#interest-rates News & Analysis

Bitcoin demand falters as 'real' interest rates surge

Bitcoin Short-Term Holders Capitulate As 22K BTC Flow To Exchanges

How a war in the Middle East is hiking your mortgage rate in America

The 30-year fixed mortgage rate in the United States has risen to 6.43%, reaching its highest level since October of the previous year. This increase is attributed to ongoing conflict in the Middle East, demonstrating how geopolitical tensions can impact domestic financial markets.

David Bailey: The Fed’s interest rates remain stable, rising commodity prices act as a tax on consumers, and Bitcoin shows signs of potential growth amidst geopolitical risks | Galaxy Brains

Francine Lacqua: The impact of central bank policies on global markets, why inflation is reshaping investment strategies, and the future of interest rates | Odd Lots

Gold sees biggest weekly fall in 43 years as Iran war rages on

Decisions taken by the Governing Council of the ECB (in addition to decisions setting interest rates)

Bitcoin slips to $70,000 as oil surge, Fed pause weigh on risk assets

Circle is up 100% in a month: Why this boring stablecoin stock is suddenly the hottest trade in crypto

Circle's stock has surged 100% in one month, driven by growing demand for USDC stablecoin, favorable interest rate conditions, and rapid expansion in tokenized assets. The stablecoin issuer is benefiting from broader market trends despite being considered a 'boring' traditional crypto play.

Will Bitcoin price reclaim $75,000 ahead of Fed rate decision?

Bitcoin price surged to a 5-week high of $74,157 on Monday, driven by institutional and whale accumulation. The rally positions Bitcoin close to the psychological $75,000 resistance level ahead of the Federal Reserve's upcoming interest rate decision.

Goldman Sachs pushes Fed rate cut projection to September — what next for the crypto market?

February 2026 CPI Data Preview: Inflation Outlook Ahead of Wednesday’s Release

February 2026 CPI data will be released March 11 with economists forecasting 2.4% inflation. Rising oil prices from Iran conflict tensions and weak employment data may influence Federal Reserve interest rate decisions.

Analysts lift Circle’s price target as oil spike and rate outlook buoy stablecoin trade

Mizuho analysts raised Circle's price target, citing that changing Federal Reserve expectations may have a greater impact on the company's valuation multiple than on its near-term revenue prospects. The analysis suggests oil price spikes and evolving interest rate outlooks are supporting stablecoin trading activity.

Bitcoin treads water as war risk rises and rate cuts look distant: analysts

Bitcoin is trading defensively in the mid-$60,000s as traders weigh geopolitical tensions from Iran-related war risks against continuing interest rate pressures. The cryptocurrency remains in a cautious trading pattern amid these competing macro factors.

Here's how bitcoin's price rise could be fueled by job-stealing AI software

NYDIG Research suggests Bitcoin's price movements will be driven more by AI's impact on economic fundamentals than technological factors. The analysis focuses on how AI adoption affects employment, growth rates, real interest rates, and central bank monetary policies.

The Stablecoin Interest Crackdown

The article discusses regulatory pressures on stablecoin issuers regarding interest distribution and the competitive dynamics between digital dollars and traditional bank deposits. It explores the ongoing debate over who should receive the risk-free rate earned on stablecoin reserves.

US oil prices fall below $72 per barrel for the first time since March 3

Bank of Korea signals need for higher rates amid housing risks

Bank of Israel reports 19% rise in mortgage demand amid housing market slowdown

The Bank of Israel reports a 19% increase in mortgage demand despite a broader housing market slowdown, signaling potential consumer confidence but creating risk if interest rate cuts don't materialize quickly. This divergence between demand and market performance suggests mixed economic signals that could impact both residential real estate and broader financial markets.

ECB’s Kocher warns inflation will persist due to Iran deal fallout

Federal Reserve faces pressure to act on inflation, says former Dallas Fed president Kaplan

Federal Reserve may raise interest rates in September, says Goldman Sachs’ Rob Kaplan

Federal Reserve holds interest rates steady, launches sweeping policy review under new Chair Warsh

Bank of England expected to hold interest rates at 3.75% as inflation stays stubbornly above target

Bank of Japan watchers expect another interest rate hike by year-end