Analys

Bond Markets Are Becoming Trump’s Real Red Line

Bond Markets Are Becoming Trump’s Real Red Line

As the US Treasury yields approach and exceed the critical 4.5% threshold, markets keep questioning for how long policymakers can tolerate rising borrowing costs, elevated oil prices, and renewed inflation fears simultaneously. The bond market now appears to be driving political rhetoric almost as much as geopolitics itself.
Headway | 161 dagar sedan
Gold Under Pressure: Third Consecutive Session of Declines

Gold Under Pressure: Third Consecutive Session of Declines

Gold fell to 4,387 USD per troy ounce on Thursday, marking its third consecutive session of losses. The market remains cautious amid persistent uncertainty surrounding negotiations between the US and Iran, which continue to fuel concerns over inflation and the prospect of prolonged high interest rates.
RoboForex | 161 dagar sedan
Dow Jones at Record High; Oil Slumps After Rubio’s Iran Comments

Dow Jones at Record High; Oil Slumps After Rubio’s Iran Comments

Oil drops 5% after Rubio signals Iran talks progress, but Trump's confrontational tone limits losses. DXY rebounds to 99.35, gold slides to near two-month lows as July Fed hike bets intensify. JPY hits four-week low on Hormuz energy risk concerns. All eyes on Core PCE today — a hot print could trigger fresh hawkish repricing.
CPT Markets | 161 dagar sedan
Bitcoin Falls Behind as the S&P 500 Charges Towards New Records

Bitcoin Falls Behind as the S&P 500 Charges Towards New Records

While the S&P 500 continues setting fresh all-time highs, fuelled by AI optimism and relentless gains in semiconductor shares, Bitcoin has lagged badly behind since October 2025. The divergence increasingly highlights where institutional capital is concentrating — and where market leadership truly resides in the current cycle.
Headway | 162 dagar sedan
Mixed risk appetite as US-Iran deal optimism builds

Mixed risk appetite as US-Iran deal optimism builds

Markets are mostly optimistic about a US-Iran deal; bond yields drop while dollar slips; Oil prices remain sticky despite Monday’s decline; both gold and bitcoin trend lower; Rate hikes have become the central scenario for the ECB, RBNZ and BoJ; Dollar/yen refuses to drop; are Japanese officials postponing another intervention?
XM Group | 162 dagar sedan
USD/JPY Rises Again: Dollar Strong, Inflation Risks High

USD/JPY Rises Again: Dollar Strong, Inflation Risks High

USD/JPY rose to 159.19, with the yen remaining near its one-month lows following comments from Bank of Japan Governor Kazuo Ueda. The regulator warned of rising inflation risks but did not provide any clear signals regarding a potential rate increase at the next BoJ meeting.
RoboForex | 162 dagar sedan