The old #macro #playbook is breaking. #FedCuts are coming, but yields are not cooling and the dollar isn’t fading. Ten-year stays glued above 4, up 50bps since the first cut. Bond supply worries, sticky inflation, and fresh BOJ hike expectations are keeping global yields elevated. Even the dollar index has stopped reacting to dovish signals and keeps defending the 100 zone.
This is the market telling you one thing: likuiditas belum berkembang. The usual “pemotongan suku bunga = risiko tinggi” trade isn’t playing out the same way. $BTC still needs real easing, not just expectations. Stay sharp and track yields.
This is the market telling you one thing: likuiditas belum berkembang. The usual “pemotongan suku bunga = risiko tinggi” trade isn’t playing out the same way. $BTC still needs real easing, not just expectations. Stay sharp and track yields.