Market strategist ed yardeni says US-Iran ceasefire rupture may lead to Fed rate hikes

The post Will Financial Markets Crash in July? Iran Ceasefire Collapse Puts Investors to the Test appeared on BitcoinEthereumNews.com. President Donald Trump declared the US-Iran ceasefire over on Wednesday, reviving fears of a markets crash in July. Stock futures fell more than 1% while oil surged and gold climbed. Wall Street’s early reaction suggests caution rather than panic. The bigger question is whether renewed war risk triggers a deep July sell-off, or whether investors have already built the danger into prices. Bitcoin, Gold, Oil, S&P 500, Nasdaq 100, and Dow Performance. Source: TradingView Wall Street Repeats a Familiar Risk-Off Script The US struck more than 80 Iranian targets overnight after Tehran attacked three commercial vessels in the Strait of Hormuz, CENTCOM confirmed. Iran’s Revolutionary Guard answered with claimed strikes on 85 US military facilities, activating air defenses in Bahrain and Kuwait. The June truce died less than halfway through the 60-day window neg

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 Dow Jones (US30) hits record high ahead of a critical earnings season appeared on BitcoinEthereumNews.com. The Dow Jones (US30) has extended its rally to record highs, but the next phase of the move could prove more volatile as investors reassess the outlook for US monetary policy and corporate earnings. Softer-than-expected Jun employment data reinforced expectations that the Fed is less likely to tighten policy in the near term, supporting equities while also raising questions about the pace of economic growth. Shifting interest-rate expectations remain one of the market’s main drivers. Cooling payroll growth and downward revisions to previous months’ employment figures have encouraged investors to scale back expectations of further Fed tightening. While a more accommodative policy outlook has supported equity valuations, markets are increasingly balancing that optimism against signs that the US economy may be entering a slower phase of growth. Attention is also turning to t

Iran's swift retaliation stance amid ongoing conflict may hinder US-Iran reconstruction deals and complicate diplomatic peace efforts. The post Iran vows swift response to threats amid ongoing 2026 conflict appeared first on Crypto Briefing.

The shifting dynamics in Russia's airspace could influence global markets, impacting energy prices and investor sentiment amid heightened risks. The post Rubio and Trump frame Russia’s airspace struggles as potential path to ending Ukraine war appeared first on Crypto Briefing.

The post US Dollar: Warsh risks skewed to cuts – Commerzbank appeared on BitcoinEthereumNews.com. Commerzbank’s Antje Praefcke argues that interest rate differentials are again driving the Dollar, with USD reacting strongly to weaker US data as markets reassess new Fed Chair Kevin Warsh. She suggests limited scope for further hikes but growing risk of earlier rate cuts, leaving USD more vulnerable to negative data than supported by positive surprises. Fed uncertainty weighs on Dollar outlook “Nevertheless, in my view, the risks are asymmetrically distributed. Despite the hawkish surprise at the start of his tenure, the risk is likely growing that, in the face of weak data and falling inflation, Warsh will want to cut interest rates faster and more aggressively. Even if the USD is likely to hold up well for now, it will probably suffer more from weak data than it will appreciate from positive data.” “This is because there is hardly any room for expectations of further rate hikes amid fa

Heightened military tensions reduce prospects for a US-Iran deal, impacting market confidence and diplomatic resolution perceptions. The post Trump announces probable strike on Iran tonight amid escalating tensions appeared first on Crypto Briefing.

Trump's shift away from regime change in Iran may reduce immediate diplomatic urgency, impacting market expectations and geopolitical strategies. The post Trump signals shift from regime change in Iran at NATO summit appeared first on Crypto Briefing.