AI AssistantAI Market SuiteHomeAI AssistantAI Market SuiteHomeIn the last hour, super central bank week has begun with Bank of Japan rate hike odds topping 70%, putting carry trade unwinding risk back in focus. That lands against a still-fragile backdrop: a global bond sell-off reignited as oil jumped to $109, the ECB raised rates with hawkish guidance, and Wall Street fell as oil pushed back above $100 after the Iran escalation. Gold has slipped below $5,000 an ounce on inflation worries, while the BIS head warns the AI boom poses new financial stability risks. Elsewhere, Indonesia's central bank governor stepped down unexpectedly, South Africa's rand plunged on a surprise rate hold, and Brazil set new rules for eFX providers. In crypto, the CLARITY Act remains in limbo as the U.S. Senate returns, even as Senate Republicans unveil an updated version, with market watchers eyeing a potential $3.30T valuation on a vote. Stablecoins dominate the regulatory thread: Korea plans to tax stablecoin payments, Thailand's SEC proposes a roughly $151K daily transfer cap under a same-owner rule, and Brazil's strict capital rules have triggered an exodus of crypto firms. Institutional interest persists, with UniCredit weighing crypto custody and brokerage, U.S. Bank piloting USBDC on Stellar, and World Liberty obtaining conditional bank charter approval. The FCA finalised core rules for the UK cryptoasset regime, while wallet creators now face a 24-hour window to alert regulators to exploited flaws.
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