The post AI markets bounced despite war risk – Can it hold? appeared on BitcoinEthereumNews.com.
Markets had two problems to digest: the FOMC minutes and a fresh wave of war headlines. The first event may already have been priced in, as it is merely a summary of the previous Fed meeting – traders already knew the Fed was not rushing back into rate cuts. The bigger pressure came from renewed geopolitical risk, which pushed oil and yields back into focus and hit risk sentiment early in the session. Yet the AI markets have been recovering. That suggests that risks were largely priced in. Nasdaq/US two-year yield ratio is range-bound The cleaner chart is USTEC/US02Y on the 4H timeframe. It shows whether Nasdaq strength is improving relative to front-end yield pressure. The ratio bounced from the lower end of its recent range, but it is now reacting near the 100 EMA band. That makes the next move important. A push back above the range midline near 7,200 would suggest the AI bounce is gainin
The post Fed: Divergent inflation paths shape rate outlook – Societe Generale appeared on BitcoinEthereumNews.com.
Societe Generale’s Jan Groen notes that the June Federal Open Market Committee (FOMC) minutes confirmed a hawkish hold, with the Summary of Economic Projections (SEP) showing an even split between members favoring unchanged or lower rates and those preferring hikes. The Fed sees inflation as too high and the labor market as durably stable, but is divided on how long elevated inflation will persist, which drives differing policy rate views. Committee split on inflation persistence “We had a hawkish hold at the June FOMC meeting with the June update of the SEP indicating an even split between Committee members that wanted to keep rates on hold or cut vs. members who wanted to raise rates.” “Today’s release of the minutes of that meeting did not contain any major surprises and it confirmed the hawkish undertone from the post-meeting communications.” “Where there was disagreem
The post New Zealand Dollar: Rate support constrained by Oil drag – OCBC appeared on BitcoinEthereumNews.com.
Christopher Wong highlights that the New Zealand Dollar (NZD) has strengthened after a hawkish Reserve Bank of New Zealand (RBNZ) rate hike, but higher Oil prices are capping gains. With the RBNZ starting a tightening cycle and growth expected to rebound in 2H26, Wong sees AUD/NZD nearing a peak, though a sustained decline needs stronger New Zealand growth and a more favourable energy backdrop. Hawkish RBNZ meets energy headwinds “The NZD strengthened after a hawkish RBNZ rate hike, though gains were capped by renewed terms-of-trade headwinds from higher oil prices. The RBNZ raised the Official Cash Rate by 25bps to 2.50%, delivering its first hike since May 2023. Forward guidance was hawkish but data-dependent, with the central bank noting that further rate increases may be needed to return inflation to target.” “Domestic data point to a rebound in GDP growth in 2H26 as the dr
The escalating US-Iran conflict could destabilize global markets, complicate sanctions enforcement, and intensify crypto's geopolitical role.
The post US-Iran conflict escalates with strikes and drone attacks in Persian Gulf, rattling oil and crypto markets appeared first on Crypto Briefing.
The post Hormuz Risk Is Back: Why The Market Is Wrong On Energy appeared on BitcoinEthereumNews.com.
The collapse of the U.S.-Iran ceasefire in Hormuz creates severe friction for oil and LNG routes, exposing corporate risk far beyond the price of crude. getty After a 23-day temporary ceasefire collapsed, U.S. Central Command said it struck more than 170 Iranian targets across two waves following attacks on three commercial vessels in the Strait of Hormuz. That same day, the U.S. Treasury’s Office of Foreign Assets Control revoked Iran’s temporary oil-sales authorization and replaced it with a wind-down license. Brent moved back above $76 recently, depending on the market snapshot used. That sequence looks like another oil shock. The larger signal is more awkward for companies: a ceasefire-linked route assumption and a sanctions permission both failed the same test. The oil market can move quickly. Trust in a shipping corridor moves more slowly. The next six months of Hormuz risk will b
The post Bitcoin Eyes $63K as Oil Rally Sparks Bearish Risk appeared on BitcoinEthereumNews.com.
Bitcoin holds above $60K as bearish chart signals appear and Brent oil rises 10%, putting $63K reclaim in focus. Bitcoin is showing weaker price action as traders watch a hidden bearish divergence on the daily chart. The setup has placed the $63,000 level back in focus. BTC is still holding above $60,000, which remains an important support area. However, buyers may need to reclaim $63,000 to reduce downside pressure. At the same time, Brent crude oil has risen about 10% over two days. The move followed reports about renewed Middle East tensions and ceasefire concerns. Rising oil prices are being watched closely across global markets. Therefore, traders are weighing Bitcoin’s technical weakness against wider risk conditions. Bitcoin Bulls Need to Reclaim $63,000 Bitcoin’s daily chart is showing a hidden bearish divergence, according to market CryptoReviewing. This pattern can appear when pr
The post Fed blames AI boom for rising inflation appeared on BitcoinEthereumNews.com.
As crypto traders brace for zero Federal funds rate cuts in 2026, the FOMC (Federal Open Market Committee) Meeting Minutes for June, released on July 8, show the Fed is wary of the AI (Artificial Intelligence) boom regarding rising inflation. According to the latest Fed’s FOMC report, the first under Chair Kevin Warsh, the ongoing AI stocks boom has contributed to rising inflation. The Fed’s FOMC, analyzed by Finbold on July 9, shows the Fed under Chair Warsh is concerned about the AI buildout. Furthermore, the Fed noted that the notable investments in AI stocks, amid the conflict in the Middle East, has impacted asset prices. As such, the Fed is titled hawkish in the near term, with some members signaling a potential Federal rate hike in 2026. However, the Fed commended the memorandum between the United States and Iran, noting that it has lowered inflation amid rising risks of an AI stock market cras
Geopolitical tensions heighten inflation risks, potentially leading to stricter crypto sanctions and impacting speculative asset markets.
The post US-Iran escalation rattles crypto markets as Bitcoin dips and oil surges past $72 appeared first on Crypto Briefing.
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.
