According to @business, a rare turn in global inflation trends is expected to inject fresh momentum into this year’s rally in emerging‑market bonds. Source: Bloomberg @business reports that emerging‑market bonds have already rallied this year, with the inflation shift cited as a catalyst for further gains in EM debt performance. Source: Bloomberg For crypto traders, IMF research shows crypto assets have moved more in sync with equities since 2020, increasing the likelihood that broader risk‑on shifts spill over to BTC and ETH when macro conditions ease. Source: International Monetary Fund BIS analysis indicates crypto prices respond to U.S. monetary policy news, making inflation prints and policy signals key catalysts to monitor alongside EM bond moves. Source: Bank for International Settlements

According to The Kobeissi Letter, the Strait of Hormuz is crucial for global energy markets, with 20% of the world’s oil supply passing through its narrow 21-mile channel. A single blockade could drive oil prices above $150 overnight, surpassing the daily oil traffic of both the Panama and Suez Canals combined. For cryptocurrency traders, such a geopolitical event could trigger heightened volatility as oil-driven inflation impacts global risk sentiment, potentially influencing the value of BTC and other digital assets (Source: @KobeissiLetter, June 22, 2025).