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Liquid Capital Founder Yili Hua said that the market is divided over the midterm elections, U.S. Treasury yields, and the AI bubble, believing that AI real demand supports the view that it has not yet formed a major bubble.
BlockBeats, citing Bitunix analysis, stated that high U.S. Treasury yields, high mortgage rates, and energy costs are forcing the Federal Reserve to balance inflation against growth; the United States and Canada are negotiating to reduce certain steel and automobile tariffs.
Cointime Summary states that Indonesia's IDX Composite plunged 11.57%and triggered a circuit breaker, while 10-year U.S. Treasury yields rose to 5.075%. It also lists the Federal Reserve blackout period, U.S. fiscal data, and performance in crude oil, gold, and the Chinese, Japanese, and South Korean markets.
United Overseas Bank strategist says the USD index's upward momentum is weakening, with consolidation or a mild decline possible ahead; investment strategist says the breakout in US Treasury yields 5%is not historically abnormal.
Market analysis states that 2022 October the S&P 500 index rose by 117%, mainly driven by AI-related large technology stocks. The equal-weight index lagged significantly, while rising Treasury yields have drawn attention to concentration and valuation pressure.
CoinShares Head of Research says the recent slowdown in digital asset fund inflows is more likely due to uncertainty than weakening fundamentals; rising U.S. long-term Treasury yields suggest bond markets may be more important than the Fed.
Nick Timiraos said Jefferson hinted that Fed officials may need more time to assess the data, economic outlook, and balance of risks before deciding whether to raise rates again.
PANews cited CoinDesk as saying that after U.S.August PCE data came in below expectations,BTC rose briefly to 85,500 USD, before retreating to approximately 83,700 USD. The report identified elevated Treasury yields as the key factor preventing risk appetite from continuing.
U.S.September ADP employment was 90000 people, higher than the expected 70000 people, versus a previous reading of 38000 people; the report stated that U.S. Treasury yields rose slightly.
The Telegram channel PANews forwarded an article, stating that AI Agent the AI Agent boom and U.S. Treasury yields are intensifying divergence in the performance of U.S. equities and discussing subsequent catalysts for a breakout. The article does not provide the original sources for the relevant data.
PANews’ morning brief says that stronger U.S. PMI heightened rate-hike expectations, U.S. stocks fell, U.S. Treasury yields and oil prices rose, and AI agents affected online intermediary platforms.