Fed minutes cited rising inflation risks and possible 2026 hikes, the 10-year sat near 4.47%, and the S&P 500 traded at 20.1x forward P/E. Why yields could bite.
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
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
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.
