Equities
What the Middle East conflict means for your portfolio
NYSE Senior Market Strategist and Head of the MAC Desk Michael Reinking joins CoinDesk's Jennifer Sanasie to break down what's driving markets as geopolitical tensions in the Middle East push oil prices sharply higher. Plus, he explains why the conflict is hitting Asia harder than the US, how volatility is triggering de-risking across asset classes, and what the surprising resilience in crypto and mega-cap tech could signal.
Is institutional capital waiting on the Clarity Act?
Benchmark-StoneX Senior Equity Research Analyst Mark Palmer joins CoinDesk's Jennifer Sanasie on today's Markets Outlook to break down Q4 earnings and the structural shifts happening across the crypto equity landscape. He discusses how the potential enactment of the Clarity Act could trigger an influx of institutional capital and why Coinbase’s Base protocol is a massive hidden driver for shareholders.
From Lockstep to Lag, Bitcoin Poised to Catch Up With Small Cap Highs
The Federal Reserve begins Treasury bill purchases later Friday, starting with $8.2 billion as part of its reserve management program.
Bitcoin Weakness Sends a Warning to Stocks, but Liquidity May Soon Turn, Citi Says
The Wall Street bank said fading crypto momentum could be flagging trouble for equities, though improving liquidity may revive the year-end rally.
Citi Says Crypto’s Correlation With Stocks Tightens as Volatility Returns
The bank noted that bitcoin and ether are once again moving in step with U.S. equities and gold.
The Fed's Next Move on Oct. 29: How a Scenario Few Expect Could Derail U.S. Stocks and Crypto
Markets brace for the Fed’s Oct. 29 FOMC decision amid shutdown and U.S. jobs market and inflation uncertainty, with crypto and stocks vulnerable to sharp downside moves.
Fed’s Sept. 17 Rate Cut Could Spark Short-Term Jitters but Supercharge Bitcoin, Gold and Stocks Long Term
Markets brace for a widely expected Fed rate cut on Sept. 17, with history suggesting near-term turbulence but longer-term gains for risk assets and gold.
Galaxy, Circle, Bitfarms Lead Crypto Stock Gains as Bitcoin Vehicles Metaplanet, Nakamoto Plunge
The sharp moves happened amid a relatively muted action in the broader crypto market, with bitcoin modestly up above $114,000.
Bitcoin or Gold: Which Is the Better Hedging Asset in 2025?
Bitwise’s André Dragosch argues gold still protects against stock sell-offs while bitcoin hedges bond stress — raising questions about their roles in 2025 portfolios.
