Market Briefing
Related markets
Reference news
AI Summary
The Dow dropped 1,153.18 points (2.19%) to 51,594.14 on 29th US time after the FOMC held rates as expected, but Fed Chair Kevin Warsh signaled he would tolerate rising market rates, sending long-dated Treasury yields sharply higher. The move repriced the long end of the curve, pressuring equity valuations across all three major indexes and tightening financial conditions without an actual policy hike. Watch whether 10-year and 30-year UST yields extend the spike, as sustained long-end pressure would weigh on rate-sensitive tech, crypto beta, and broader risk appetite.
As a Market signal, watch whether it changes price action, volatility, or flows around DJI, GSPC, IXIC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
Influencer Threads
The author opens a thread on the March 19, 2023 failure of Credit Suisse, noting the 167-year-old bank that survived two world wars and the 1929 crash collapsed after a comment from its largest shareholder, was acquired by UBS for a fraction of its Friday price, and saw 17 billion dollars of bondholder value wiped out. This is external-link style thread sharing that revisits a historical banking crisis rather than a current market call.
Crypto Wendy O says Jamie Dimon of JPMorgan Chase will be stepping down and claims two potential replacements could be classified as pro-crypto, framing this as a development for the week of June 26, 2026. This is the author's characterization; if accurate, a leadership change toward crypto-friendly candidates at JPMorgan would be the visible implication.
Dalio argues that employee turnover is costly and inefficient given the time it takes for people and organizations to get to know each other, and that both will evolve unpredictably. His view is that companies should hire people they want to share a long-term mission with, since great people will always be useful.
Ram Ahluwalia notes Micron shares jumped 18% in premarket trading after a blowout earnings report showing a 700% revenue surge driven by Nvidia-led DRAM demand, lifting the Nasdaq 2%. He says the key question is whether investors hold the gap or sell into the news, adding that analysts view Micron as a dominant, high-value semiconductor play versus peers.
