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Callistemon
Beyond gold and $BTC ,the rest of the tape reacted too.
2Y yield jumped 8bp to 4.31%, Sept hike odds up to 55.7% from ~35% a day prior. Dollar strength case just got stronger.
Stocks shrugged it off though. Nasdaq +0.5%, S&P +0.3%. Risk-on equities fine, real assets (gold, BTC) taking the hit instead.
Yields up, dollar bid, stocks calm, hard assets pressured. That's the actual split today, not just "hawkish, sell everything."
Instantaneu realizat la 29 aug. 2026, 03:48
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