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Macro
Fidelity Macro Head Flags Capital Rotation Away From Bitcoin Into Semiconductors
Fidelity's director of global macro Jurrien Timmer says highly speculative 'fast money' has left Bitcoin and gold behind, rotating into semiconductors as global M2 growth slows and the US dollar strengthens.
July 2, 2026
[Macro]
Arm Holdings Faces Steepest Rate Risk Among Chip Stocks Ahead of July 14 CPI
July 2, 2026
[Macro]WTI Drops Below $68 as Saudi Exports Rebound; BTC and Gold Climb
July 2, 2026
[Macro]Softer June Payrolls Lift Bitcoin as Rate-Cut Bets Gain Momentum
July 2, 2026
[Macro]June Nonfarm Payrolls Miss Hard at 57,000, Dimming Fed Rate-Hike Odds
July 2, 2026
[Macro]Central Banks Net Buyers of 41 Tonnes in May Despite Gold's Quarterly Slump
July 2, 2026