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Tag: crypto

15 articles

Week in Markets W21 cover - CPI 3.8%, PPI 6%, 30-year tops 5%, Warsh confirmed Fed Chair, BTC tests 200-DMA, ETFs lose $1B
Week in Markets

Week in Markets: CPI 3.8%, PPI 6%, 30-Year Tops 5%, Warsh Confirmed 54-45, BTC Tests 200-DMA, ETFs Lose $1B

April CPI hit 3.8% YoY (highest since May 2023) and PPI surged to 6.0% YoY, the largest monthly producer-price gain since March 2022. The 30-year Treasury crossed 5% for the first time since May 2025. The Senate confirmed Kevin Warsh as the 17th Fed Chair 54-45, the closest in modern history. Trump-Xi summit thin on tariffs, delivered Boeing 200-jet letter of intent. Iran ceasefire collapsed, Brent reclaimed $108 (+8%). Bitcoin tested 200-DMA at $82,028 and was rejected for the second consecutive week, closed Friday $80,832. Spot BTC ETFs lost $1.0B ending a six-week positive streak. Solana diverged +13-15% on Alpenglow upgrade. CLARITY Act cleared Senate Banking 15-9.

Week in Markets W20 cover - Brent crashes 14% on Iran MOU scoop, S&P at record, Nasdaq breaks 26k, AMD data center +57%
Week in Markets

Week in Markets: Brent Crashes 14% on Iran MOU Scoop, S&P at Record, Nasdaq Breaks 26k, AMD Data Center +57%

Brent crude collapsed from $116 to $101 in three trading sessions on Trump's Project Freedom pause and the Axios scoop of a one-page MOU with Iran. The S&P 500 closed at a fresh record 7,398.93, the sixth consecutive weekly gain. Nasdaq broke 26,000 for the first time at 26,247.08. April NFP printed +115K against +55-60K consensus. AMD reported Q1 data center revenue +57% YoY to $5.8B. Bitcoin tested the 200-DMA at $82,228 and failed, closing $79,743 (+1.98%). Spot BTC ETF flows V-shape: $999M+ in early week, $414M out Thursday-Friday, 7-day net still +$1.48B.

Week in Markets W19 cover - Brent prints $126, Fed holds with 4 dissents, S&P at fresh record, Mag-7 raises AI capex by $25B
Week in Markets

Week in Markets: Brent at $126, S&P at Record, Fed Holds With 4 Dissents, Mag-7 Raises AI Capex

Brent printed $126.41 intraday Thursday, the highest in four years. The Fed held with 4 dissents, the most since October 1992. Q1 GDP missed at 2.0% with PCE deflator at 4.5%, a textbook stagflation print. Apple delivered $111.2B revenue and $100B buyback. Alphabet GCP +63%, AWS +28%. The Mag-7 raised 2026 capex by $25B in a single week. S&P at fresh record 7,230, Nasdaq broke 25,000. Bitcoin tested $80k, failed, closed flat at $78,292. ETF flows turned net negative for the first time in 3 months.

Week in Markets W18 cover - Brent at $105, S&P at records, Intel best day since 1987, Warsh kills the cut path
Week in Markets

Week in Markets: Brent at $105, S&P at Records, Intel's Best Day Since 1987, Warsh Kills the Cut Path

Brent crude closed +16% on the week at $105.33, the largest weekly move in years. S&P and Nasdaq closed at fresh records. Intel had its best day since 1987 (+24% Friday). Iran seized two tankers in Hormuz, Trump ordered "shoot and kill" on Iranian boats, and Pakistan talks collapsed. Warsh testimony killed the Fed cut path. Bitcoin closed +5.8% but rejected $80K despite $2.1B in 8-day ETF inflows and Strategy's $2.54B buy.

Week in Markets W07 - BTC crashes to 60K, GOLD recovers, AMZN drops 12%
Week in Markets

Week in Markets: The Week Crypto Broke

Bitcoin crashed to $60K in the worst drop since FTX. $2.6B liquidated. Fear & Greed hit 9. Gold recovered while crypto bled. AI capex shock from GOOGL and AMZN totaled $375B.