Waller confirmed a hawkish stance with interest rate hikes, and the market chose to believe in the Federal Reserve's determination to control inflation, leading to a decline in U.S. Treasury yields.

Distribution, credit, settlement, and data have almost simultaneously been integrated, allowing RWA for the first time to meet the conditions of becoming a true market infrastructure. Meanwhile, U.S. Treasuries, as the largest and most standardized underlying asset, are being redefined.

It entered, but not completely.

Goldman Sachs and Macquarie almost simultaneously revised their views on the Federal Reserve's path: after an FOMC meeting with a vote of 16 in favor, 2 against, and no dissent on the rate hike, as well as a clearly hawkish speech from the chairman, Goldman Sachs abandoned its mild scenario of a "pause after a rate hike in September" and instead predicted another 25 basis points increase in October; Macquarie went further, tightening...

Today, let's first look at the employment and real estate data in the United States.

In a world where inflation is stubborn, the economy is not weak, and the chairman of the Federal Reserve refuses to provide forward guidance, every FOMC meeting could change the pricing anchor.

The semiconductor total addressable market has doubled in four years, and wafer fab equipment spending has been adjusted upwards. Bank of America believes that AI-driven demand has not yet peaked.

Japanese yen, oil prices, and 10-year U.S. Treasury bonds, Vincent Deluard's three knights are back.

Although the closing fell back to around 4.947%, the pattern of holding below 5% that had persisted for nearly three years since October 2023 has been broken for the first time.

Tonight, the Federal Reserve's interest rate decision and dot plot will be released.

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The ten-year U.S. Treasury yield has surpassed 5%, increasing the probability of interest rate cuts? Is Bitcoin returning to a bull market?

The 10-year U.S. Treasury yield has surged to 5%.