Inflation
Fed Holds Rates, But Rare Hawkish Dissent Rattles Bitcoin and Stocks
The Federal Reserve held rates steady at 3.50%-3.75% on July 29, 2026, but the decision’s 9-3 vote split—the most hawkish dissent since September 2016—sent Bitcoin and equities tumbling as traders reassessed the path forward for monetary policy. Three regional Fed governors demanded a 25-basis-point hike, signaling that a meaningful faction of policymakers views further tightening...
Fed Holds Rates as Bitcoin Waits on Warsh’s Forward Guidance
The Federal Reserve will announce its interest rate decision at 2 p.m. ET today, with Chairman Kevin Warsh’s press conference to follow at 2:30 p.m., marking a pivotal moment for crypto markets as policymakers grapple with renewed inflation concerns and an increasingly opaque monetary policy outlook. Bitcoin has climbed back above $64,000 in anticipation of...
Bitcoin Spot ETF Outflows Break Week-Long Rally on Inflation Fears
Bitcoin and Ethereum slid lower on Friday as macro headwinds from rising oil prices and new tariff policies pushed inflation expectations higher, triggering a $225 million net outflow from Bitcoin spot ETFs and snapping a week-long inflow streak. The broader cryptocurrency market capitalization fell 1.1% to $2.28 trillion over the past 24 hours, with Bitcoin...
Bitcoin Slumps Below $65K as Trump Tariffs Trigger $162M Liquidations
Bitcoin tumbled below $65,000 on July 24 as the Trump administration implemented sweeping tariffs covering 60 countries and 99 percent of U.S. trade, reigniting inflation concerns and pressuring risk assets across markets. The tariff announcement triggered immediate liquidations totaling $162 million in the crypto space while equities sold off sharply, with the Nasdaq Composite falling...
Bitcoin Holds $65K on Fed Hopes as ETF Inflows Return Ahead of FOMC
Bitcoin has extended its consolidation phase above the $65,000 level, buoyed by cooler inflation data and accelerating regulatory progress, but the market remains laser-focused on the Federal Reserve’s July 28-29 meeting as the decisive catalyst for the next major move. With the Fed now priced at 94% probability of holding rates steady and spot Bitcoin...
Bitcoin Retreats on Oil Spike and Inflation Fears Ahead of Fed Meeting
Bitcoin pulled back sharply overnight as surging oil prices and renewed inflation concerns sparked a broad retreat from risk assets, with the flagship cryptocurrency surrendering Tuesday’s gains to settle near $65,877 by late Wednesday. The pullback reflects a classic risk-off reversal that has left market participants divided between residual bullish momentum and mounting macro headwinds...
Oil Spike Triggers Bitcoin Selloff Below $66K Amid Rate Hike Fears
Bitcoin tumbles below $66,000 as surging oil prices reignite inflation concerns tied to escalating Iran tensions, marking a sharp reversal from the cryptocurrency’s strongest month-long rally. The selloff extends across risk assets as crude oil climbs past $87 per barrel, pushing both Treasury yields and Federal Reserve rate hike odds to fresh cycle highs. Background:...
US CPI, PPI Beat Estimates, Crypto Rallies on Fed Easing Signals
US inflation cooled dramatically in June, with headline CPI falling to 3.5% year-over-year—70 basis points below consensus expectations—while producer prices dropped 5.5%, marking the sharpest disinflation signal in years. The dual surprise triggered an immediate crypto rally, with Bitcoin reclaiming $64,000 and Ethereum surging past $1,880 as markets repriced Federal Reserve policy expectations ahead of...
CPI Miss Lifts Bitcoin as Fed Stays Hawkish on Rate Hikes
US inflation data released on July 14 surprised markets to the downside, with headline CPI landing at 3.5% year-over-year against a 3.8% consensus forecast. However, Federal Reserve Chair Kevin Warsh’s subsequent hawkish testimony kept rate-cut expectations firmly in check, creating a bifurcated market reaction where crypto rallied hard on the inflation miss while fixed-income traders...
IMF Warns Disinflation Stalled as Middle East War Keeps Rates High
The International Monetary Fund delivered a sobering message on July 17, 2026, warning that global disinflation has stalled and that escalating Middle East tensions threaten to keep inflation elevated and interest rates higher for longer than markets have priced. In its July 2026 World Economic Outlook update, the IMF maintained its global growth forecast at...
Crypto Rallies as Fed Rate-Hike Odds Collapse on Soft Inflation Data
U.S. inflation data released over the past 48 hours has dramatically shifted Federal Reserve rate-hike expectations downward, triggering a sharp crypto market rally that pushed Bitcoin above $64,800 and Ethereum to $1,890. The softer-than-expected Producer Price Index on July 16 followed a cooler-than-forecast Consumer Price Index report on July 14, together signaling that monetary tightening...
Bitcoin Ethereum Surge on Softer CPI; On-Chain Weakness Signals Caution
Bitcoin and Ethereum surged sharply on July 15 following softer-than-expected U.S. inflation data, with Ethereum significantly outperforming Bitcoin despite on-chain metrics revealing thin liquidity and weak network participation supporting the rally. The price spike marked the most significant overnight move in recent weeks, but underlying data suggests conviction remains fragile as geopolitical tensions persist. The...