Treasuries fall as investors bet on Federal Reserve rate hike, pushing crypto into a yield reckoning - Crypto Briefing

Soaring inflation looms large! The bond market has already sent a signal to the Federal Reserve: it’s time to discuss when to raise interest rates next week.  富途牛牛

Sterling Slips Below 200-Day Average as US Data Buoys Dollar and BoE Stays Restrictive  VT Markets

Apollo And Blackstone Raise $35 Billion For Anthropic In One Of The Biggest Ever Private Credit SPV Deals Back in January, when we profiled Meta's landmark $27.3 billion SPV deal named "Beignet" for the Hyperion data center located in Louisiana, in which Blue Owl provided the private credit, we said to "expect hundreds of billions of these in 2026." As a reminder, META is already neck deep in off-balance sheet debt. Here is a schematic of its $27.3 billion SPV with Blue Owl "Project Beignet" for the Hyperion data center. None of this touches META's balance sheet. Expect hundreds of billions of these in 2026 https://t.co/794EgSiiZ9 pic.twitter.com/7hMyVW6Lno — zerohedge (@zerohedge) January 29, 2026 Fast forward five months when we now read that Apollo and Blackstone have finalized a $35BN private credit deal that will help finance Anthropic’s growth plans, even as traditional "banks are choking" on the amount of AI debt they have to issue.  The two private credit giants - which in a parallel universe are struggling with soaring redemption requests and gating retail investors in their private credit BDCs as documented here extensively in recent months - led the financing, one of the largest private credit deals completed, w

Report Says Cuba Mobilizing Militias As U.S. Invasion Fears On The Rise Weeks after Cuba's leader warned that any U.S. military action against the communist-controlled Caribbean island nation would be a "bloodbath" and risk destabilizing the region, local media reported that the regime had begun handing out weapons to ordinary citizens. Other reports, however, dispute that claim and suggest Havana is instead mobilizing its territorial militias. Either way, the signal is hard to ignore: Cuba is shifting into a higher defensive posture. Venezuelan news outlet Diario Versión Final reports: The Havana government has begun distributing weapons to ordinary citizens, officially urging them to prepare for an imminent foreign invasion. However, The Times and The Sunday Times reporter Stephen Gibbs said reports that Cuba is handing out weapons to civilians are not true "for obvious reasons," adding, "It is mobilizing its milicias de tropas territoriales, and some weapons have reportedly been handed to firefighters, etc." No, Cuba has not begun distributing weapons to civilians, for obvious reasons. It is mobilising its milicias de tropas territoriales and some weapons have reportedly been handed to firefighters etc. — Stephen Gibbs (@STHG

Gold steadies as traders weigh Israel-Iran ceasefire, inflation risks  Reuters

ECB to Hike Rates As Mideast War Pushes Up Inflation  اسلام تايمز