Macro News. The context behind every move.
Fed decisions, inflation, interest rates, dollar and bonds — and their direct impact on crypto markets. Global macro, filtered for serious investors.
Get The Hafid Brief — Free →Fed decisions are the single biggest macro driver for risk assets including crypto. Rate decisions, FOMC minutes, and commentary from Fed officials move Bitcoin and equities simultaneously — often within minutes of release.
Megacap earnings and Fed test stocks with ai trade faltering
Stocks face megacap earnings, a Fed decision and PCE with ai trade faltering. The report cites 163 S&P…
Oct 23, 2026U.S. housing market slumping as pending sales hit record low; Fed mulls more hikes
September data show the housing market slumping, with pending sales at a record low and starts, permits missing,…
Oct 21, 2026
Bitcoin opens week near $82K as stocks rebound and Fed hike odds favor December
Bitcoin opens week near $82K as stocks rebound. FedWatch shows December hikes favored, while Coinbase Premium Index turned…
Oct 19, 2026Hot PPI lifts PCE estimates as economists see risk of another FED hike
A hot ppi print pushed PCE estimates higher as economists warn of hike risk, while futures price lower…
Oct 15, 2026
Fed minutes flag another hike this year, timing undecided
Fed minutes flag another hike this year but give no date; 16 of 18 officials project one as…
Oct 7, 2026CPI and PCE data directly influence Fed policy expectations. When inflation surprises to the upside, rate cut bets get repriced and risk assets — including crypto — sell off. When it cools, the opposite. Tracked here in real time.
XRPN shareholder vote preceded disclosure of XRP inflation bug
XRPN shareholder vote came before an official description of an XRP inflation bug, with the patch landing days…
Oct 13, 2026NY Fed survey: one-year inflation outlook rises to 3.9%, a high since May 2023
NY Fed's survey shows one-year inflation outlook at 3.9%, highest since May 2023, while household spending expectations hit…
Oct 7, 2026
Bitcoin stalls below $86K as PCE methodology changes muddy ‘cooling’ inflation; futures O…
Bitcoin held above $83K after giving back post-PCE gains. BEA’s 3.4% YoY PCE comes with methodology changes; CME…
Oct 1, 2026Core PCE eases to 3.0% as spending jumps; traders push next hike toward December
August core PCE cooled to 3.0% y/y while spending surged and income lagged. BEA methodology changes and a…
Sep 30, 2026US job openings ease as rate and inflation fears rise, leaving a mixed macro backdrop for…
BLS reported August openings at 7.1m while The Conference Board found more consumers expect higher rates and inflation.…
Sep 29, 2026The rate environment determines the cost of capital globally. Higher rates pressure speculative assets. Lower rates or a pivot signal often triggers crypto rallies. Rate futures, yield curve movements, and central bank commentary all tracked here.
Dallas Fed’s Lorie Logan Signals Need for Rate Hikes Despite Cooling Inflation
Lorie Logan of the Federal Reserve signals modest rate hikes ahead, citing persistent inflation even as recent US…
Jul 16, 2026
June U.S. CPI Falls 0.4%, Easing Pressure on Fed Rate Hikes
U.S. June CPI fell by 0.4%, potentially lowering the probability of imminent Fed rate hikes. Crypto markets are…
Jul 14, 2026
BOJ Rate Hike Warning Sparks Debate on Bitcoin and Yen Dynamics
BOJ may accelerate rate hikes as the yen declines. Explore how this could affect Bitcoin, given BTC's unusual…
Jul 9, 2026
Fed June 2026 Minutes Expose Deep Division Over Rate Trajectory
Fed minutes from June 2026 reveal officials divided on interest rate direction. Chairman Kevin Warsh emphasizes data-driven decisions…
Jul 8, 2026Fed’s Neel Kashkari Shifts to Projecting Rate Hike in 2026 on Inflation, Middle East Risks
Fed’s Neel Kashkari foresees a possible rate hike in 2026, citing persistent inflation, energy price shocks, and Middle…
Jun 26, 2026DXY strength typically correlates inversely with Bitcoin. Treasury yields set the baseline for all risk pricing. Dollar strength, yield movements, and bond market signals are leading indicators for crypto direction.
Bloomberg: U.S. weighing public–private push to spread dollar stablecoins abroad
Bloomberg reports the U.S. is considering joint ventures with private firms to promote dollar stablecoins overseas, aiming to…
Sep 24, 2026
Strategy Raises $333.7M: Adds $150M to USD Reserve, Leaves Bitcoin Treasury Unchanged
Strategy raised $333.7M via equity, adding $150M to its USD reserve and repurchasing $132.2M in STRC. Bitcoin holdings…
Aug 17, 2026
Coinbase Brings Perpetual Futures Onshore as CFTC-CME Clash Threatens Framework
US perpetual crypto futures launch on Coinbase, enabled by recent CFTC policy, bring leveraged trading onshore. Ongoing CME…
Jul 26, 2026
PIMCO’s ZROZ falls to all‑time low as long‑dated Treasury STRIPS sell off
PIMCO’s ZROZ fell to an all-time low at $53.73. Protos reports the ETF is down 16% YTD and…
Sep 30, 2026Bitcoin’s post-PCE pop above $85k fades as BEA revisions complicate the read
Bitcoin’s jump above $85k on the August PCE release faded below $84k. The BEA printed 0.3%/0.2% m/m (headline/core)…
Sep 30, 2026
Bitcoin holds $82.5K support as U.S. long-end yields hit multi-decade highs
BTC rebounded toward $84K while holding above $82.5K, a level Rekt Capital calls trend-defining. This came as 30-year…
Sep 29, 2026Gold and oil are key macro barometers. Gold signals inflation hedging and risk-off sentiment. Oil moves drive CPI expectations. Both assets increasingly move in correlation with Bitcoin during macro stress events.
Japan’s ‘Invest Locally’ Push Promises Long-Term Bitcoin Tailwinds, With Market Risks
Japan’s 'invest locally' push—steered by the GPIF—is set to boost bitcoin demand as savers seek limited-supply assets. Reallocation…
Jul 10, 2026
Crypto Firms Pause IPO Plans as AI-Fueled U.S. Listings Surge
Crypto IPO delays continue in 2026 as Payward, Ledger, and Grayscale pause listings, even as U.S. IPO volumes…
Jun 26, 2026Bitcoin clears $86.5k as risk appetite broadens; prediction markets price ~50% odds of $9…
Bitcoin cleared $86.5k with breadth—97/100 coins green—while Myriad prediction markets price ~50% odds of $90k this month. Key…
Sep 22, 2026Coinbase and Circle Renew USDC Revenue-Sharing Amid Regulatory and Macro Tests
Coinbase and Circle renew their USDC revenue-sharing agreement, while FOMC minutes, EU crypto regulation deadlines, and key macro…
Aug 17, 2026Bitcoin Reclaims $65K as Oil Slides and Ethereum Outperforms on Macro Risk-On Move
Bitcoin price surges past $65,000, aided by easing U.S.-Iran tensions and a sharp drop in oil. Ethereum outperforms,…
Jul 27, 2026Central Bank Digital Currency development is accelerating globally. CBDC launches, pilots and policy debates have direct implications for crypto regulation, stablecoin markets and the future of monetary infrastructure.
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