Vincent Deluard, strategist at StoneX, warns about the convergence of several critical signals: US Treasury yields, oil prices, and the yen carry trade are reaching a breaking point that could impact equities. He expects markets to hold until the US midterms and the Anthropic IPO, before a bearish reversal on stocks, while France faces a bond market crisis with contagion risk for the eurozone. In this context, Deluard remains constructive on Bitcoin and gold, which he views as long-term hedges against dollar debasement.
Source: Read the original article

