I see that Powell's comments have significantly calmed the bond market, but oil is still rising. It's an interesting situation, because it has quite an impact on both crypto and stocks.

The bond market reacts positively to what Powell said, but on the oil side, the opposite is happening. These rising oil prices can become quite challenging for broader sentiment, especially when looking at crypto and stocks. Higher oil = higher costs for companies and consumers, which can put pressure on profits.

For crypto, this is doubly interesting. On one hand, macro uncertainty can sometimes lead to a flight to safety; on the other hand, we see that crypto is used as a hedge in certain scenarios. Stocks usually feel this pressure more quickly, especially tech stocks that are sensitive to interest rate expectations.

It appears we are in a phase where different markets are giving different signals. The bond market sees it positively, but the commodity side warns otherwise. For those active in crypto or stocks, it remains important to keep a close eye on this macro dynamic.