🇺🇸 LATEST: Arthur Hayes argues US banks adopting stablecoins can provide $6.8 trillion of buying power for US Treasuries.He sees this as "debt monetization dressed in Ethereum drag" and advises to go long Bitcoin. https://t.co/xeSJnXclVf ...

South Korea’s $206.5 billion sovereign wealth fund is standing by US Treasuries as a core holding, undeterred by recent market volatility https://t.co/jIeRrwdi9r ...

A slew of analyst initiations on Circle today as mostly are bullish of many raising some concerns over its valuation. Remember, it's up 500% from its IPO earlier this month. But my next guest is in the bull camp.He initiated with a 230 price target. It's $50 higher from here. Says it's a mustold for investors.Let's bring in Bernstein's Gotham Chagani. I don't know Gotham if you caught that Vlad Tenn interview we just had either because this all kind of goes back to the future of the crypto ecosystem. Welcom ...

US Treasuries fall, trimming their weekly advance https://t.co/ba8XjsotCe ...

All right. Well, even with the bid for treasuries and the US dollar today, Bank of America's new global fund manager survey sees falling demand for US assets, it also finds investors are more underweight the dollar than they've been in two decades. Our next guest sees this as a potential game-changing moment for the greenback.Peter Bookar is the chief investment officer at Blekeley Financial Group. He's also a CNBC contributor. Peter, great to have you with us.you know, with the dollar with the spade of dol ...

We're back now on closing bell. Joining me now is Alian's chief economic adviser, Muhammad Alian. It's good to see you and thank you so much for being with us.Muhammad, how should our investing audience be thinking about this. Well, first, as you said, Scott, and thanks for having me. Lots of ifs.Having said that, I think there's four clear things in my mind in terms of the economic effects. One, this will accelerate the ongoing slowing of the global economy. Two, it will limit policy flexibility even more, ...

In the last of 15 years, there's been a number of corrections on the 500 and in every single one of them. When the S&P goes down more than 10%, the dollar index, the trade weighted dollar index goes up. This time.The dollar went down when the S&P 500 went down almost 20%. That's that's strange. Things are behaving differently.Usually when the Fed starts cutting interest rates, rates across the yield curve go down. The ten year Treasury almost always goes up immediately following the first Fed rate rate cut, ...