Laser Focus: Issue 28

In Laser Focus #28, we unpack the macro consequences of the Iran conflict – oil up approximately 70% year-to-date, rate cut expectations pushed to September, and food inflation building through fertiliser and agricultural supply chains. We also look at the GENIUS Act entering OCC rulemaking and the US Treasury’s $2–3 trillion stablecoin market cap projection, Bitcoin’s technical recovery from $60,033 support and its first ETF inflow streak of the year, and a busy month for digital asset regulation including ECB collateral acceptance, Hong Kong’s first stablecoin licences, and a US Senate CBDC ban.

:link: Click here to read Laser Focus 28