Rate cut expectations have already disappeared, liquidity is tightening, and long-end yields are sending pressure signals. Japan and China are reducing their holdings of U.S. Treasuries, while the index is propped up by a small number of AI-weighted stocks.
#BTC, stocks, and gold are sharing the same pool of liquidity. If long-end yields keep rising while growth slows, all risk assets will come under pressure at the same time. This is not a “buy-the-dip” scenario.
#BTC, stocks, and gold are sharing the same pool of liquidity. If long-end yields keep rising while growth slows, all risk assets will come under pressure at the same time. This is not a “buy-the-dip” scenario.
