JPMorgan Chase CEO Jamie Dimon warns investors are underestimating global economic risks, including geopolitical conflicts and rising U.S. deficits. He advises against buying equities and long-dated U.S. Treasurys at current prices, predicting higher interest rates due to persistent budget deficits.
Treasury yields remained flat despite a faster-than-expected inflation print and ongoing Middle East conflict. Investors await producer price index data, while oil prices dipped amid regional tensions.
US Treasury yields moved lower Wednesday as inflation concerns and Middle East tensions weighed on investors. The 10-year yield was below 4.66%, while oil prices also edged down. Traders await Fed minutes amid hawkish rate expectations.
HSBC warns U.S. Treasurys are in a "danger zone" with surging long-term yields potentially impacting equities and risk assets. The 30-year yield surpassed 5.19%, its highest since 2007, amid fears of sticky inflation and hawkish rate expectations.
China and Japan significantly reduced their U.S. Treasury holdings in March due to the Middle East war's impact on energy prices and local currencies. Other foreign holders also sold, with overall holdings falling, though the UK increased its stake.
U.S. Treasury yields spiked on Friday as traders priced in potential interest rate policy under new Fed Chair Kevin Warsh, amid rising inflation data and geopolitical tensions.
Arthur Hayes, chief investment officer of Maelstrom, predicts Bitcoin will reach $126,000 due to increased money printing driven by the war in Iran and the AI sector race
Crypto markets are pulling in different directions as miners pursue divergent strategies. Bernstein is reframing IREN as an AI infrastructure company, projecting its cloud business could reach $3.7B as miners seek stable revenue beyond crypto. Meanwhile, BitMine continues accumulating ETH despite $6.5B in unrealized losses, now holding roughly $17.6B in Ether. Stablecoin supply has ballooned to $305B but transfer volume dropped 19%, indicating capital sitting idle. OKX has integrated BlackRock's BUIDL tokenized Treasurys as trading collateral.
Tokenized US Treasurys were one of the biggest growth areas of the RWA market, rising from a market capitalization of $3.9 billion at the start of 2025 to more than $15 billion.
When Customs launched the CAPE refund portal, it put administrative certainty behind an asset class that Wall Street had already begun pricing. As of Apr. 9, 56,497 importers had registered for electronic refunds totaling $127 billion, out of roughly $166 billion the government expects to be returned after the Supreme Court ruled in February that […] The post Were tariff refunds bought for 20 cents on the dollar by stablecoin-backed Treasurys custodian Cantor Fitzgerald? appeared first on CryptoSlate.
