U.S. Treasury yield tops 5% ahead of Fed's September decision
The U.S. 10-year Treasury yield reached about 5.03% as investors awaited the Federal Reserve's September 16 decision on interest rates.
Fed & Rates News
Federal Reserve policy, U.S. interest rates, inflation and the economy.
Yen speculators turn net long for first time since February
CFTC futures data shows non-commercial traders swung to a net-long yen position as Fed and Bank of Japan decisions approach.
U.S. 10-year Treasury yield nears 5% before Fed decision
Long-term U.S. borrowing costs have climbed sharply as investors weigh persistent inflation and a closely watched Federal Reserve rate decision.
U.S. regulators propose risk-based overhaul of bank vendor oversight
Four agencies want banks to tailor outside-provider checks to actual risks, while a Fed dissent warns of consumer-protection and supervisory gaps.
U.S. inflation rises 0.4% in August as gasoline costs climb
U.S. consumer prices accelerated in August, led by gasoline and shelter, while stronger core inflation raised expectations for a September Fed rate increase.
Trump Delays Housing Bill Signing, Leaving US CBDC Ban on Hold
Trump has delayed signing a housing bill that includes a temporary ban on the Federal Reserve creating a CBDC. The bill also protects certain dollar-backed stablecoins from being treated like a central bank digital currency. The move could raise questions about whether other crypto legislation, including the CLARITY Act, may also face delays.
Fed’s Kashkari calls crypto “useless,” dismisses stablecoin pitch as “word salad”
Kashkari says crypto hasn’t shown meaningful utility after a decade, while AI is already widely used. He also challenges stablecoin narratives, arguing they don’t offer clear advantages over existing payment apps and still face costly off-ramp friction in remittances.
Trump expected to tap Kevin Warsh as Fed chair, signaling a more hawkish turn
Kevin Warsh is expected to be nominated as the next Fed chair, replacing Jerome Powell. Markets are already pricing in a more hawkish policy shift, while Warsh’s past remarks on Bitcoin stand out for framing crypto as a potential check on fiscal excess.
Crypto Funds Post Weekly Outflows as Macro Sentiment Turns
Crypto funds saw $454 million in outflows last week as fading hopes for a March Fed rate cut cooled investor risk appetite. Bitcoin absorbed most of the selling, while select altcoins and European funds continued to attract inflows. The data points to caution rather than capitulation, with markets increasingly sensitive to macro policy signals.
Powell probe puts central bank independence in focus, adds new risk premium narrative for Bitcoin
A criminal probe into Fed Chair Jerome Powell is reviving concerns over political influence on monetary policy, adding a new narrative tailwind for Bitcoin’s non-sovereign appeal. While sentiment indicators hint at a potential market bottom, professional traders remain cautious on BTC in the near term, favoring selective exposure elsewhere in crypto markets.
Fed’s split rate outlook for 2026 clouds the next phase of crypto momentum
The Fed’s divided outlook for 2026 signals a slower, more cautious rate-cut cycle, creating uncertainty for crypto markets. While some analysts still expect multiple cuts, others warn inflation risks could limit easing, keeping Bitcoin and risk assets sensitive to every policy shift.
Bitcoin Slips in October but Enters November — Its Historically Strongest Month for Gains
Bitcoin enters November — historically its strongest month with an average 42% gain since 2013 — amid supportive macro conditions like easing U.S.–China trade tensions, potential Fed rate cuts, and the end of quantitative tightening. However, the ongoing U.S. government shutdown continues to delay ETF approvals and broader crypto regulation, tempering optimism.
Bitcoin Could Face “Deeper Correction” Without a New Catalyst, Analysts Warn
Analysts warn that Bitcoin could face a deeper correction without a new market catalyst, though upcoming Fed rate cuts and strong ETF inflows may provide support. While short-term volatility is likely, long-term outlooks remain bullish, with some predicting $150,000–$250,000 BTC in the coming year.
Bhutan Shifts $107M in Bitcoin as Fed Rate Cut Sparks Whale Activity
Bhutan moved $107 million in Bitcoin just as the Fed announced its first 2025 rate cut, prompting renewed whale activity and short-term volatility warnings. Analysts expect BTC consolidation in the near term, with Ethereum and Solana potentially outperforming before Bitcoin targets higher levels later this year.
End of the “Easy Money” Era for Crypto Treasuries Could Signal a Stronger Market Ahead
Coinbase researchers say the era of “easy money” for crypto treasuries has ended, pushing firms into a competitive phase that could ultimately strengthen markets. They downplayed seasonal myths like the “September effect” and predicted Fed rate cuts would give crypto “room to run” into Q4.
Tokenized real-world assets see major momentum while Fed readies DeFi, payments discussions.
Ondo Finance, in partnership with Chainlink, has launched its Ondo Global Markets platform, bringing over 100 tokenized U.S. stocks and ETFs onchain. The platform, live on Ethereum, is currently available to non-U.S. investors and is being promoted as “Wall Street 2.0.”
Fed rate cut may power crypto markets in Q4, according to Crypto.com CEO.
Crypto.com partnered with Trump Media, owner of Truth Social, to launch a treasury strategy for its native token Cronos (CRO). The token jumped nearly 150% to $0.38 on the news but later eased back to $0.27, far below its 2021 peak.