Fed’s Waller Pivot Sparks Risk-On Rally: Bitcoin Tops $82K, Tech and Crypto Stocks Surge
Fed Governor Waller's dovish remarks have sparked a broad risk-on rally, with Bitcoin breaking $82K and tech stocks surging. The article analyzes the macro shift and its implications for crypto and equities,...
Wall Street Morning: Treasury Selloff Pauses, Stocks Rise, but Software and JGB Auctions Signal Caution
US stocks snapped a three-day losing streak as Treasury yields paused, but software weakness and JGB auction risks loom. Dell's surge validates AI hardware demand, while gold's rally above $4,400 underscores macro...
September Opens with a Stock-Bond Bloodbath: 30Y Yield Returns to Intervention Highs, AI Long-Duration Assets Repriced
September starts with a stock-bond selloff as 30Y yields hit intervention highs, pressuring AI long-duration assets. Dell's strong earnings and GoPro's surge contrast with broad tech declines, signaling selective market focus.
Wall Street Braces for Historically Weak September as Treasury Yields Crack 4.75%
September's historically weak seasonality is compounded by surging Treasury yields above 4.75% and rising oil prices due to Hormuz tensions. Despite the selloff, AI and crypto-linked assets show resilience, suggesting investors are...
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