Stablecoins Are Quietly Becoming a Bond-Market Variable
IMF research finds stablecoin demand shocks can lower short-term Treasury yields and spill into currencies, crypto and equities. Digital dollars now matter beyond crypto trading.
Aug 2, 2026

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26 stories for“bond market”
IMF research finds stablecoin demand shocks can lower short-term Treasury yields and spill into currencies, crypto and equities. Digital dollars now matter beyond crypto trading.
Aug 2, 2026

Gross federal debt crossed forty trillion dollars on 18 August. Two days later the Treasury said it would more than double its repurchases of long-dated bonds. Yields fell, gold rose, bitcoin ran, and the underlying arithmetic did not change.
Aug 22, 2026

JOLTS, productivity, payrolls and Treasury refunding arrive in one compressed week. Together they can change what investors believe about rates, growth and bond supply.
Aug 2, 2026

The long bond closed at 5.27 per cent on 1 and 2 September and has not been below five since July. The two-year has climbed from 4.17 to 4.39 in a week. What the Federal Reserve's own data shows, and why the shape of the move matters more than the level.
Sep 8, 2026

Long-dated US borrowing costs reached a 22-year high on Thursday, driven by surging energy prices, strong business activity data and a national debt above 40 trillion dollars, even as Brent crude eased off its intraday peak on Hormuz reopening reports.
Sep 25, 2026

Long government borrowing costs are at multi-decade highs across the United States, Germany, France and Japan. The cause is not central bank policy. It is the sheer volume of debt being issued, and some of it is paying for data centres.
Aug 18, 2026

The metal reached about 4,607 dollars an ounce on Friday, its strongest week in months, on the same US debt news that moved bonds and bitcoin. It is still below January's record, and it has just overtaken forecasts that were revised down in early August.
Aug 22, 2026

A unanimous quarter point takes the funds rate to 3.75 to 4 per cent. The median official sees 4.1 per cent by December, sixteen of eighteen expect at least one more rise, and the ten-year went back through five per cent while the chairman spoke.
Sep 17, 2026

Down 4 per cent on the week and 34 per cent on the year, but up 21 per cent on the month, with the Fed about to raise rates and oil up eleven per cent in five days. Ether is at 2,500. What the price is telling you, and what it is not.
Sep 15, 2026

Citi, Goldman, Deutsche, HSBC and Societe Generale have published year-end gold targets a third apart from one another. The spread is not sloppiness. It is an argument about what gold is for.
Aug 18, 2026

The Dow and S&P 500 slipped 0.7 and 0.8 per cent and the Nasdaq fell 1.1 on Wednesday as the ten-year yield climbed to about 5.11 per cent. Nvidia dropped 1.5, Broadcom 2.6 and Micron 2.2 as investors took profit after the prior week's chip rally.
Sep 24, 2026

Wall Street fell for a third day as Brent settled at 101 dollars and the ten-year yield touched its highest since 2023. Futures price a better than even chance of a quarter-point rise on 16 September. What the buyback means, and what to watch.
Sep 10, 2026

After a record above $5,500 and a violent retreat toward $4,000, gold's outlook depends on interest rates, the dollar, geopolitical risk, Asian demand and central-bank buying.
Jul 25, 2026

From Wednesday to Friday the price rose more than twenty two per cent, the strongest week in over three years, helped by a record short squeeze of about 2.7 billion dollars. Very little of the explanation is about cryptocurrency.
Aug 22, 2026

The World Gold Council's base case points to a range around $4,100, but rates, positioning and geopolitical risk leave unusually large paths on either side.
Aug 2, 2026

Bitcoin is trading near $64,000 as clearer US rules meet a difficult macro environment, proving that legitimacy and price stability are different things.
Jul 31, 2026

Gold-linked assets climbed after the Federal Reserve held rates steady, but the next move still depends on yields, the dollar and central-bank demand.
Jul 31, 2026

Bitcoin rose 5.5 percent to 81,491 dollars on Thursday after a Federal Reserve governor signalled a hold, with the total crypto market up 4.7 percent to 2.82 trillion. The rally came from lower rate expectations while oil sat near 96 dollars.
Sep 4, 2026

The Fed decides Wednesday with a rise at ninety per cent, the Bank of Japan is expected to follow on Friday, German Bunds are at a 2009 high and gold sits near 4,300. Nvidia lost two per cent after Anthropic and OpenAI asked the industry to slow down.
Sep 15, 2026

Trump gave Xi a rare planeside welcome on Wednesday ahead of Thursday's formal arrival ceremony, the first state visit by a Chinese leader to Washington since Xi's 2015 trip. The two governments extended their trade truce to January and put AI on the agenda.
Sep 24, 2026

Marvell granted Google a warrant over nearly 59 million shares, most of which only vests if Google hits purchasing targets running to fiscal 2033. It is a customer being paid in equity to remain a customer, and that structure is spreading.
Aug 22, 2026
Six months in, institutional Bitcoin holdings are near record highs even as ETF assets slip, and Wall Street forecasts for the rest of the year could not be more split.
Jun 18, 2026

Gold, silver and platinum all peaked in the same fortnight in January. Palladium's record is still from March 2022 and it is not going to be beaten, because the engine it was bought for is being discontinued.
Aug 18, 2026

A proceeding opened on 30 June is deciding what exchange traded funds holding unusual assets may look like. Two designs dominate it: funds that earn staking rewards, and funds tracking small altcoins. The comment period closes in days.
Aug 24, 2026

Silver set a record just under $122 an ounce in late January, then lost close to half of it. The London squeeze behind the spike has eased rather than ended, and the metal is still up almost 74 per cent on the year.
Aug 18, 2026

Three constructions account for nearly every leather shoe sold. One can be resoled indefinitely, one can be resoled a few times, and one is thrown away when the sole wears through. How to tell which you are holding.
Sep 6, 2026
