1. Federal Reserve Chair Kevin Walsh implements policy communication reform, progress on reducing $6.7 trillion balance sheet is slow

Federal Reserve Chair Kevin Walsh shortens the duration of the FOMC post-meeting press conference, weakens forward guidance, and refuses to provide individual interest rate forecasts in the dot plot. Federal Reserve Chair Kevin Walsh believes that the neutral interest rate is only useful academically and that policy judgments should comprehensively observe asset prices, U.S. Treasury trading, the U.S. dollar exchange rate, credit costs and supply, and commodity prices. The Federal Reserve raised interest rates by 25 basis points last week, and progress on reducing the $6.7 trillion balance sheet led by Chair Kevin Walsh remains slow. -Original Article

2. Bitget updates security incident losses to $388 million and initiates bounty recovery

Bitget updated its security incident loss amount to $387.5 million and launched a bounty recovery program, while also preparing to resume withdrawals. -Original Article

3. U.S. consumer confidence weakens, inflation expectations for the next year rise to 4.6%

The University of Michigan survey indicates that U.S. consumers' assessments of personal financial situations have declined by about 10%, expectations for short-term business conditions have worsened, with Republican confidence down 20% from January 2026, and Democratic confidence down 13%. Inflation expectations for the next year have risen from 4.0% to 4.6%, and long-term inflation expectations have risen to 3.4%. -Original Article

4. Iranian official: Even if the U.S. meets conditions to reopen the Strait of Hormuz, Iran will not compromise on nuclear program

A senior Iranian official stated that even if the U.S. agrees to the plan to reopen the Strait of Hormuz, Iran will not compromise on the nuclear program issue, and the Strait of Hormuz will remain closed until the U.S. meets all of Iran's conditions. Iranian Foreign Minister Amir-Abdollahian proposed a 7-day plan that includes ending multi-regional hostile actions, lifting the U.S. maritime blockade of Iranian ports, releasing frozen assets, and lifting oil sanctions in exchange for reopening the shipping lane. -Original Article

5. U.S. 30-year Treasury yield breaks 5.5%, reaches the highest level since 2004

The U.S. 30-year Treasury yield has broken 5.5%, reaching the highest level since 2004. -Original Article

6. Circle and Tether freeze stablecoins related to the Bitget hacking incident, most funds have been transferred

Circle and Tether have frozen stablecoins related to the Bitget hacking incident, but most of the stolen funds have been transferred. -Original Article

7. Hammack: The Federal Reserve needs to maintain restrictive monetary policy to combat inflation

Federal Reserve official Hammack stated that the Federal Reserve needs to ensure that monetary policy remains in a restrictive position to push inflation rates back toward the target range, and maintaining binding monetary conditions is a necessary prerequisite for achieving price stability. -Original Article

8. UBS Chief Investment Officer Mark Haefele: Positive on fixed income assets and gold, expects gold prices to rise to $5,400/ounce around September 2027

UBS Chief Investment Officer Mark Haefele and his team stated that the market is pricing the Federal Reserve's tightening path too aggressively, and the actual rate hike may be lower than expected. UBS expects inflation to steadily decline over the next six months, maintains an attractive rating for fixed income assets, and anticipates that the S&P 500 index will grow earnings by 25% this year and 14% in 2027. UBS views the retreat of gold prices to around $4,000 per ounce as a buying opportunity, expecting them to rise to $5,400 around September 2027. -Original Article

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