US Treasuries
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cryptoFidelity Enters Stablecoin Reserve Market Amid GENIUS Act Mandates
Fidelity Investments launches a compliant money market fund for stablecoin reserves, joining State Street in targeting a multi-trillion dollar opportunity under new federal regulations.
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financeUS-Iran Deal Sends Oil Below $79, Reshaping Federal Reserve Rate Outlook
Brent crude dropped below $79 following a US-Iran framework agreement. This disinflationary shift alters Federal Reserve expectations and reduces geopolitical risk premiums across global markets.
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financeCentral Banks Accelerate Gold Repatriation as Trust in Global Finance Frays
A record 59% of central banks now store gold domestically, driven by geopolitical tensions and the weaponization of foreign reserves, surpassing US Treasury holdings for the first time.
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financeTreasuries Surge as Iran Deal Resets Fed Rate Expectations
Bond market rapidly reprices after diplomatic breakthrough between the US and Iran eases energy inflation fears, pushing expected rate hikes into 2027.
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financeIyogin Holdings Ends Decade-Long Boycott of Japanese Government Bonds
Iyogin Holdings resumes buying JGBs as yields hit 2.6%, signaling a major shift in Japanese banking strategy and potential global capital flow changes.
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cryptoTrump Demands Israel Halt Lebanon Strikes as Bitcoin Tracks Geopolitical Risk
President Trump urged Israel to cease Lebanon attacks to protect US-Iran talks. Bitcoin fluctuated near $64,000, signaling crypto markets now treat the asset as a geopolitical risk barometer rather than digital gold.
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cryptoBitcoin's $224K Fair Value Could Emerge on Sovereign Debt Fears
Bitwise reports that Bitcoin may be undervalued as global bond market stress and sovereign debt concerns grow, with a model suggesting a $224,000 fair value.
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financeMoney Market Funds Inflow Reaches $120 Billion as Banks Shift Strategy
US money market funds surged with $120B inflows, reflecting banks' strategic liquidity moves post-2023 stress. Government funds lead the charge.