S&P 500 Fed Minutes Setup: Why Higher Yields Could Pressure Record Valuations

Stable jobless claims and modest job growth bolster expectations for Fed rate cuts, potentially boosting risk assets like Bitcoin and Ethereum. The post US jobless claims hold steady at 215,000 as labor market signals ‘goldilocks’ zone for risk assets appeared first on Crypto Briefing.

Mexico's cooling inflation may boost economic stability, potentially enhancing the appeal of stablecoins for cross-border remittances. The post Mexico’s inflation slows to lowest rate since 2020, easing pressure on central bank appeared first on Crypto Briefing.

The post US Dollar: Fed minutes flag supply-driven inflation risks – TD Securities appeared on BitcoinEthereumNews.com. TD Securities strategists highlight that the June Federal Open Market Committee (FOMC) Minutes showed rising concern over inflation risks, even as the United States (US) labor market remains stable. Some participants saw a case for a June hike but backed holding rates, while most signaled willingness to pursue further policy firming if supply-side shocks, including Oil and tariffs, push inflation higher. Fed minutes stress hawkish supply risks “The June FOMC minutes showed participants concerned about rising inflation risks. “A few” participants saw the case for hiking in June, but still supported keeping rates on hold.” “The minutes also noted that the labor market remained stable, and that inflation risks were rising due to AI, tariffs, supply chain disruptions, and higher oil prices. However, in a hawkish development, “most” participants saw the case for “policy fi

The post Fed Minutes Setup: Yields vs S&P 500 Record Valuations appeared on BitcoinEthereumNews.com. Stocks are sitting near the top of the mountain. The S&P 500 pushed to fresh closing highs in early June as AI optimism juiced returns, which is great if you were long. But it also leaves a simple, slightly uncomfortable question ahead of the Fed minutes release: what if yields keep creeping up right as valuations look full? If the 10-year hangs in the mid 4s and the minutes read hawkish, multiples can get tight in a hurry. That’s the setup. This piece walks through how yields pressure valuations, what to watch in the minutes, and a clean playbook for managing risk without guessing tops. Aspect What to Know Fed minutes tone June meeting minutes showed mounting inflation worries and some argued for a hike, with several seeing slightly higher rates by end 2026 MarketScreener. 10-year Treasury yield The benchmark drifted into the mid 4% range in early July, with

UK's persistent inflation challenges could drive investors towards traditional assets, impacting crypto's appeal amid high opportunity costs. The post UK faces more entrenched inflation problem than US and Europe, and crypto investors should care appeared first on Crypto Briefing.

The Fed's inflation measure shift could ease rate hikes, boosting risk assets like crypto, but persistent inflation may still pose challenges. The post Federal Reserve’s inflation gauge revamp may curb interest rate hikes appeared first on Crypto Briefing.

The post US Dollar Index: Fed hawks supported by energy spike – ING appeared on BitcoinEthereumNews.com. ING’s Chris Turner notes that higher Oil prices and Gulf tensions have driven a bigger reaction in rates than in FX, with Brent near $80 supporting Fed hawks. The US Dollar (USD) is expected to stay firm versus low-yielders, while carry trades in Emerging Markets (EM) have been unwound. Turner sees US Dollar Index (DXY) around 101.00 with scope back toward 101.50. Fed scenarios and DXY support “Dominating global markets yesterday was the seeming breakdown in negotiations between the US and Iran and a more serious exchange of fire. That has extended overnight, with the US military striking infrastructure targets in northern Iraq – the first strike on infrastructure since early April. Brent briefly touched $80/bl and we saw some large moves at the short end of interest curves.” “In addition, last night saw the release of the FOMC minutes for the June meeting. Some had feared that Fed

The post Dow Jones futures advance due to tech, AI rally appeared on BitcoinEthereumNews.com. Dow Jones futures gain 0.17% to trade around 52,710 during European trading hours on Thursday. Meanwhile, S&P 500 futures and Nasdaq 100 futures advance 0.34% and 0.74%, trading near 7,550 and 29,690, respectively. US stock futures rise amid a sharp bounce in tech and AI sectors. Tech futures jumped on reports that Beijing will allow top Chinese AI firms to purchase a limited supply of Nvidia’s H200 chips. Chinese officials have recently informed major players, including Alibaba, ByteDance, and DeepSeek, that they may soon receive the necessary green light to procure the processors. However, traders worry that elevated energy prices could reignite inflation, potentially forcing the Federal Reserve (Fed) into an earlier-than-expected rate hike. This follows a down Wednesday where the Dow Jones and S&P 500 fell 1.09% and 0.28%, dragged down by materials, financials, and real estate, while the Na