
Why Bitcoin’s rally is dangerous according to new Fed data
The index measures shock-amplification capacity, exposing funding risks that can build while spot demand remains firm.
- neutral toward Federal Reserve · 96%

The index measures shock-amplification capacity, exposing funding risks that can build while spot demand remains firm.

With 30-year conforming rates reaching 7.32% this week, MBA has penciled in two more Fed hikes in the next 12 months

The Federal Reserve raised rates by 25 basis points to 3.75%-4.00%, its first hike since July 2023, as inflation at 3.7% PCE outpaces the 2%

Persistent inflation risks could reshape economic behaviors, complicating monetary policy and challenging the Fed's inflation control efforts.

The Fed's strategic Treasury purchases aim to stabilize short-term funding markets, impacting liquidity and interest rate dynamics.
Equities now account for 39.9% of US household net worth, the largest share in Federal Reserve records. Owners’ equity in residential real estate fell to 19.3% in the same quarter. The gap between the two measures has widened to 20.6 percentage points. Stocks Pull Away From Housing on the US Household Balance Sheet The Kobeissi

Accelerated central clearing in the Treasury market enhances liquidity and stability, potentially mitigating future financial disruptions.
Electricity prices are heading up. Utility operating costs, raw materials, and fuel (obviously), are all heading up and no sign of stopping. Now higher capital costs courtesy of the Fed can also be expected. All we can say is that it seems like inflation is back, baby. The Fed recently raised its discount rate and Treasury bond yields hit 5%—their highest level in almost two decades. A utility’s cost of capital consists of two parts: 1) the return earned on a risk-free investment (like US Treasury bonds) plus 2) an extra amount added…

Modernizing the discount window could enhance liquidity and stability in Treasury markets, reducing stigma and improving financial resilience.

The "September surge" might boost hiring this fall, but the Fed rate hike could slow down the job market. Here's what experts say to do.

Persistent inflation above 2% could lead to prolonged economic tightening, impacting growth and increasing the risk of financial instability.

Bitcoin Magazine Jim Bianco: Macro Outlook, The 4th Turning and Bitcoin Adoption The Fed just hiked for the first time in more than three years, and Jim Bianco of Bianco Research says the bond market had been signaling this was necessary for two years. This post Jim Bianco: Macro Outlook, The 4th Turning and Bitcoin Adoption first appeared on Bitcoin Magazine and is written by Patrick Green .
The rebound in the non-manufacturing index suggests resilience in the services sector, potentially influencing Federal Reserve policy decisions.
Technological innovation may mitigate inflationary pressures, potentially reshaping economic growth and monetary policy strategies.
Economic data, the Iran war and looming UN meetings are in focus.

As diet trends proliferate on social media, it can be hard to work out which are backed by science and which should be ignored. From paleo to keto, raw food to intermittent fasting, each attracts a tribe of ardent followers. Now Daniel Lieberman, professor of biological sciences at Harvard University, has written a book to try to cut through the noise. In Fed Up, he uses his background as an evolutionary anthropologist to scrutinise the evidence, turning himself into a guinea pig in the process and trying various diets. In this podcast, he tells Ian Sample which one has remained part of his routine Order Fed Up from the Guardian Bookshop Support the Guardian: theguardian.com/sciencepod Continue reading...

Treasury Secretary Scott Bessent said Monday he has “great confidence” in Federal Reserve Chair Kevin Warsh, after the central bank raised interest rates by a quarter point against the wishes of President Trump. “I have great confidence in Chair Warsh,” Bessent told host Joe Kernen on CNBC’s “Squawk Box.” “More importantly, the president has great…

The Fed generally fights inflation by raising interest rates to cool borrowing and spending. Historically, such rate hikes have often slowed growth and have even led to recessions.

Austan Goolsbee said in a speech in London that the Fed is facing a series of persistent supply shocks that have driven up inflation, including higher oil prices from the Iran war and tariffs

Bitcoin holds above $80,000 despite a hawkish Fed and failed CLARITY Act vote. Key levels, scenarios, and what it means for BTC's next move.