Core Insights - Treasury yields have decreased, indicating a potential shift in investor sentiment towards safer assets [1] - The US dollar has weakened, which may impact international trade and investment flows [1] Group 1: Treasury Yields - Treasury yields have inched lower, reflecting a decline in borrowing costs and potentially signaling a more cautious economic outlook [1] - The decrease in yields may attract investors seeking lower-risk investments, impacting the overall bond market [1] Group 2: US Dollar - The weakening of the US dollar could lead to increased costs for imports and affect inflation rates [1] - A weaker dollar may benefit US exporters by making their goods cheaper for foreign buyers, potentially boosting export activity [1]

The average 30-year home loan rate has fallen below 6%, which is the lowest level since September 2025. Earlier, Lower payments can help many buyers who were waiting to return to the housing market. The main reason rates fell is because U.S. Treasury yields dropped as markets expect slower growth and lower inflation, as reported by InvestingLive. Why mortgage rates are fallingEven with lower rates, the housing market may not boom because home supply is still limited and prices remain high. However, crossin ...

Core Viewpoint - U.S. Treasury yields remained stable as investors reacted to President Trump's new tariffs following a Supreme Court ruling that invalidated a significant portion of his previous tariffs [2][4] Group 1: Treasury Yields - The 10-year Treasury yield was down less than 1 basis point to 4.076% [1] - The 30-year Treasury bond yield also decreased by less than 1 basis point to 4.72% [1] - The 2-year Treasury note yield remained nearly flat at 3.47% [1] Group 2: Tariff Developments - The Supreme Court ruled 6-3 that President Trump improperly used the International Emergency Economic Powers Act to enforce tariffs, stating the law does not authorize such actions [2] - In response, Trump announced an increase in global tariffs from 10% to 15%, effective immediately, with additional levies to follow [3] - Investors are closely monitoring the evolving tariff situation [2] Group 3: Economic Data - Investors are awaiting economic data releases, including durable goods orders and factory orders on Monday, and the producer price index on Friday [4]

Nasdaq Snaps 4-Session Losing StreakCONCLUDED[Nasdaq Ends Higher to Snap a 4-Session Losing Streak]Last Updated:---1 hour ago# Nasdaq Snaps 4-Session Losing StreakBy[Connor Smith]The Nasdaq Composite climbed out of an early hole on Tuesday to snap a four-session losing streak.The tech-heavy index ticked 0.1% higher. The S&P 500 gained 0.1%. The Dow Jones Industrial Average rose 32 points, or 0.1%.The yield on the 2-year Treasury note rose to 3.44%, while the 10-year yield was down to 4.05%. ...

Treasury yields declined following softer-than-expected U.S. consumer price index gains and ahead of a shortened week featuring the Fed’s preferred inflation gauge. https://t.co/faSoFevApI ...

Core Insights - US Spot Bitcoin and Ethereum ETFs are experiencing significant outflows as investors shift capital towards international equities, with only two weeks of positive inflows recorded in 2026 [1][2] - Total assets in US Bitcoin ETFs have decreased from approximately $115 billion to around $83 billion, while Ethereum ETFs have seen a decline from about $18 billion to near $11 billion, indicating a clear trend of capital leaving the crypto asset class [2] - International equity ETFs have recorded their strongest inflows in years, with January seeing record allocations into global ex-US funds, which absorbed roughly one-third of total ETF inflows [3] Market Dynamics - The increase in US Treasury yields, driven by stronger jobs data, has made bonds more attractive compared to risk assets like Bitcoin and Ethereum, contributing to a structural headwind for these cryptocurrencies [4] - The shift in capital from crowded US growth trades, including crypto, to cheaper overseas markets is indicative of a major rotation among institutional investors [3] - The current outflows from crypto ETFs are reversing the previous demand dynamics, where ETFs acted as a source of demand, now functioning as distribution channels [7] Future Outlook - While the long-term thesis for cryptocurrencies remains intact, the short-term liquidity environment is weakened due to ongoing ETF outflows [8] - Continued capital rotation and challenging macro conditions may persist, potentially exerting further pressure on Bitcoin, Ethereum, and the broader crypto market [9]

Core Viewpoint - U.S. Treasury yields have decreased as investors adopt a cautious stance regarding the U.S. economic outlook, despite the release of strong labor data [1] Group 1: Treasury Yields and Economic Outlook - Treasury yields fell during European trading, indicating a preference for caution among investors [1] - The market is focused on the upcoming inflation data release, with expectations that an upside surprise could lead to higher yields and a stronger dollar [1] - If inflation data aligns with expectations, the dollar may remain stable, as investors are closely monitoring the Federal Reserve's leadership dynamics and their implications for policy in 2026 [1]

Mortgage rates could move sooner than many homebuyers expect but not because of interest-rate cuts — rather because of how the Federal Reserve manages itsbalance sheet. Federal Reserve Governor Stephen Miran said Feb. 10 that the central bank’s $6.6 trillion balance sheet needs to be smaller to reduce its footprint in financial markets and give monetary policymakers options in the event of a future economic crisis. It could also result in lower mortgage rates for the stagnated U.S. housing market. The R ...

Group 1 - The 10-year Treasury yield decreased slightly as investors awaited December retail sales data, which is expected to rise by 0.4% month-on-month compared to 0.6% in November [2] - The market is anticipating a backlog of economic data due to a partial U.S. government shutdown, including the January nonfarm payrolls report and consumer price data, with inflation forecasted to cool to 2.5% [3] - Developments in China are being monitored, particularly regarding reports that authorities have advised banks to reduce their exposure to U.S. Treasurys due to concerns over concentration risk and volatility [4]

I think Kevin Walsh is an incredibly strong intellectual candidate. He has very strong views on the role of the Federal Reserve. So I think he believes in a narrow central bank, a central bank that will have a much smaller balance sheet, a central bank that should stick purely to interest rates and not opine on other things such as climate denial.And also, you know, sort of the shift in its mandate to include in inclusive employment. So I would say he is a very sort of orthodox figure from his past sort of ...