According to The Kobeissi Letter, the US 30-year Treasury yield has climbed back to 5%, while mortgage rates have surged above 7%. Despite recent trade deals, weaker inflation data, and ongoing economic uncertainty, yields remain elevated and show no signs of retreat. The inability of positive headlines to suppress yields indicates persistent risk-off sentiment in traditional markets. For cryptocurrency traders, rising yields and higher borrowing costs may drive increased interest in alternative assets like Bitcoin and Ethereum, as investors seek returns outside traditional finance. Source: The Kobeissi Letter on Twitter.

According to The Kobeissi Letter, US Treasury yields have continued to rise, reaching levels not seen since President Trump paused tariffs for 90 days during previous trade tensions (source: Kobeissi Letter, May 14, 2025). Despite the recent completion of trade deals, yields remain elevated, signaling persistent inflation fears and tighter monetary conditions. For crypto traders, higher yields typically signal reduced risk appetite for digital assets, potentially increasing volatility and leading to short-term downward pressure on Bitcoin and altcoins as capital flows into safer US government bonds.

According to The Kobeissi Letter, the US 10-year Treasury yield has climbed 35 basis points in May 2025, reaching 4.50% despite ongoing efforts to stabilize the bond market. Recent trade deal announcements are causing traders to price out potential Fed rate cuts, providing Federal Reserve Chair Powell with more justification to maintain current rates. This upward movement in yields signals tighter financial conditions, which historically puts downward pressure on crypto asset prices as investors rotate into safer yield-generating instruments. Market participants should closely monitor bond yields and Fed policy shifts for their direct influence on crypto market volatility (Source: The Kobeissi Letter, Twitter, May 13, 2025).

According to The Kobeissi Letter, President Trump continues to face challenges as the Federal Reserve resists lowering interest rates, despite his administration's desire for a more accommodative policy. While new trade deals are being announced, bond yields remain on an upward trend, signaling ongoing market concerns about inflation and economic stability (Source: The Kobeissi Letter, May 8, 2025). For crypto traders, persistently high yields and steady Fed policy may limit fresh inflows into risk assets like Bitcoin and Ethereum, as traditional investors favor safer fixed-income returns.

According to Skew Δ, traders and investors should prepare for increased demand for safe havens amidst the volatility and uncertainty expected in H2 2025. The emphasis is on seizing opportunities with clear trade deals and well-defined terms. This period could be particularly favorable for those ready to act quickly under improved guidance and conditions.

According to @KobeissiLetter, the S&P 500 has lost $2.5 trillion since April 9th, highlighting the market's sensitivity to the stalled trade negotiations and tariff discussions. Japan's stance of not conceding further in US tariff talks adds to the uncertainty. Traders should monitor these developments closely as they could impact market volatility and investment strategies.

According to The Kobeissi Letter, the S&P 500 index has experienced a significant decline, losing $2.5 trillion since its peak on April 9th, primarily due to uncertainties surrounding trade deals and tariffs. The pause in tariffs that was expected to ease market tensions has not resulted in the anticipated trade deals, leading to market unease. Japan's firm stance against further concessions in US tariff discussions adds to the volatility. Traders are advised to closely monitor these developments as they have significant implications for market movements and investment strategies.

According to The Kobeissi Letter, the S&P 500 is nearing 5100, a level not seen since the tariff pause on April 9th, while the Dow has plummeted 1,200 points. This significant market downturn suggests traders are pricing out the likelihood of successful trade deals, indicating potential volatility and bearish sentiment in the market.

According to The Kobeissi Letter, the S&P 500 is falling toward 5100, a level not seen since April 9th, coinciding with a significant 1,200 point drop in the Dow Jones. This movement suggests that markets are adjusting expectations regarding trade deals due to ongoing tariff concerns. Investors should watch for potential impacts on equities and consider hedging strategies amid this volatility.

According to @KobeissiLetter, the S&P 500 has suffered a significant loss of $2.5 trillion since the high on April 9th, largely due to the lingering uncertainty surrounding US-Japan trade negotiations. The talks have stalled as Japan declares they won't continue conceding, impacting market stability. Traders are closely monitoring these developments as they could lead to volatility in the stock market.

According to The Kobeissi Letter, there is speculation about whether President Trump will negotiate new trade deals, similar to previous agreements with Canada and Mexico, as the administration considers tariffs on EU allies. The analysis suggests that these tariffs might be strategic posturing rather than firm policy commitments.