Bond Futures Rally Fuels Bets on July Fed Rate Hike

Fed Holds Rates Steady, Dimming Hopes for 2026 Cuts

Bank of Canada Holds Key Rate Steady at 2.25% Amid Economic Weakness

Fed Signals Rate Hold Through 2026 as Inflation Persists

ECB Pandemic Bond Holdings Drop to €1.33 Trillion, Raising Borrowing Cost Concerns

Bitcoin

This report signals that prolonged geopolitical conflict is structurally increasing the US fiscal burden, which historically leads to either higher real rates (bearish for crypto) or eventual monetary accommodation (bullish for hard assets). The market is currently pricing the former, as seen in the 7-day BTC decline of -3.61% and low volume. However, if the conflict persists, the latter scenario becomes more likely as the Fed may be forced to cap yields, weakening the dollar.

Report indicates that the Iran war could add billions of dollars in interest payments to US debt, with government borrowing costs reaching their highest levels since 2007 after three months of conflict.

US Borrowing Costs Hit 2007 Highs as Iran War Stretches Into Third Month

Rising US debt costs from Iran war will accelerate Bitcoin adoption as a hedge against sovereign credit risk, not hurt it.

AI Capital Demands, Public Debt, and Oil Prices Push Global Interest Rates Higher

US 10-Year Yield Hits 4.5%, Piling Pressure on Bitcoin and Stocks

Morgan Stanley Warns AI Investment Could Fuel Inflation, Raise Borrowing Costs

Bond Yields Surge: Higher Borrowing Costs Loom for Governments, Companies, and Households

Hut 8 Swaps $200M Bitcoin-Backed Loan to Cut Borrowing Costs