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
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
The post Japanese Yen falls as renewed US-Iran tensions boost the US Dollar, Oil prices appeared on BitcoinEthereumNews.com.
USD/JPY edges higher on Wednesday as renewed escalation in the Middle East boosts demand for the US Dollar (USD) and lifts Oil prices, weighing on the Japanese Yen (JPY). At the time of writing, the pair is trading around 162.50, close to 40-year highs. The United States and Iran exchanged fire overnight following attacks on commercial ships near the Strait of Hormuz earlier this week. On Wednesday, US President Donald Trump declared that the ceasefire deal with Iran was “over” and said dealing with Tehran was “a waste of time” while speaking at the NATO Summit in Ankara, Turkey. The latest escalation has dampened hopes for a near-term peace deal, reigniting concerns over potential disruption to global Oil flows through the critical waterway, where shipping had been gradually improving since last month’s interim peace agreement. The rebound in Oil prices has revi
The post Pound Sterling Price News and Forecast: GBP slumps against US Dollar as risky assets turn fragile appeared on BitcoinEthereumNews.com.
British Pound slumps against US Dollar as risky assets turn fragile The British Pound (GBP) is down 0.13% to near 1.3340 against the US Dollar (USD) during the European trading session on Wednesday. The GBP/USD pair faces selling pressure as renewed geopolitical risks have diminished the appeal of riskier assets. At press time, S&P 500 futures are down almost 1% to near 7,430, demonstrating a risk-off market mood. The US Dollar Index (DXY), which tracks the Greenback’s value against six major currencies, trades marginally higher to near 101.15 after recovering early losses. Read more… Pound awaits tighter policy from Bank of England GBP/USD declined to 1.3352 on Wednesday amid a general deterioration in the external environment and a decline in risk appetite. The escalation of tensions in the Strait of Hormuz and Iran’s attacks on facilities in
The US-Iran conflict's impact on energy prices may drive inflation, influencing the Fed's interest rate decisions and market expectations.
The post Market strategist ed yardeni says US-Iran ceasefire rupture may lead to Fed rate hikes appeared first on Crypto Briefing.
The post With minutes due, Fed’s ‘family fight’ over interest rates could drag on appeared on BitcoinEthereumNews.com.
Kevin Warsh, incoming chairman of the US Federal Reserve, during a swearing-in ceremony in the East Room of the White House in Washington, DC, US, on Friday, May 22, 2026. Yuri Gripas | Bloomberg | Getty Images Divided Federal Reserve officials indicated at their last meeting that they will address persistent inflation this year with one interest rate hike. History, though, suggests that policymakers will have a hard time stopping there. In fact, there have been few instances over the past 35 years or so when the Fed has only made one rate move, be it up or down. Rather, the central bank’s Federal Open Market Committee tends to move in rate cycles, where it adjusts policy multiple times over a period to meet whatever goal it seeks to accomplish. “A lot of people are talking about one rate increase. The committee does not generally do that. I mean, what’s the point of t
The post Bitcoin Price Rebound Faces Fed Heat as Bond Yields Bite Hard appeared on BitcoinEthereumNews.com.
Key Insight Bitcoin price bounced after Warsh flagged sticky inflation. Bond yields pulled capital toward fixed-income assets. ETF outflows kept BTC price bulls under pressure. Bitcoin price reacted higher on Wednesday after U.S. Federal Reserve Chair Kevin Warsh flagged stubborn inflation. The move gave Bitcoin crypto traders brief relief, but bond yields and tech strength capped confidence. The rebound came as investors priced higher returns from U.S. debt markets. That shift mattered because Bitcoin price competes with bonds, cash, gold, and growth stocks for capital. Bitcoin Price Bounce Met Bond Yield Pressure TradingView charts showed the U.S. five-year Treasury yield rose to 4.22%. Traders demanded higher compensation to hold government debt as inflation concerns stayed active. Gold vs. US dollar strength chart. Source: TradingView The move pressured non-yielding assets be
The post Swiss Franc holds losses as fresh US-Iran tensions support the US Dollar appeared on BitcoinEthereumNews.com.
The Swiss Franc (CHF) nurses minor losses against the US Dollar (USD) on Wednesday but is depreciating nearly 0.7% so far this week. The USD/CHF pair has steadied at the upper range of the 0.8000s, buoyed by investors’ concern about the resumption of hostilities in Iran and markets’ cautiousness ahead of the release of the minutes of the latest Federal Reserve (Fed) monetary policy meeting. US President Donald Trump rattled markets earlier on the day, affirming at the NATO summit in Turkey that the ceasefire between the US and Iran is over and that he does not want to deal with Tehran any more, as “they’re scum”. These comments follow a series of reciprocal attacks earlier on the day and the US revocation of Iran’s authorisation to export crude. The market reaction has been moderate so far, but has provided some support to the Greenback to pick up against most peers, y
