Bitcoin retreats under $86,000 as ETF outflows slow rally
Bitcoin traded below $86,000 on Tuesday after three weekly gains, with $90 million in ETF outflows and weak payroll data reducing rate hike expectations.
06/10/2026 10:0213 min read
Macro Rates
US Real Estate Stocks Hit Record Low vs S&P 500 as Rates Weigh
US real estate stocks have hit a record low relative to the S&P 500, mortgage rates are elevated, and Peter Schiff says the industry is dead.
06/10/2026 09:2810 min read
French fiscal woes spill over to euro
France's budget issues are weighing on the euro, with bond spreads widening and EUR/USD hitting a 17-month low.
06/10/2026 09:018 min read
France-Germany bond spread breakout puts euro zone contagion in spotlight
The French-German 10-year yield spread has broken out to crisis-era levels, raising concerns about euro area contagion as other spreads widen.
06/10/2026 08:118 min read
Ueda: inflation close to 2%, keeping December BOJ hike on the table
BOJ Governor Ueda said underlying inflation is nearing 2%, with markets pricing about 64% odds of a December hike.
06/10/2026 07:028 min read
Gold Drops on Yield Rise; SPDR Holdings Signal Resilience
Gold fell 0.3% to $4,125 as Treasury yields surged, but SPDR Gold Trust holdings remained near multi-month highs, indicating investors have not abandoned the…
06/10/2026 06:416 min read
BOJ May Signal Inflation Is Roughly at 2%, Bolstering Case for December Move
The BOJ may signal in October that underlying inflation has roughly reached 2%, giving markets more reason to expect a December rate hike.
06/10/2026 05:219 min read
Benjamin Cowen Predicts 10-Year Yield Peak Before Midterms, Bitcoin May Rally
Analyst Benjamin Cowen expects the 10-year Treasury yield to peak before mid-November, potentially boosting Bitcoin and other risk assets.
06/10/2026 05:128 min read
Treasury yields climb to highest since 2002 despite reduced Fed hike expectations
10-year Treasury yields have risen above 5.30%, reaching their highest level since 2002, despite reduced bets on a Fed rate hike in October.
06/10/2026 05:018 min read
Chalmers: Global bond yield surge to strain Australian budget
Treasurer Jim Chalmers warned that rising global bond yields will increase Australia's budget costs as cheap debt matures.
06/10/2026 00:3113 min read
Nvidia closes in on $6 trillion as bond markets flash caution: Deutsche Bank
Nvidia nears $6 trillion while bond yields surge, creating a divergence Deutsche Bank says is unsustainable.
06/10/2026 00:2314 min read
Consumer sentiment dives to recession-era lows after RBA hike; Westpac expects another in November
Australian consumer sentiment fell sharply after the RBA's latest rate hike, with Westpac predicting another increase in November.
06/10/2026 00:0714 min read
Bitcoin behaves as a rates bet rather than inflation shield a year after record high
Bitcoin trades near $86,000, about 32% below its all-time high of $126,000, as its price moves in line with US rates and macro data.
05/10/2026 23:0214 min read
NY Fed scrutinises bank lending to private credit firms after JPMorgan writedowns
The New York Fed has been probing major banks' private credit exposure since spring, meeting JPMorgan, Wells Fargo, Barclays and Morgan Stanley after…
05/10/2026 21:5114 min read
ECB's Nagel: Central bank gold buying case stays strong
Bundesbank chief Nagel says central banks should keep buying gold despite high yields, citing geopolitical risk and debt concerns.
05/10/2026 21:4115 min read