Latest Articles that tagged "Stablecoins"
SoftBank Finds the AI Boom's Financing Limit

SoftBank Finds the AI Boom's Financing Limit
— Margin Notes: 2026-10-20

SoftBank’s credit risk reached a four-year high as data-center company Elice plunged 33% in its debut, putting the financing side of the AI boom on the front page....

Nasdaq Prices a More Selective Recovery

Nasdaq Prices a More Selective Recovery
— Margin Notes: 2026-10-19

Crude oil fell 1.99% to $99.39 and Brent declined 2.40% to $107.30 as supply remained intact despite the fighting. Oil prices gave risk assets a little room to breathe, not because the geopolitical...

Warsh Gives Markets Permission to Be Selective

Warsh Gives Markets Permission to Be Selective
— Margin Notes: 2026-10-16

Kevin Warsh’s comments helped push the US 10-year Treasury yield to 5.07% while the S&P 500 gained 0.33% and the Nasdaq rose 0.08%. The important change was not a promise of easier money....

OpenAI’s $70 Billion Promise Splits the Risk Trade

OpenAI’s $70 Billion Promise Splits the Risk Trade
— Margin Notes: 2026-10-09

Brent crude fell 0.71% to $103.54 after President Donald Trump ruled out attacks on Iran before the US midterms. The US government removed an immediate escalation risk from oil markets, which is...

Brent Makes Liquidity the Day’s Real Trade

Brent Makes Liquidity the Day’s Real Trade
— Margin Notes: 2026-10-08

Brent crude reached $103.35 after attacks around Saudi Arabia and renewed reports of possible strikes involving Iran. Brent crude jumped 3.14% as supply fears returned to the tape, and the move was...

Oil Tests Every Risk Premium

Oil Tests Every Risk Premium
— Margin Notes: 2026-10-07

Iranian forces increased attacks on shipping around the Strait of Hormuz as Brent crude climbed 0.84% to $101.42. Iran’s attacks have made the energy chokepoint a live market variable, even though...

Nasdaq Borrows Against the Bond Market

Nasdaq Borrows Against the Bond Market
— Margin Notes: 2026-10-06

The US 10-year Treasury yield stood at 5.30% while longer-dated bonds extended their decline toward levels last seen in 2002. Long-term Treasury yields reached fresh 24-year highs, and the move...

Nvidia's Buyback Finds a Market With Receipts

Nvidia's Buyback Finds a Market With Receipts
— Margin Notes: 2026-09-29

Crude oil reached $94.03 while Brent approached $99.32, and the US 10-year Treasury yield stayed at 5.24%. Oil pushed investors back toward another US Fed hike, because an energy shock is not merely...

The US 10-Year Yield Reclaims 5% and Breaks the Risk-On Spell

The US 10-Year Yield Reclaims 5% and Breaks the Risk-On Spell
— Margin Notes: 2026-09-24

A surge in US 10-year Treasury yields to 5.11% has effectively ended the risk-on honeymoon. The market is no longer trading on the hope of a diplomatic thaw, but on the fear that yields surged above...

Brent's Slide Prices a Diplomatic Reset

Brent's Slide Prices a Diplomatic Reset
— Margin Notes: 2026-09-23

Brent crude dropped to $89.26 as the US government signaled a breakthrough in talks with Iran, shifting the narrative from "annihilation threats" to productive dialogue....

Nasdaq's Record High Outruns the Regulatory Noise

Nasdaq's Record High Outruns the Regulatory Noise
— Margin Notes: 2026-09-22

Meta's new Muse AI agent pushed Intel up 12.14% and Meta up 11.43%, signaling that the AI trade is finally moving beyond the narrow confines of a few winners....

Kevin Warsh Inherits a Market Without Easy Answers

Kevin Warsh Inherits a Market Without Easy Answers
— Margin Notes: 2026-09-14

Brent crude climbed to $107.22 after a Saudi East-West pipeline shutdown added a fresh interruption to an already strained energy system. The Saudi pipeline shutdown pushed Brent higher, while US...