The post US Dollar: Fed repricing after hawkish pivot – Scotiabank appeared on BitcoinEthereumNews.com.
Scotiabank strategists Shaun Osborne and Eric Theoret report that the US Dollar (USD) is trading mixed as renewed Iran tensions hit risk appetite, with stocks falling and Oil (Brent) jumping 6%. They argue markets are overreacting to June’s hawkish Federal Open Market Committee (FOMC) pivot, noting Chair Warsh’s criticism of the dots and his reluctance to front-run Federal Reserve (Fed) reform task forces, while 37 bps of tightening priced by December still looks excessive. Iran tensions and FOMC expectations “Risk appetite has slumped, with global stocks down sharply.” “The dollar picked up some support earlier in London trade following the president’s ceasefire comments, but gains are limited and the DXY is still trading at a small net loss on the day.” “Developments leave markets pondering whether this is a brief and temporary rupture in the peace process or a prelude to another s
AI demand's inflationary impact may prompt tighter Fed policies, affecting economic stability and market expectations for future rates.
The post Fed minutes highlight AI demand as new inflation risk appeared first on Crypto Briefing.
The explosions in Chabahar may escalate regional tensions, potentially impacting Iran's airspace status and influencing global energy markets.
The post Explosions cause power outages in Iran’s Chabahar amid US-Israel military campaign appeared first on Crypto Briefing.
Pahlavi's accusations may fuel speculation of regime change in Iran, impacting market perceptions and potentially heightening political tensions.
The post Exiled Crown Prince Pahlavi accuses Iran of hiding true public sentiment appeared first on Crypto Briefing.
Increased Middle East tensions may lead to sustained market volatility, impacting global oil supply and testing Bitcoin's safe-haven status.
The post US strikes on Iran rattle markets as Bitcoin’s safe-haven narrative gets another test appeared first on Crypto Briefing.
The post Bitcoin Drops Gains As Bulls Cut Risk Ahead of Fed Minutes Release appeared on BitcoinEthereumNews.com.
Bitcoin (BTC) trades slightly above $62,000 and is down nearly 2% over the past 24 hours amid a risk-off mood across global markets. The pressure is not coming from crypto exclusively and is more so attributed to a sharp selloff in semiconductor and AI stocks. Renewed profit-taking from Samsung sent Asian markets reeling overnight, and military escalation between the US and Iran sent oil up around 5%. As a result, US stocks opened lower, and on Wednesday the Federal Reserve released the minutes from its June meeting, a report traders typically watch closely for clues on the timing of any rate cut. Currently, markets price roughly a 73% chance the Fed holds rates steady at its next meeting on July 29, but the major takeaway for investors will be how the tone of the minutes frames the Fed’s view on inflation and interest rates. Bitcoin buyers quickly became sellers Bitcoi
Khamenei's death may reshape Iran's political landscape, affecting leadership dynamics and geopolitical relations in the region.
The post Iran mourns Ayatollah Khamenei with large funeral in Karbala appeared first on Crypto Briefing.
The U.S. strikes on Iran heighten geopolitical tensions, risking further military escalation and impacting global oil markets and diplomacy.
The post US launches military strikes on Iran after tanker attacks in Strait of Hormuz appeared first on Crypto Briefing.
The post Fed flags AI inflation risk as rate hike odds climb above 59% appeared on BitcoinEthereumNews.com.
The Federal Reserve has warned that strong artificial intelligence-related demand could keep inflation elevated, while market pricing for a U.S. interest rate hike this year has climbed above 59%. Summary Fed minutes identified AI demand, tariffs, and Middle East tensions as potential drivers of persistent inflation. Most Fed officials said higher rates may be needed if inflation stays above the 2% target. Polymarket now prices a 59% chance of a Fed rate hike this year, while July pause odds remain at 69.5%. According to the minutes of the Federal Reserve’s June Federal Open Market Committee meeting, policymakers discussed several paths for monetary policy depending on how inflation and the labor market develop. One of the scenarios considered involved inflation staying above the central bank’s 2% target despite a stable labor market, driven by strong AI-related demand, the confl