The post United States: Inflation expectations edge higher as oil rises – DBS appeared on BitcoinEthereumNews.com.
DBS Group Research’s Philip Wee reports that the New York Fed’s June Survey of Consumer Expectations showed 1-year inflation expectations rising to 3.7%, with 3-year expectations at 3.3% and 5-year unchanged at 3%. Despite higher oil and survey readings, futures pricing for a September Fed hike only nudged up, and consensus still sees a negative June CPI print. Survey and CPI expectations “The New York Fed’s June Survey of Consumer Expectations surprisingly reported that 1-year inflation expectations rose to 3.7% from 3.5% in May, the highest since September 2023.” “Consumers also expected inflation to rise to 3.3% from 3.1% over the next three years, but unchanged at 3% over the next five years.” “Prior to the report, New York Fed President John Williams expected headline inflation to decline alongside energy prices, confident that monetary policy was well positioned to a
The post Euro: Geopolitics and ECB repricing supports EUR – Scotiabank appeared on BitcoinEthereumNews.com.
Scotiabank strategists Shaun Osborne and Eric Theoret note the Euro (EUR) is consolidating around the low 1.14s, with mixed G10 performance as markets reassess Oil’s impact on Euro area terms of trade and the European Central Bank’s (ECB) rate path. They highlight a notable repricing of ECB tightening to about 35 bps by December, supporting EUR via yield spreads, while near-term EUR/USD is seen confined between 1.1380 and 1.1480. Oil risk and ECB repricing “The EUR is quietly consolidating in the low-1.14s and entering Wednesday’s NA session unchanged vs. the USD. The EUR is also a mid-performer among the G10, in mixed overall trade with dispersion offering a break from the broad USD-driven movement that has characterized overall performance through much of this year.” “The latest resurgence in geopolitical risk presents a clear potential headwind for the EUR as we assess the ren
Market volatility underscores the fragility of geopolitical agreements, impacting global economic stability and investor confidence.
The post Oil prices surge and Bitcoin slides after Trump declares Iran ceasefire over appeared first on Crypto Briefing.
The dissolution of the US-Iran MOU heightens geopolitical tensions, impacting global markets and complicating energy and monetary policies.
The post Trump says Iran MOU ‘is over’, prompting stocks and bonds retreat as oil surges appeared first on Crypto Briefing.
The post Donald Trump says US may hit Iran again, doubts Iran deal appeared on BitcoinEthereumNews.com.
United States (US) President Donald Trump stepped up his rhetoric against Iran on Wednesday on the sidelines of the North Atlantic Treaty Organisation (NATO) summit, according to comments cited by Reuters. The US President said the United States would strike additional Iranian targets overnight and could act without a deal, adding that he is not convinced any potential agreement with Tehran would prove durable. Trump also said US forces had destroyed 28 Iranian boats the previous night and could target more in the coming hours. He did not rule out strikes on Iran’s electricity infrastructure, water treatment plants or Kharg Island, the country’s main Oil export terminal. Key takeaways Will probably hit them again tonight.We may just do it without a deal.Not sure deal will stick.knocked out 28 boats last night.Probably will knock out more boats tonight.If have to will take out electri
The post Hormuz Tensions Jolt S&P 500 as Oil Reprices Inflation Risk appeared on BitcoinEthereumNews.com.
Oil just grabbed the steering wheel again. One weekend of headlines out of the Strait of Hormuz, and suddenly everyone who was trading chips and AI multiples is back to watching Brent ticks and gasoline spreads. This isn’t the 1970s, but energy shocks still punch through growth stocks, inflation expectations, and rate paths. The timing is awkward too, with equities priced for immaculate disinflation and a clean landing. Let’s walk through what changed, how it filters into the S&P 500, what to watch in the next few weeks, and where the trapdoors sit if this escalates.
Point
Details
New Hormuz flashpoint
U.S. forces struck Iranian targets on July 7 after attacks on commercial vessels, raising fresh supply risk in a critical oil chokepoint Al‑Monitor.
Policy shift on Iranian oil
U.S. Treasury revoked a general licence for Iranian crude sales following tanke
Geopolitical tensions may lead to increased oil price volatility, impacting global markets and highlighting the strategic importance of the Strait of Hormuz.
The post Oil prices surge as Trump ends cease-fire with Iran, raising supply concerns appeared first on Crypto Briefing.
The post CFTC accuses fund manager of hiding crypto, futures losses behind fake investor returns appeared on BitcoinEthereumNews.com.
The U.S. Commodity Futures Trading Commission [CFTC] has charged a North Carolina commodity pool operator and his company with fraud. It alleged that they raised more than $14 million from investors while concealing heavy trading losses across futures, options, and crypto assets. According to a complaint filed in federal court, Trevor L. Vernon and Argent Capital Management LLC allegedly solicited funds from at least 60 investors. They did so by portraying the investment pool as consistently profitable. This is despite suffering millions of dollars in losses and operating what the CFTC described as a Ponzi-like scheme. CFTC alleges fake returns masked heavy trading losses The CFTC alleges that between March 2022 and February 2026, Vernon and Argent Capital Management accepted more than $14.8 million from investors through a commodity pool known as Argent
