Japan's 30-Year Bond Yield Reached Record 4.223%, Posing Risk to Bitcoin via Carry Trade
Japan's 30-year bond yield hit a record 4.223%, raising safe-haven returns and threatening bitcoin via yen carry trade unwinds.
25/09/2026 13:419 min read
Macro Rates
August durable goods orders flat, better than expected 0.4% drop
US durable goods orders held steady in August, exceeding forecasts of a 0.4% decrease, with core orders also showing strength.
25/09/2026 12:413 min read
Yen Surges, Oil Slides in European Session Amid Bond Yield Concerns
Yen strengthened, oil prices fell, and 10-year Treasury yields remained near 5.17% in European trading.
25/09/2026 12:018 min read
Fed's Williams warns repeat supply shocks complicate inflation fight
New York Fed President John Williams warned that repeated supply shocks are complicating the fight to bring inflation back to 2%.
25/09/2026 10:228 min read
US Treasuries beat rental property for first time since 2007
US 10-year Treasury yields above 5% now beat typical rental returns, with the spread at its widest since July 2007.
25/09/2026 09:586 min read
Ethereum trades cautiously as macro risks persist, though US-Iran optimism provides support
Ethereum faces macro headwinds but finds support from renewed US-Iran talks. Technical levels highlight key supports around 2,560.
25/09/2026 09:319 min read
Gold Analysis: Renewed Deal Hopes Balance Pressure from US Data
Gold declined after Trump's comments on Iran and strong US PMIs, but renewed deal hopes and Strait of Hormuz reopening offer support.
25/09/2026 08:328 min read
European shares rebound at open as oil eases, bond yields remain a threat
European stocks opened higher, driven by easing oil prices, but rising bond yields continue to weigh on sentiment.
25/09/2026 07:426 min read
Domestic demand underpins Spain Q2 GDP growth of 0.7%
Spain's final Q2 GDP growth was confirmed at 0.7% quarter-on-quarter, driven by domestic demand. External demand remained a drag.
25/09/2026 07:126 min read
Mortgage Rate Climbs to 7.45%; What It Signals for Crypto
The 30-year mortgage rate rose to 7.45% as Treasury yields surged, putting pressure on Bitcoin and crypto markets.
25/09/2026 05:128 min read
Treasury yields climb further, raising question of 6% threshold
10-year Treasury yields rose to 5.18%, with next resistance at 5.25-5.30%. If that level breaks, 6% could become a serious consideration.
25/09/2026 04:436 min read
Oxford Economics Gauge Enters Recession Zone, Consumer Spending Unfazed
Oxford Economics' US business-cycle indicator sounds recession alarm, but consumer spending and AI investment remain strong.
25/09/2026 02:3213 min read
Daiwa forecasts December BOJ rate increase after Ueda's policy pivot
Daiwa Securities predicts the Bank of Japan will raise rates again in December 2026, followed by a hike in April 2027, as the BOJ shifts to maintaining…
25/09/2026 00:2218 min read
Tom Lee Says Surging Treasury Yields Separate Strong from Weak Stocks
Fundstrat's Tom Lee argues that rising Treasury yields are not a threat but a filter that favors strong companies. He also expects inflation to decline in the…
25/09/2026 00:129 min read
S&P 500's Small Drop Hides Widespread Weakness Among Stocks
S&P 500 flat close hid a broad retreat: 328 stocks fell vs 174 rose. Yields rose, AI capex faced friction.
25/09/2026 00:118 min read