AI chip stocks were riding high. Here’s why Micron and others are now pulling back.
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic’s financial progress, Source：MarketWatch
6% Treasury yields are the biggest risk facing stocks right now. Here’s why.
A global bondmarket rout was starting to put some pressure on stocks on Tuesday, as major U.S. indexes headed for a thirdstraight session in the red.…
Global bond yields surge as debt fears test bitcoin’s hedge narrative
Longterm borrowing costs are reaching multidecade highs as U.S. debt approaches $40 trillion and AI hyperscalers accelerate bond issuance. Source：CoinDesk
Stocks keep shrugging off rising Treasury yields. Here’s the level that could finally trigger a selloff.
The yield on the 10year Treasury yield continues to climb, but our call of the day from Strategas says that ascent will be much higher before stocks start to…
Bitcoin pauses at $64,000 as rising yields, oil drag equities lower
BTC has dropped 0.6% since midnight UTC as Nasdaq 100 futures slip 1.1%, with the FOMC's July meeting minutes and a White House crypto summit both due…
Live updates: Bitcoin holds $64,000 as surging yields and oil drain risk appetite
The 30year Treasury yield hit its highest since 2007 and Brent topped $91 as the USIran conflict escalates, pressuring stocks. Bitcoin is holding its range,…
Rates are at multiyear highs, yet stocks hit fresh records. Here’s how long the defiance may last.
The relationship between bond yields and equities has turned negative again, says LPL Financial Source：MarketWatch
Live updates: Bitcoin slips below $63,000 as oil, yields climb
WTI crude tops $82 a barrel, adding inflation pressure and weighing on risk assets as bond yields rise. Source：CoinDesk
Forecasts for $1 million bitcoin price likely look too ambitious, key ratio suggests
The thesis is that high yields on longterm U.S. Treasuries make nonyielding assets like bitcoin less attractive. Source：CoinDesk
The $30 trillion Treasury market is facing a painful reckoning. How rising yields could squeeze your portfolio.
The roughly $30 trillion Treasury market — widely seen as the bedrock of the global financial system — is facing a dangerous reckoning driven by a perfect…
U.S. CPI inflation slows to 3.4% as expected, bitcoin holds near $64,000
Both headline and core inflation matched economists’ expectations, while bitcoin held near $64,000 and Treasury yields declined. Source：CoinDesk
A rare CME shift: Hedge funds abandon structural shorts to bet on a bitcoin rally
CME leveraged funds turn net long as weak futures yields undermine the oncepopular basis trade. Source：CoinDesk