This post was originally published on this site.The jump in near-term expectations lands squarely on the Fed’s main stated worry and strengthens the case for another hike before year end, supporting front-end Treasury yields and the dollar. Rising expected gasoline price growth shows how energy costs are feeding household inflation psychology, which makes oil supply disruptions a more direct risk to the Fed outlook. Stable five-year expectations limit the alarm for longer-dated bonds for now. Consumers also turned less bullish on equities, with fewer expecting stock prices to be higher in a year. — Earlier: ICYMI: Fed minutes: most officials...

This post was originally published on this site.A year ago this weekend, crypto markets went through the largest forced-selling event in their history. Bitcoin set a record high of $126,080 on 6 October 2025. Four days later, a sudden escalation in US-China trade tensions triggered a wave of liquidations that wiped out roughly $20 billion in leveraged positions over a single weekend. A year on, Bitcoin trades roughly a third below that peak. The anniversary is worth marking for two reasons. First, the mechanics that turned a political headline into a market rout are still in place today. Second, October’s...