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Experts' opinions

Markets Enter CPI Release With Yields Elevated and Rate-Cut Expectations Reduced

Markets are approaching today's U.S. CPI release with inflation expectations already reflected across major asset classes. The 10-year Treasury yield is holding near 4.54%, the...

Strong AI Capex Keeps Markets Focused on Growth Over Rate Cuts

Nvidia’s latest outlook and continued AI spending by major technology firms including Microsoft, Amazon, Google, and Meta suggest markets may need to further scale...

Ethereum’s Bitcoin Slump May Be Nearing an End as CLARITY Act Gains Momentum

ETH's underperformance against Bitcoin has largely been driven by capital rotating into BTC's increasingly dominant "digital gold" narrative and stronger institutional demand. While Bitcoin has...

Rising Japanese Bond Yields Are Repricing Global Liquidity Conditions

Japanese government bond yields continued rising this week, with the 10-year JGB yield approaching 2.7%, increasing pressure on global funding markets. For years, yen-funded carry...

Consumer Resilience and AI Spending Continue Delaying Aggressive Fed Easing

U.S. Consumer Confidence data reinforced market positioning around steady growth rather than recession risk. Treasury yields remained elevated, with the 10-year yield holding near 4.5%,...

Prediction Markets Are Emerging as Real-Time Infrastructure for Pricing Uncertainty

Prediction markets are quietly becoming one of the fastest-growing information layers in finance. The market is no longer waiting for analysts or quarterly reports to...

FOMC Minutes Highlight AI’s Growing Impact on Inflation and Liquidity

The latest FOMC meeting minutes revealed that Federal Reserve officials are increasingly focused on persistent inflation risks tied to energy prices, tariffs, geopolitical tensions,...

SEC Innovation Exemption Could Push Tokenized Equities Toward a $500B Market

The SEC’s reported “innovation exemption” framework for tokenized equities signals a major shift in how U.S. regulators approach blockchain-based financial markets. The proposal could enable...

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