations recover → risky assets rebound.
Oct 3: Nonfarm payrolls shock—the bad news turns into good news—rate-hike expectations cool, and the Nasdaq hits another record high
Over the past 24 hours, after a week of intense volatility, global financial markets have entered a new repricing phase again.
The biggest variable in the market is that the U.S. September nonfarm employment report came in far below expectations.
In September, nonfarm payrolls increased by only about 29,000, significantly below market expectations. The unemployment rate rose to 4.2%, and employment data for the prior two months was further revised downward.
A clear cooling in the labor market led the market to rapidly scale back expectations that the Fed would deliver another rate hike in October.
Poor jobs data → lower expectations for further rate hikes → U.S. Treasury yields fall back → technology stock valuations recover → risky assets rebound.
The biggest variable in the market is that the U.S. September nonfarm employment report came in far below expectations.
In September, nonfarm payrolls increased by only about 29,000, significantly below market expectations. The unemployment rate rose to 4.2%, and employment data for the prior two months was further revised downward.
A clear cooling in the labor market led the market to rapidly scale back expectations that the Fed would deliver another rate hike in October.
Poor jobs data → lower expectations for further rate hikes → U.S. Treasury yields fall back → technology stock valuations recover → risky assets rebound.
661
Article
October 2: U.S.-Iran tensions flare again; the Fed turns more dovish, and rate-hike bets coolOver the past 24 hours, global assets have undergone a round of intense “re-pricing.”
Tensions in the U.S.-Iran standoff have escalated, pushing oil prices to fluctuate higher;
After surging to higher levels, yields on long-term U.S. Treasuries pulled back;
Federal Reserve officials have issued more cautious policy signals, and market bets on further rate hikes in October have clearly cooled.
Meanwhile, AI capital expenditures are still expanding at high speed. Broadcom even provided up to $42 billion in financing support to Anthropic for its AI infrastructure buildout, showing that AI is evolving from a “technology investment theme” into a financing theme across global capital markets.
The market’s core contradiction is becoming increasingly clear:
October 2: U.S.-Iran tensions flare again; the Fed turns more dovish, and rate-hike bets cool
Over the past 24 hours, global assets have undergone a round of intense “re-pricing.”
Tensions in the U.S.-Iran standoff have escalated, pushing oil prices to fluctuate higher;
After surging to higher levels, yields on long-term U.S. Treasuries pulled back;
Federal Reserve officials have issued more cautious policy signals, and market bets on further rate hikes in October have clearly cooled.
Meanwhile, AI capital expenditures are still expanding at high speed. Broadcom even provided up to $42 billion in financing support to Anthropic for its AI infrastructure buildout, showing that AI is evolving from a “technology investment theme” into a financing theme across global capital markets.
The market’s core contradiction is becoming increasingly clear:
Tensions in the U.S.-Iran standoff have escalated, pushing oil prices to fluctuate higher;
After surging to higher levels, yields on long-term U.S. Treasuries pulled back;
Federal Reserve officials have issued more cautious policy signals, and market bets on further rate hikes in October have clearly cooled.
Meanwhile, AI capital expenditures are still expanding at high speed. Broadcom even provided up to $42 billion in financing support to Anthropic for its AI infrastructure buildout, showing that AI is evolving from a “technology investment theme” into a financing theme across global capital markets.
The market’s core contradiction is becoming increasingly clear:
459
🚦 The 3rd TrumpCoin Holders Dinner will be held next month. The first 185 holders will get entry
According to Bloomberg, the coin promoter Fight Fight Fight, $TRUMP , plans to hold a dinner for coin holders on November 22 at the Trump National Golf Club. The top 185 TRUMP holders by holdings—{future}(TRUMPUSDT)—will be eligible to attend, and Trump himself has been listed as a special invited keynote speaker.
Background
$TRUMP is an official meme coin associated with U.S. President Donald Trump, launched in January 2025 with a total supply of 1 billion coins. Since listing, the token has cumulatively dropped by about 95% from its all-time high.
This is the third time the holders dinner has been held. The first two were held in May 2025 and April 2026, respectively. Trump attended both times and delivered speeches, drawing a large number of Chinese-language crypto community participants on-site.
Risk Warning
Because entry slots are tied to the ranking of coin holdings, it can easily trigger significant price fluctuations before the event. Reports say that in the previous event, about 92 of the invitees (out of a total of about 220) had already fully exited their positions before the event began.
Before engaging in any related trading, please thoroughly assess the risks.
🚦 The 3rd TrumpCoin Holders Dinner will be held next month. The first 185 holders will get entry
According to Bloomberg, the coin promoter Fight Fight Fight, $TRUMP , plans to hold a dinner for coin holders on November 22 at the Trump National Golf Club. The top 185 TRUMP holders by holdings——will be eligible to attend, and Trump himself has been listed as a special invited keynote speaker.
Background
$TRUMP is an official meme coin associated with U.S. President Donald Trump, launched in January 2025 with a total supply of 1 billion coins. Since listing, the token has cumulatively dropped by about 95% from its all-time high.
This is the third time the holders dinner has been held. The first two were held in May 2025 and April 2026, respectively. Trump attended both times and delivered speeches, drawing a large number of Chinese-language crypto community participants on-site.
Risk Warning
Because entry slots are tied to the ranking of coin holdings, it can easily trigger significant price fluctuations before the event. Reports say that in the previous event, about 92 of the invitees (out of a total of about 220) had already fully exited their positions before the event began.
Before engaging in any related trading, please thoroughly assess the risks.
According to Bloomberg, the coin promoter Fight Fight Fight, $TRUMP , plans to hold a dinner for coin holders on November 22 at the Trump National Golf Club. The top 185 TRUMP holders by holdings——will be eligible to attend, and Trump himself has been listed as a special invited keynote speaker.
Background
$TRUMP is an official meme coin associated with U.S. President Donald Trump, launched in January 2025 with a total supply of 1 billion coins. Since listing, the token has cumulatively dropped by about 95% from its all-time high.
This is the third time the holders dinner has been held. The first two were held in May 2025 and April 2026, respectively. Trump attended both times and delivered speeches, drawing a large number of Chinese-language crypto community participants on-site.
Risk Warning
Because entry slots are tied to the ranking of coin holdings, it can easily trigger significant price fluctuations before the event. Reports say that in the previous event, about 92 of the invitees (out of a total of about 220) had already fully exited their positions before the event began.
Before engaging in any related trading, please thoroughly assess the risks.
527
Article
October 1: Inflation cools, long bonds rise; Middle East hijacking incident adds geopolitical uncertaintyOver the past 24 hours, the market has seen a pricing mismatch worth paying attention to:
U.S. August core PCE inflation came in below expectations, while consumer spending remained strong. Market expectations for a rate hike again in October were further cooled.
Meanwhile, U.S. 10-year Treasury yields are still above 5.29%, while the 30-year yield at one point approached 5.65%.
In other words:
In the short end, the market is trading “decreasing rate-hike pressure,” but in the long end, it is trading “rising long-term funding costs.”
This could be the most noteworthy shift in the global capital markets right now.
Meanwhile, a flydubai FZ1073 flight from Dubai to Tel Aviv experienced a violent incident in the cockpit. The first officer stabbed the captain and attempted to take control of the aircraft. The plane dropped rapidly by nearly 14,000 feet within about 30 seconds. The crew and passengers ultimately subdued the attacker together and the aircraft made a safe landing in Tabuk, Saudi Arabia.
October 1: Inflation cools, long bonds rise; Middle East hijacking incident adds geopolitical uncertainty
Over the past 24 hours, the market has seen a pricing mismatch worth paying attention to:
U.S. August core PCE inflation came in below expectations, while consumer spending remained strong. Market expectations for a rate hike again in October were further cooled.
Meanwhile, U.S. 10-year Treasury yields are still above 5.29%, while the 30-year yield at one point approached 5.65%.
In other words:
In the short end, the market is trading “decreasing rate-hike pressure,” but in the long end, it is trading “rising long-term funding costs.”
This could be the most noteworthy shift in the global capital markets right now.
Meanwhile, a flydubai FZ1073 flight from Dubai to Tel Aviv experienced a violent incident in the cockpit. The first officer stabbed the captain and attempted to take control of the aircraft. The plane dropped rapidly by nearly 14,000 feet within about 30 seconds. The crew and passengers ultimately subdued the attacker together and the aircraft made a safe landing in Tabuk, Saudi Arabia.
U.S. August core PCE inflation came in below expectations, while consumer spending remained strong. Market expectations for a rate hike again in October were further cooled.
Meanwhile, U.S. 10-year Treasury yields are still above 5.29%, while the 30-year yield at one point approached 5.65%.
In other words:
In the short end, the market is trading “decreasing rate-hike pressure,” but in the long end, it is trading “rising long-term funding costs.”
This could be the most noteworthy shift in the global capital markets right now.
Meanwhile, a flydubai FZ1073 flight from Dubai to Tel Aviv experienced a violent incident in the cockpit. The first officer stabbed the captain and attempted to take control of the aircraft. The plane dropped rapidly by nearly 14,000 feet within about 30 seconds. The crew and passengers ultimately subdued the attacker together and the aircraft made a safe landing in Tabuk, Saudi Arabia.
478
Article
September 30: Long-end bonds break down, AI self-discipline, oil prices fall back—global capital holds its breath for the nonfarm payrollsOver the past 24 hours, global cross-asset markets have continued to reprice around three main themes:
First, long-dated U.S. Treasury yields break above multi-year highs, and global capital costs continue to rise.
Second, an impasse in the Iran-U.S. talks intertwines with the release of strategic oil reserves; after oil prices fluctuate at elevated levels, they pull back.
Second, Trump sets the tone for an AI “self-regulation” pathway, while what the market is truly waiting for is confirmation of the Fed’s rate path in Friday’s nonfarm payrolls.
The 30-year U.S. Treasury yield breaks through 5.6%, hitting a new high since 2002, implying that the risk-free rate anchor for global asset pricing is moving higher still.
September 30: Long-end bonds break down, AI self-discipline, oil prices fall back—global capital holds its breath for the nonfarm payrolls
Over the past 24 hours, global cross-asset markets have continued to reprice around three main themes:
First, long-dated U.S. Treasury yields break above multi-year highs, and global capital costs continue to rise.
Second, an impasse in the Iran-U.S. talks intertwines with the release of strategic oil reserves; after oil prices fluctuate at elevated levels, they pull back.
Second, Trump sets the tone for an AI “self-regulation” pathway, while what the market is truly waiting for is confirmation of the Fed’s rate path in Friday’s nonfarm payrolls.
The 30-year U.S. Treasury yield breaks through 5.6%, hitting a new high since 2002, implying that the risk-free rate anchor for global asset pricing is moving higher still.
First, long-dated U.S. Treasury yields break above multi-year highs, and global capital costs continue to rise.
Second, an impasse in the Iran-U.S. talks intertwines with the release of strategic oil reserves; after oil prices fluctuate at elevated levels, they pull back.
Second, Trump sets the tone for an AI “self-regulation” pathway, while what the market is truly waiting for is confirmation of the Fed’s rate path in Friday’s nonfarm payrolls.
The 30-year U.S. Treasury yield breaks through 5.6%, hitting a new high since 2002, implying that the risk-free rate anchor for global asset pricing is moving higher still.
352
Article
September 29: Stalled U.S.-Iran talks ignite energy risk, long-end U.S. Treasuries break higher — the world enters a high-interest-rate pricing regimeOver the past 24 hours, the market’s core contradiction has refocused on a transmission chain:
Stalled talks between the U.S. and Iran → Hormuz energy risk → oil prices rise → inflation expectations heat up → long-end U.S. Treasury yields break above 5.2% → global risk assets come under pressure.
The yield on the 10-year U.S. Treasury rose to 5.27% intraday, the highest since 2007;
The yield on the 30-year bond has risen to about 5.57%, nearing its highest level since 2004;
Meanwhile, Brent crude is up to around $105, and all three major U.S. stock indexes closed lower.
The market is once again trading on an increasingly clear theme:
September 29: Stalled U.S.-Iran talks ignite energy risk, long-end U.S. Treasuries break higher — the world enters a high-interest-rate pricing regime
Over the past 24 hours, the market’s core contradiction has refocused on a transmission chain:
Stalled talks between the U.S. and Iran → Hormuz energy risk → oil prices rise → inflation expectations heat up → long-end U.S. Treasury yields break above 5.2% → global risk assets come under pressure.
The yield on the 10-year U.S. Treasury rose to 5.27% intraday, the highest since 2007;
The yield on the 30-year bond has risen to about 5.57%, nearing its highest level since 2004;
Meanwhile, Brent crude is up to around $105, and all three major U.S. stock indexes closed lower.
The market is once again trading on an increasingly clear theme:
Stalled talks between the U.S. and Iran → Hormuz energy risk → oil prices rise → inflation expectations heat up → long-end U.S. Treasury yields break above 5.2% → global risk assets come under pressure.
The yield on the 10-year U.S. Treasury rose to 5.27% intraday, the highest since 2007;
The yield on the 30-year bond has risen to about 5.57%, nearing its highest level since 2004;
Meanwhile, Brent crude is up to around $105, and all three major U.S. stock indexes closed lower.
The market is once again trading on an increasingly clear theme:
947
Article
September 23: The U.S. and Iran release negotiation signals—war premium loosens, and capital begins trading the “end point” of the conflictIn the past 24 hours, global financial markets have seen a notable change worth paying attention to:
The focus of market trading is shifting from “whether the war will escalate” to “whether there is a path to end the conflict.”
The 81st UN General Assembly has become a new window for geopolitical maneuvering.
In his speech at the UN General Assembly, Trump continued to send very tough signals to Iran, saying that Iran faces the choice of either “reaching an agreement” or suffering further strikes;
But at the same time, representatives from the U.S. and Iran held about three hours of contact in New York, after which Trump said the talks were “very good” and “very productive,” adding that negotiations would continue.
September 23: The U.S. and Iran release negotiation signals—war premium loosens, and capital begins trading the “end point” of the conflict
In the past 24 hours, global financial markets have seen a notable change worth paying attention to:
The focus of market trading is shifting from “whether the war will escalate” to “whether there is a path to end the conflict.”
The 81st UN General Assembly has become a new window for geopolitical maneuvering.
In his speech at the UN General Assembly, Trump continued to send very tough signals to Iran, saying that Iran faces the choice of either “reaching an agreement” or suffering further strikes;
But at the same time, representatives from the U.S. and Iran held about three hours of contact in New York, after which Trump said the talks were “very good” and “very productive,” adding that negotiations would continue.
The focus of market trading is shifting from “whether the war will escalate” to “whether there is a path to end the conflict.”
The 81st UN General Assembly has become a new window for geopolitical maneuvering.
In his speech at the UN General Assembly, Trump continued to send very tough signals to Iran, saying that Iran faces the choice of either “reaching an agreement” or suffering further strikes;
But at the same time, representatives from the U.S. and Iran held about three hours of contact in New York, after which Trump said the talks were “very good” and “very productive,” adding that negotiations would continue.
322
Article
Meta Muse Breaks Ground: AI Agents Are Entering a Maturity PhaseOn September 8, Meta launched its personal AI Agent, Muse.
In less than two weeks, Muse’s downloads have exceeded 2.5 million, and it once topped the U.S. App Store Free rankings;
September 21,
The stock price rose by about 11.3% in a single day, setting a strong performance for the period.
What’s truly traded in the capital markets may not just be a new app.
Rather, it’s a more important judgment:
AI Agent, is entering the “gateway that takes care of things for you” from the “chat-capable model.”
Meta has equipped Muse with a dedicated Secure VM, a browser, background execution, permission confirmation, and a one-time payment card.
All the user needs to do is state the goal. Muse can then plan, search, fill out forms, place orders by itself, and only come back to the user for confirmation when necessary.
Meta Muse Breaks Ground: AI Agents Are Entering a Maturity Phase
On September 8, Meta launched its personal AI Agent, Muse.
In less than two weeks, Muse’s downloads have exceeded 2.5 million, and it once topped the U.S. App Store Free rankings;
September 21,
The stock price rose by about 11.3% in a single day, setting a strong performance for the period.
What’s truly traded in the capital markets may not just be a new app.
Rather, it’s a more important judgment:
AI Agent, is entering the “gateway that takes care of things for you” from the “chat-capable model.”
Meta has equipped Muse with a dedicated Secure VM, a browser, background execution, permission confirmation, and a one-time payment card.
All the user needs to do is state the goal. Muse can then plan, search, fill out forms, place orders by itself, and only come back to the user for confirmation when necessary.
In less than two weeks, Muse’s downloads have exceeded 2.5 million, and it once topped the U.S. App Store Free rankings;
September 21,
The stock price rose by about 11.3% in a single day, setting a strong performance for the period.
What’s truly traded in the capital markets may not just be a new app.
Rather, it’s a more important judgment:
AI Agent, is entering the “gateway that takes care of things for you” from the “chat-capable model.”
Meta has equipped Muse with a dedicated Secure VM, a browser, background execution, permission confirmation, and a one-time payment card.
All the user needs to do is state the goal. Muse can then plan, search, fill out forms, place orders by itself, and only come back to the user for confirmation when necessary.
METAUS+0.04%
1
485
🚦 The Product Value of “Daily Crypto Market Hotspot Summary” as I Understand It
Since last October, I’ve been writing “Daily Crypto Market Hotspot Summary” every day—and it’s been almost a year so far.
Many friends in the Chinese crypto community feel that this content has “too much of an AI flavor,” and even think it’s producing junk.
The mainstream way of playing in the Chinese crypto world is to issue trading calls.
But LaoYao’s view is: trading crypto is essentially the same as trading stocks. Both are forms of financial assets, and neither can escape the interplay of these core lines: geopolitical factors, macroeconomic policies, and the direction of capital flows.
In securities markets, investment banks consistently produce macro research reports, industry research reports, and single-stock research reports;
In the AI era, the product forms of investment banks will be upgraded even further—not just providing conclusions, but offering quantifiable decision references.
For the crypto trading category, it should take the same path.
For example: in the current situation, should $BTC be shorted or bought long?
If you ask AI directly, it will most likely give you something like “both sides have arguments—watch the risks,” that kind of safe, vague, useless talk.
But if you apply the analytical logic used by investment banks—break down the response paths of relevant parties (ETF capital, shorts, the Fed, regulators, macro events),
quantify variables like geopolitics, rate-expectation scenarios, and capital-flow direction,
then provide a success-rate reference with subjective probabilities—then that is exactly the pain point investors trading crypto care about.
And that is precisely the direction in which the product “Daily Crypto Market Hotspot Summary” should be extended.
I believe this will be one of the directions for AI product iteration:
—from “content summaries” to “consultative decision support.”
#每日币圈热点综述 #币圈心学
🚦 The Product Value of “Daily Crypto Market Hotspot Summary” as I Understand It
Since last October, I’ve been writing “Daily Crypto Market Hotspot Summary” every day—and it’s been almost a year so far.
Many friends in the Chinese crypto community feel that this content has “too much of an AI flavor,” and even think it’s producing junk.
The mainstream way of playing in the Chinese crypto world is to issue trading calls.
But LaoYao’s view is: trading crypto is essentially the same as trading stocks. Both are forms of financial assets, and neither can escape the interplay of these core lines: geopolitical factors, macroeconomic policies, and the direction of capital flows.
In securities markets, investment banks consistently produce macro research reports, industry research reports, and single-stock research reports;
In the AI era, the product forms of investment banks will be upgraded even further—not just providing conclusions, but offering quantifiable decision references.
For the crypto trading category, it should take the same path.
For example: in the current situation, should $BTC be shorted or bought long?
If you ask AI directly, it will most likely give you something like “both sides have arguments—watch the risks,” that kind of safe, vague, useless talk.
But if you apply the analytical logic used by investment banks—break down the response paths of relevant parties (ETF capital, shorts, the Fed, regulators, macro events),
quantify variables like geopolitics, rate-expectation scenarios, and capital-flow direction,
then provide a success-rate reference with subjective probabilities—then that is exactly the pain point investors trading crypto care about.
And that is precisely the direction in which the product “Daily Crypto Market Hotspot Summary” should be extended.
I believe this will be one of the directions for AI product iteration:
—from “content summaries” to “consultative decision support.”
#每日币圈热点综述 #币圈心学
Since last October, I’ve been writing “Daily Crypto Market Hotspot Summary” every day—and it’s been almost a year so far.
Many friends in the Chinese crypto community feel that this content has “too much of an AI flavor,” and even think it’s producing junk.
The mainstream way of playing in the Chinese crypto world is to issue trading calls.
But LaoYao’s view is: trading crypto is essentially the same as trading stocks. Both are forms of financial assets, and neither can escape the interplay of these core lines: geopolitical factors, macroeconomic policies, and the direction of capital flows.
In securities markets, investment banks consistently produce macro research reports, industry research reports, and single-stock research reports;
In the AI era, the product forms of investment banks will be upgraded even further—not just providing conclusions, but offering quantifiable decision references.
For the crypto trading category, it should take the same path.
For example: in the current situation, should $BTC be shorted or bought long?
If you ask AI directly, it will most likely give you something like “both sides have arguments—watch the risks,” that kind of safe, vague, useless talk.
But if you apply the analytical logic used by investment banks—break down the response paths of relevant parties (ETF capital, shorts, the Fed, regulators, macro events),
quantify variables like geopolitics, rate-expectation scenarios, and capital-flow direction,
then provide a success-rate reference with subjective probabilities—then that is exactly the pain point investors trading crypto care about.
And that is precisely the direction in which the product “Daily Crypto Market Hotspot Summary” should be extended.
I believe this will be one of the directions for AI product iteration:
—from “content summaries” to “consultative decision support.”
#每日币圈热点综述 #币圈心学
LaoYao_crypto
·
--
September 22: The UNGA opens a geopolitical cooling window, with oil prices falling and BTC forcing shorts
— Capital re-trades the “risk appetite”
Over the past 24 hours, there has been a notable shift in the trading logic of global financial markets:
High interest rates continue to suppress valuations, but the geopolitical risk premium begins to ease at the margin, giving risk assets room to breathe again.
Technology and AI once again become the main drivers of market sentiment. Oil prices fall from their highs, and US stock market risk appetite shows a clear recovery;
Meanwhile, the crypto market sees a rebound in macro risk appetite × short covering × leveraged funds synchronization, with BTC breaking upward on increased volume and making a phased breakout across several key integer levels.
Over the past 24 hours, there has been a notable shift in the trading logic of global financial markets:
High interest rates continue to suppress valuations, but the geopolitical risk premium begins to ease at the margin, giving risk assets room to breathe again.
Technology and AI once again become the main drivers of market sentiment. Oil prices fall from their highs, and US stock market risk appetite shows a clear recovery;
Meanwhile, the crypto market sees a rebound in macro risk appetite × short covering × leveraged funds synchronization, with BTC breaking upward on increased volume and making a phased breakout across several key integer levels.
139
Article
September 22: The UNGA opens a geopolitical cooling window, with oil prices falling and BTC forcing shorts— Capital re-trades the “risk appetite”
Over the past 24 hours, there has been a notable shift in the trading logic of global financial markets:
High interest rates continue to suppress valuations, but the geopolitical risk premium begins to ease at the margin, giving risk assets room to breathe again.
Technology and AI once again become the main drivers of market sentiment. Oil prices fall from their highs, and US stock market risk appetite shows a clear recovery;
Meanwhile, the crypto market sees a rebound in macro risk appetite × short covering × leveraged funds synchronization, with BTC breaking upward on increased volume and making a phased breakout across several key integer levels.
September 22: The UNGA opens a geopolitical cooling window, with oil prices falling and BTC forcing shorts
— Capital re-trades the “risk appetite”
Over the past 24 hours, there has been a notable shift in the trading logic of global financial markets:
High interest rates continue to suppress valuations, but the geopolitical risk premium begins to ease at the margin, giving risk assets room to breathe again.
Technology and AI once again become the main drivers of market sentiment. Oil prices fall from their highs, and US stock market risk appetite shows a clear recovery;
Meanwhile, the crypto market sees a rebound in macro risk appetite × short covering × leveraged funds synchronization, with BTC breaking upward on increased volume and making a phased breakout across several key integer levels.
Over the past 24 hours, there has been a notable shift in the trading logic of global financial markets:
High interest rates continue to suppress valuations, but the geopolitical risk premium begins to ease at the margin, giving risk assets room to breathe again.
Technology and AI once again become the main drivers of market sentiment. Oil prices fall from their highs, and US stock market risk appetite shows a clear recovery;
Meanwhile, the crypto market sees a rebound in macro risk appetite × short covering × leveraged funds synchronization, with BTC breaking upward on increased volume and making a phased breakout across several key integer levels.
1
299
Article
September 21: What does the market trade after the rate hike? China-US summit, the UN General Assembly, and PMI—three lines running in parallelA new week begins.
Last week, global markets went through a key event: the Fed’s rate hike.
This week, the market’s focus is shifting:
From “whether to raise rates” to “what happens after rate hikes.”
With no major data releases such as NFP or CPI, the data calendar this week is relatively light. But what really deserves attention is that three pricing storylines are unfolding at the same time:
Geopolitics—China-US summit, the UN General Assembly, and the situation in the Middle East;
Economic fundamentals—whether global PMIs can confirm economic resilience;
Monetary policy—amid high inflation, whether the Fed still has room to continue raising rates.
September 21: What does the market trade after the rate hike? China-US summit, the UN General Assembly, and PMI—three lines running in parallel
A new week begins.
Last week, global markets went through a key event: the Fed’s rate hike.
This week, the market’s focus is shifting:
From “whether to raise rates” to “what happens after rate hikes.”
With no major data releases such as NFP or CPI, the data calendar this week is relatively light. But what really deserves attention is that three pricing storylines are unfolding at the same time:
Geopolitics—China-US summit, the UN General Assembly, and the situation in the Middle East;
Economic fundamentals—whether global PMIs can confirm economic resilience;
Monetary policy—amid high inflation, whether the Fed still has room to continue raising rates.
Last week, global markets went through a key event: the Fed’s rate hike.
This week, the market’s focus is shifting:
From “whether to raise rates” to “what happens after rate hikes.”
With no major data releases such as NFP or CPI, the data calendar this week is relatively light. But what really deserves attention is that three pricing storylines are unfolding at the same time:
Geopolitics—China-US summit, the UN General Assembly, and the situation in the Middle East;
Economic fundamentals—whether global PMIs can confirm economic resilience;
Monetary policy—amid high inflation, whether the Fed still has room to continue raising rates.
1
346
🌍 Trump’s major diplomatic breakthrough this week: an agreement between Greenland and Denmark
Over the weekend, Trump announced that the United States has reached an agreement with Denmark and Greenland on new security arrangements.
#币圈心学
This is a major diplomatic achievement for the Trump administration.
The strategic value of Greenland—the world’s largest island—has evolved from a Cold War “early warning outpost” into a hub connecting control of shipping lanes, missile defense, competition for resources, and great-power rivalry.
Based on currently available public information, the arrangement mainly concerns the U.S.’s security and military presence in Greenland, while limiting other non-NATO countries from establishing military bases or carrying out certain strategic activities there;
Denmark and Greenland, meanwhile, emphasize that the agreement will not change local sovereignty or territorial integrity, and that subsequent approval procedures will still be required.
For the Trump administration, this also provides a diplomatic and security-policy result that can be showcased domestically.
For the market, geopolitics is no longer just a single risk variable.
But rather:
Energy → Inflation → Interest rates → U.S. Treasuries → The U.S. dollar → Risk assets
🌍 Trump’s major diplomatic breakthrough this week: an agreement between Greenland and Denmark
Over the weekend, Trump announced that the United States has reached an agreement with Denmark and Greenland on new security arrangements.
#币圈心学
This is a major diplomatic achievement for the Trump administration.
The strategic value of Greenland—the world’s largest island—has evolved from a Cold War “early warning outpost” into a hub connecting control of shipping lanes, missile defense, competition for resources, and great-power rivalry.
Based on currently available public information, the arrangement mainly concerns the U.S.’s security and military presence in Greenland, while limiting other non-NATO countries from establishing military bases or carrying out certain strategic activities there;
Denmark and Greenland, meanwhile, emphasize that the agreement will not change local sovereignty or territorial integrity, and that subsequent approval procedures will still be required.
For the Trump administration, this also provides a diplomatic and security-policy result that can be showcased domestically.
For the market, geopolitics is no longer just a single risk variable.
But rather:
Energy → Inflation → Interest rates → U.S. Treasuries → The U.S. dollar → Risk assets
Over the weekend, Trump announced that the United States has reached an agreement with Denmark and Greenland on new security arrangements.
#币圈心学
This is a major diplomatic achievement for the Trump administration.
The strategic value of Greenland—the world’s largest island—has evolved from a Cold War “early warning outpost” into a hub connecting control of shipping lanes, missile defense, competition for resources, and great-power rivalry.
Based on currently available public information, the arrangement mainly concerns the U.S.’s security and military presence in Greenland, while limiting other non-NATO countries from establishing military bases or carrying out certain strategic activities there;
Denmark and Greenland, meanwhile, emphasize that the agreement will not change local sovereignty or territorial integrity, and that subsequent approval procedures will still be required.
For the Trump administration, this also provides a diplomatic and security-policy result that can be showcased domestically.
For the market, geopolitics is no longer just a single risk variable.
But rather:
Energy → Inflation → Interest rates → U.S. Treasuries → The U.S. dollar → Risk assets
LaoYao_crypto
·
--
20th of the month: rate hike delivered, U.S. Treasury yields edging toward 5%, and a Middle East diplomatic variable emerges—markets begin trading the “after the rate hike” scenario
This week, global financial markets continue to revolve around interest-rate hikes, inflation, and geopolitical risks.
The Federal Reserve and the Bank of Japan both raised interest rates in succession.
On September 16, the Federal Reserve raised interest rates by 25 basis points, lifting the target range for the federal funds rate to 3.75%–4.00%. This was the first rate hike in more than three years;
At the same time, policy signals indicate that there is still a possibility of further tightening later in the year.
On September 18, the Bank of Japan also raised its policy rate to 1.25%, reaching a 31-year high.
However, after the rate hike, the yen weakened instead. Two members voted against further hikes, and the market began to reassess Japan’s subsequent policy path.
The Federal Reserve and the Bank of Japan both raised interest rates in succession.
On September 16, the Federal Reserve raised interest rates by 25 basis points, lifting the target range for the federal funds rate to 3.75%–4.00%. This was the first rate hike in more than three years;
At the same time, policy signals indicate that there is still a possibility of further tightening later in the year.
On September 18, the Bank of Japan also raised its policy rate to 1.25%, reaching a 31-year high.
However, after the rate hike, the yen weakened instead. Two members voted against further hikes, and the market began to reassess Japan’s subsequent policy path.
77
Verified
Article
20th of the month: rate hike delivered, U.S. Treasury yields edging toward 5%, and a Middle East diplomatic variable emerges—markets begin trading the “after the rate hike” scenarioThis week, global financial markets continue to revolve around interest-rate hikes, inflation, and geopolitical risks.
The Federal Reserve and the Bank of Japan both raised interest rates in succession.
On September 16, the Federal Reserve raised interest rates by 25 basis points, lifting the target range for the federal funds rate to 3.75%–4.00%. This was the first rate hike in more than three years;
At the same time, policy signals indicate that there is still a possibility of further tightening later in the year.
On September 18, the Bank of Japan also raised its policy rate to 1.25%, reaching a 31-year high.
However, after the rate hike, the yen weakened instead. Two members voted against further hikes, and the market began to reassess Japan’s subsequent policy path.
20th of the month: rate hike delivered, U.S. Treasury yields edging toward 5%, and a Middle East diplomatic variable emerges—markets begin trading the “after the rate hike” scenario
This week, global financial markets continue to revolve around interest-rate hikes, inflation, and geopolitical risks.
The Federal Reserve and the Bank of Japan both raised interest rates in succession.
On September 16, the Federal Reserve raised interest rates by 25 basis points, lifting the target range for the federal funds rate to 3.75%–4.00%. This was the first rate hike in more than three years;
At the same time, policy signals indicate that there is still a possibility of further tightening later in the year.
On September 18, the Bank of Japan also raised its policy rate to 1.25%, reaching a 31-year high.
However, after the rate hike, the yen weakened instead. Two members voted against further hikes, and the market began to reassess Japan’s subsequent policy path.
The Federal Reserve and the Bank of Japan both raised interest rates in succession.
On September 16, the Federal Reserve raised interest rates by 25 basis points, lifting the target range for the federal funds rate to 3.75%–4.00%. This was the first rate hike in more than three years;
At the same time, policy signals indicate that there is still a possibility of further tightening later in the year.
On September 18, the Bank of Japan also raised its policy rate to 1.25%, reaching a 31-year high.
However, after the rate hike, the yen weakened instead. Two members voted against further hikes, and the market began to reassess Japan’s subsequent policy path.
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