8 articles
The Fed held at 3.50-3.75% with only one cut projected. Gold crashed 10%, its worst week since 1983. S&P 500 posted its fourth consecutive weekly loss. Trump gave Iran 48 hours to reopen Hormuz. SEC and CFTC classified 16 crypto assets as digital commodities.
Oil crossed $100 as Iran's new supreme leader vowed to keep Hormuz closed. The IEA deployed a record 400M barrel SPR release. Markets shrugged. S&P 500 hit 2026 low. Bitcoin rallied 8.5% with $767M in ETF inflows. BlackRock launched staked ETH ETF.
Iran confirmed Hormuz closure. Oil surged 35.6%, the largest weekly gain since 1983. NFP came in at -92K, the first negative print since the pandemic. BTC hit $74K on a short squeeze before reversing. Kraken got Fed access. 10Y yield hit 4.17% on stagflation fears.
US-Israel launched Operation Epic Fury. Khamenei killed. Strait of Hormuz closed. Oil +13%. Gold $5,300. NVIDIA beat every estimate, lost $260B market cap. PPI +0.5% vs +0.3% forecast. Fear & Greed Index hit 5, lowest ever. BTC ETFs posted first positive week in 5.
Supreme Court ruled 6-3 against IEEPA tariffs. Trump pivoted to Section 122 at 15%. GDP Q4 at 1.4% vs 2.8% expected. Core PCE reaccelerated to 3.0%. BTC ETFs bled $3.8B in 5 weeks. Gold broke $5,100. Oil hit 6-month highs on Iran tensions.
CPI dropped to 2.4%, the lowest since May 2025. BLS revised 2025 job creation from 584K to 181K. Big Tech lost $1.35T on AI capex fears. BTC stabilized near $68,600. Gold held above $5,000.
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.
Gold crashed from record highs. Silver saw its worst day since 1980. Bitcoin plunged below $75K. And at the center of it all: a Fed Chair nomination that flipped the script.