Mizuho resalta dos acciones con potencial tras el repunte de los bonos del Tesoro

Mizuho destaca dos REIT con dividendos superiores al 4% que podrían beneficiarse pese al repunte de los bonos del Tesoro.

• Mizuho identifies two single-family rental REITs, American Homes 4 Rent (AMH) and Invitation Homes (INVH), as having potential despite rising Treasury yields.
• These REITs offer attractive dividend yields (above 4%) and are supported by favorable demographics, rising mortgage costs, and potential regulatory tailwinds.
• Despite macroeconomic headwinds, their strong occupancy rates and share buybacks position them favorably for investors seeking income.

Topics: Asset types, Market cycles macro sensitivity, Yield performance, Real assets, Interest rate sensitivity, Treasury bond yields, Private credit high yield

Tags: #mizuho #reits #treasurybonds #dividends #americanhomes4rent #invitationhomes #realestate #interestrates #inflation

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Bitcoin enfrenta una semana decisiva ante la reunión del FOMC

La reunión del FOMC será clave para Bitcoin, mientras el mercado anticipa posibles cambios en las tasas de interés.

• Bitcoin faces a critical week as the FOMC meeting approaches, with a high probability of an interest rate hike impacting its price.
• Geopolitical tensions and rising oil prices are increasing inflationary pressures, potentially leading the Fed to maintain or increase restrictive monetary policy.
• A restrictive Fed stance could lead to increased selling pressure on risk assets like Bitcoin, favoring a correction or a prolonged sideways trend unless it can reclaim key resistance levels.

Topics: Market cycles macro sensitivity, Public debt, Yield performance, Interest rate sensitivity, Tokenized us treasuries, Treasury bond yields

Tags: #bitcoin #fomc #interestrates #federalreserve #inflation #oilprices #geopolitics #treasurybonds #cryptomarket #volatility

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What Bond ETF Investors’ Shifting Tactics Tell Us About the Fed’s Plan for Inflation

US ETF inflows surpassed $179.4 billion in August, with ultrashort bond ETFs accounting for $12.1 billion.

• ETF investors are shifting tactics, favoring short- and long-duration Treasury ETFs while reducing exposure to intermediate-term bonds, signaling expectations of a Fed rate cut.
• Gold and Bitcoin ETFs saw significant inflows in August, with SPDR Gold Shares and iShares Bitcoin Trust experiencing record or near-record monthly gains, indicating a return of investor confidence in these assets.
• Technology ETFs experienced outflows for the second consecutive month, suggesting a faltering confidence in the sector despite strong performance from individual tech stocks like Nvidia and Microsoft.

Topics: Asset types, Market cycles macro sensitivity, Institutional adoption, Financial instruments, Interest rate sensitivity, Asset manager initiatives

Tags: #etfinflows #bondetfs #federalreserve #inflationtarget #interestratecuts #treasurybonds #goldetf #bitcoinetf #techstocks #etfassets

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Them's Fightin' Words

The threat of more financial war... Iran's neighbors want a deal... The market says 'all good'... We're still tapping those oil reserves... Fightin' words from Stanley Druckenmiller... Subsidizing procrastination...

• The US is implementing 'Operation Economic Outcast' with sanctions targeting nations trading with Iran, aiming to pressure its nuclear program, though specific countries and timelines remain unclear.
• Market sentiment is cautiously optimistic due to diplomatic efforts by Iran's neighbors and potential talks between the US and China, leading to a drop in oil futures and bond yields.
• The article highlights concerns about the rapid depletion of the US Strategic Petroleum Reserve (SPR) as a short-term solution to oil supply disruptions, with significant costs associated with refilling it.

Topics: Public debt, Jurisdictions, Legal regulatory, Tokenized us treasuries, Cross jurisdictional policy, Securities law classification

Tags: #iransanctions #stanleydruckenmiller #strategicpetroleumreserve #oilprices #treasurybonds #financialwar #operationeconomicoutcast #marketreaction #usiranconflict #bondyields

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Ray Dalio advierte sobre una crisis de deuda en EE. UU. y sugiere invertir en oro y Bitcoin

Ray Dalio advierte sobre los riesgos de la deuda estadounidense y recomienda diversificar las carteras con oro y una pequeña exposición a Bitcoin.

• Ray Dalio warns of an impending US debt crisis within three years, advising a reduction in exposure to sovereign bonds.
• He recommends diversifying portfolios with 10-15% in gold and a small allocation to Bitcoin as hedges against inflation, currency devaluation, and sovereign debt risks.
• The analysis highlights rising US Treasury yields, Japan's reduced holdings, and significant fiscal deficits as key indicators of this potential crisis, favoring assets independent of government solvency.

Topics: Asset types, Market cycles macro sensitivity, Public debt, Financial instruments, Interest rate sensitivity, Tokenized us treasuries, Global sovereign bond tokenization, Impact monetary policy

Tags: #raydalio #usdebtcrisis #gold #bitcoin #diversification #bridgewaterassociates #treasurybonds #fiscaldeficit #monetarypolicy #inflationhedge

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📊 Tổng giá trị RWA của @StellarOrg là 3 tỷ USD, hãy cùng ph | KuCoin

• Stellar's total RWA value has reached $3 billion, with Spiko.finance's money market funds and overnight swaps accounting for 41.6% of this total.
• FTDA's BENJI products and Ondo's US Dollar Yield are also significant contributors, representing 20% and 17.6% respectively.
• Unlike other networks dominated by US Treasury bonds, Stellar shows a majority of euro-denominated products.

Topics: Asset types, Blockchain usage, Yield performance, Financial instruments, Ethereum evm l 1 s, Treasury bond yields

Tags: #stellar #rwa #spikofinance #ftda #ondo #moneymarketfunds #overnightswaps #usdollaryield #eurodenominatedproducts #treasurybonds

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Fake Money And The Statist Trojan Horse Called The Clarity Act, Part 2

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• Bitcoin and other cryptocurrencies are viewed as speculative digital assets rather than true money, functioning more like digital roulette wheels.
• Stablecoins, like Tether, are described as modern versions of national bank notes, primarily backed by U.S. Treasury securities, creating an efficient distribution channel for government debt.
• The underlying blockchain technology is recognized for its potential to improve banking and brokering functions, particularly in custody and transaction costs.

Topics: Asset types, Blockchain usage, Institutional adoption, Stablecoins digital cash, Ethereum evm l 1 s, Major financial incumbents

Tags: #bitcoin #stablecoins #tether #treasurybonds #tokenization #blockchain #digitalcash #crypto #distributionchannel

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