1 BMO: #Equitymarkets point to a higher open this morning alongside a move back into #riskassets, including #crypto. The massive unwinding of the #AI trade and #crypto positions in recent weeks had pulled #Bitcoin down by more than 50% from its recent high at one point …🧵 #markets

Bloomberg: “There is a disconnect between the positive short-term environment for #riskassets, and a broader structural instability,” says Fidelity. “Global fragmentation, a depreciating #dollar, #USFederalReserve independence, and #AI #capex trends are themes to watch in 2026 and beyond.” #markets

1 “Longer-term #Treasuries ‘are behaving like #riskassets, not like the typical kind of #defensive #risk-averse #assets,” Greg Peters, co-chief investment officer at PGIM #FixedIncome, said on Bloomberg Television. 🧵 #bonds #markets