30/09/2026
Let’s look at what has been in the news today and caused a rebound across the different financial markets, but with favorable inflation data, signs of industrial expansion, and regulatory adjustments from the Federal Reserve.
1. Inflation gives the Market a breather
The Federal Reserve’s preferred inflation data (core PCE) came in below expectations at 3.4%.
What does that mean? Inflation is still cooling.
The effect: The likelihood that the Fed will raise interest rates again at its upcoming meetings is drastically reduced.
Reaction: Wall Street celebrated immediately with gains in the S&P 500 and the Nasdaq, while bond yields fell.
2. Surprise in the Real Economy: A Surprising Industrial Rebound 🏭
Chicago’s business activity index (PMI) surged to 58.8 points, crushing analysts’ expectations of just 51.2. This keeps them away from an imminent recession and shows that U.S. companies are operating at a strong pace.
3. Green Light for Wall Street Banks 🏛️
The Fed approved changes to bank stress-test rules. By easing requirements for capital that must be held in reserve, giants like JPMorgan Chase gain a significant maneuvering margin to move capital, immediately boosting the financial sector.
Cryptocurrencies and Stocks
Bitcoin at $83,790 USD: The price is holding in a strategic pause with lower daily volume, absorbing the latest upward moves.
Institutional Money Flow: Despite the price stagnating in the short term, spot Bitcoin ETFs have just closed their best week in almost a year, receiving $2.4 billion in net inflows. Publicly traded companies continue to accumulate reserves at record levels.
The IRS Warning: Today’s friction point was a warning from the U.S. tax authority (IRS) about the taxation of certain transfers of crypto ETFs, which led to some technical caution among major operators.
The macro picture shows a U.S. economy that controls inflation without slowing economic activity. For stocks, this creates a favorable environment; for cryptocurrencies, it reflects that institutions are accumulating massively under the radar while retail traders hesitate due to regulatory headlines.
⚠️ This is not financial advice. Do your own research (DYOR).
What do you think—do you believe Bitcoin will break all-time highs before the year ends, or will we see a correction first? I’m reading your comments.
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