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Connect scattered updates into a story you can understand.
Goldman Sachs adjusted its views on global equities and long-duration bond allocations; UNCTAD lowered its 2026 global growth forecast. The report also summarizes concerns about U.S. inflation, pressure on French sovereign debt, and RLUSD custody developments.
Bitunix believes that rising long-term bond yields have tightened financing conditions and may reduce the need for central banks to continue raising rates; the key factors going forward are inflation, energy prices, and cooling demand.
The summary shows that U.S. stock index futures rose, while gold, silver, and oil prices increased; European bond markets came under pressure, and the market is focused on U.S. inflation data and fiscal deficit risks.
Former Dallas Fed President Robert Kaplan said market pricing for subsequent Federal Reserve rate hikes has exceeded the dot plot guidance; he believes a pause in October may be appropriate, while another hike in December could be reasonable.
Japan's 5-year government bond yield rose 7 basis points to 2.345%, hitting a record high.