đš THE FED MAY NOT BE DONE HIKING â AND RISK ASSETS ARE FEELING IT.
Bitcoin sold off sharply, Nasdaq weakened, but the bigger warning is the U.S. 10Y yield near 5.1%, around levels not seen since 2007.
The pressure is coming from three directions:
Hot U.S. data â Fed stays hawkish
Oil ($CL ) above $100 â inflation fears rise
More rate hikes â stronger dollar + higher yields
đ„Thatâs a tough mix for BTC, tech stocks ($NVDA ) and gold ($XAU ).
The trigger is simple:
Hot CPI + no Iran deal â hike odds stay high â risk-off continues.
Cooler CPI + oil drops + diplomacy improves â yields could ease and risk assets rebound.
For now, the market is trading one question:
Is October another rate hike⊠or the final macro scare before the next recovery? đ
#CFTCUpdatesGuidanceOnTokenizedAssets #BitgetSays$352MAffectedInHack #BinanceWillListHyperliquid(HYPE) #FedProposesRulesForBankIssuedStablecoins #FedOctoberRateHikeOddsRiseTo69.7%
Bitcoin sold off sharply, Nasdaq weakened, but the bigger warning is the U.S. 10Y yield near 5.1%, around levels not seen since 2007.
The pressure is coming from three directions:
Hot U.S. data â Fed stays hawkish
Oil ($CL ) above $100 â inflation fears rise
More rate hikes â stronger dollar + higher yields
đ„Thatâs a tough mix for BTC, tech stocks ($NVDA ) and gold ($XAU ).
The trigger is simple:
Hot CPI + no Iran deal â hike odds stay high â risk-off continues.
Cooler CPI + oil drops + diplomacy improves â yields could ease and risk assets rebound.
For now, the market is trading one question:
Is October another rate hike⊠or the final macro scare before the next recovery? đ
#CFTCUpdatesGuidanceOnTokenizedAssets #BitgetSays$352MAffectedInHack #BinanceWillListHyperliquid(HYPE) #FedProposesRulesForBankIssuedStablecoins #FedOctoberRateHikeOddsRiseTo69.7%
