Waller reversed his stance and rate hike odds have risen

Chris Waller’s campaign for Fed Chair is increasingly looking like it was a blatant effort to tell Trump what he wanted to hear. Around this time last year, as he entered the race, the Fed Governor began to float dovish talking points before swinging towards a fully dovish position. He repeatedly highlighed that inflation would come down after tariffs,…

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Positioning signals recovery optionality – BNY

BNY’s Geoff Yu highlights that Emerging Markets (EM) equity positioning is heavily skewed toward South Korea and Taiwan, with the rest of EM seeing historically low allocations. China’s weakness and poor EM data have already driven valuations to price in disinflation and weak growth. Yu argues that adding EM exposure ahead of any recovery offers a more attractive risk‑reward…

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If I Invest $100 in Bitcoin Today: How Much Will It Be Worth in 2030?

2026.07.13 2026.07.13 If I Invest $100 in Bitcoin Today: How Much Will It Be Worth in 2030? Sevastian Abakumetshttps://www.litefinance.org/blog/authors/sevastian-abacumez/ Anyone can start investing $100 in Bitcoin today. Some may think they’ve missed their chance, but they haven’t. Bitcoin continues to grow and shows significant price fluctuations, making it attractive even for margin trading. So, is BTC a good investment…

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Strait of Hormuz risks reshape macro mix – BNY

BNY’s Geoff Yu notes that renewed U.S.-Iran tensions have lifted Brent and WTI, with markets reassessing energy supply risks and broader risk sentiment. Yu stresses that the Strait of Hormuz is now the key macro channel, as sustained Oil pressure could complicate central bank responses by combining sticky inflation, weaker consumption and reduced policy flexibility in coming months. Energy…

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Yen Finds Support as Japan Signals Pension Pivot. Forecast as of 13.07.2026

2026.07.13 2026.07.13 Yen Finds Support as Japan Signals Pension Pivot. Forecast as of 13.07.2026 Dmitri Demidenkohttps://www.litefinance.org/blog/authors/dmitri-demidenko/ When the old playbook stops working, it’s time to write a new one. The Japanese government appears to have concluded that the most effective way to support the yen is to reignite investors’ fears of capital repatriation. Let’s examine the latest developments and…

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Gold pares intraday losses, stays below $4,100 on hawkish Fed bets

Gold (XAU/USD) trims a part of its intraday losses during the first half of the European session on Monday, though it retains the negative bias for the second straight day and remains below the $4,100 mark. The US Dollar (USD) attracts some intraday sellers and supports the bullion. Any meaningful upside, however, still seems elusive amid a bearish fundamental…

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