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30-year Treasury yields just touched 5% for the first time since 2007, and the market is starting to price the Iran conflict as a structural risk rather than a headline cycle.
In this video: what a month of elevated oil from Strait of Hormuz risk is doing to the inflation picture, why CPI at 3.8% and slowing growth are pulling policy in opposite directions at once, how new Fed Chair Warsh may lean toward tolerating higher inflation to protect growth, what the CME FedWatch data says about the odds rates stay parked through mid-2026, the structural case for crypto even as spot price action stays messy (stablecoin balances climbing, long-term holders still accumulating), why Ethereum is separating out as the institutional settlement layer, and why the CLARITY Act may be one of the most underrated developments in crypto right now.

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Партнёрские программы
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