
#FOMC9To3Split
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About FOMC9To3Split
FOMC minutes showed a 9-3 vote to hold rates at 3.5%-3.75%. Logan, Hammack and Kashkari dissented, favoring a 25bp hike. Most backed holding, but many said tightening may be needed if inflation stalls. Softer CPI and weaker jobs reduced the case for an immediate hike, while CME put odds of a September hold near 67%. The minutes also flagged risks from AI infrastructure financing, stock valuations and Treasury volatility. Could inflation, long yields and AI valuations keep repricing risk assets?
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#FOMC9To3Split
A 9-3 vote sounds decisive. I think the disagreement is the real story.
Three Fed officials still wanted another hike, even as inflation cools. That tells me the bar for rate cuts is still high.
Markets may be celebrating softer data a little too early. Is the Fed more divided than investors think?

#FOMC9To3Split A 9–3 vote to hold rates sounds comfortable at first, but the details feel much less settled 🏛️
Logan, Hammack and Kashkari all preferred a 25bp hike, while several other members said tightening could still be needed if inflation stops improving. Softer CPI and weaker jobs data have reduced the case for acting immediately, and markets now put the odds of a September hold near 67%.
What caught my attention most was the Fed explicitly flagging AI infrastructure financing, stock valuations and Treasury volatility as financial risks. AI spending is no longer just a corporate earnings story—it’s becoming part of the Fed’s broader stability discussion 🤖
To me, the minutes don’t signal a clear policy turn. They show a committee willing to wait, but not ready to relax.
I’m curious which becomes the bigger concern by September: inflation staying sticky, or tighter financial conditions doing too much damage.

Macro Is Setting the Next Move for $BTC and $ETH
Markets are watching $BTC near $64K and $ETH around $1.9K, alongside five catalysts: Hormuz tensions, Treasury yields, Fed expectations, ETF flows, and today’s White House crypto summit.
The 10Y yield remains near 4.7%, while Brent approaches $92 as supply risks persist.
If oil cools, yields fall, and ETF flows strengthen, $BTC and $ETH could gain momentum. Otherwise, inflation, high yields, and recession risks could limit a breakout.

Atualização: Ações quebram sequência de 3 dias de perdas enquanto traders analisam as atas do Fed de julho
16:56 EDT, 19/08/2026 (MT Newswires) -- (Atualizações com os movimentos do mercado no final do dia e outras alterações, se houver.)
Os principais índices bolsistas de Wall Street recuperaram-se na quarta-feira após uma queda de três dias, impulsionados pelos ganhos no setor da saúde, enquanto os investidores avaliavam as atas da reunião de política monetária de julho do Federal Reserve.
O S&P 500 e o Dow Jones Industrial Average subiram 0,2% cada, para 7.707,98 e 53.463,05, respetivamente. O Nas
The Next $BTC Move Won’t Be Decided by Charts Alone 👀
$BTC is hovering around $64K while $ETH sits near $1.9K — but the real battle is happening in the macro backdrop.
Five things could shape the next big move: Hormuz tensions, Treasury yields, Fed expectations, ETF flows, and today’s White House crypto summit.
With the 10Y yield near 4.7% and Brent pushing toward $92, inflation pressure is still a serious risk.
#DailyOrbit

$BTC May Start It — But $ETH Could Decide What Comes Next 👀
September rate-cut expectations could ignite another $BTC move, but the bigger signal may come from what happens after the initial rally.
If $BTC cools while capital rotates into $ETH, that could mark broader market expansion.
If $ETH fails to attract follow-through, the move risks becoming another short-lived liquidity rally.
The key isn’t simply how high BTC goes.
It’s whether capital starts moving down the risk curve.
$BTC
The broader economic picture is firmly steering the ship for BTC and ETH at the moment.
Traders are hyper-focused on three main catalysts: escalating geopolitical tension near the Strait of Hormuz, fluctuating U.S. Treasury yields, and fresh regulatory hints dropping from today’s White House crypto roundtable.
Even with Bitcoin battling around $64K and Ethereum defending the $1.9K level, underlying demand is clearly there what’s lacking is strong conviction volume to lock in a decisive rally.

Today's Key Events (All EST) — 08/19/2026
07:00: US MBA Mortgage Applications
13:00: US 20-Year Bond Auction
14:00: FOMC Meeting Minutes
Before Open 👇
04:30: Full Truck Alliance $YMM
05:00: Weibo $WB
06:00: Lowe's $LOW
06:00: Estée Lauder $EL
06:00: Marti Technologies $MRT
06:30: Target $TGT
06:50: Kingsoft Cloud $KC
07:00: Analog Devices $ADI
07:00: ZIM Integrated Shipping Services $ZIM
07:00: Viking Holdings $VIK
07:00: Opera $OPRA
07:05: Antalpha Platform $ANTA
07:15: TOYO $TOYO
07:30: TJX $TJX
BMO: Datavault AI $DVLT
After Hours 👇
16:00: BILL Holdings $BILL
16:05: Carlyle Credit Income Fund $CCIF
16:10: John B. Sanfilippo & Son $JBSS
16:15: Webull $BULL
16:15: Unifi $UFI
16:30: Coty $COTY
16:30: Nordson $NDSN
16:30: Alvotech $ALVO
16:30: Beam Global $BEEM
AMC: Telix Pharmaceuticals $TLX

