Daily Briefing — June 25, 2026 | Bonds Rally, Dollar Firms, Tech Reassessed

Today’s Slotly News daily briefing walks through a quietly important session for global markets, with a sharp rally in long‑dated US Treasuries, a firmer dollar, and renewed pressure on crowded technology trades. We discuss how the US ten‑year yield’s drop, combined with a still‑hawkish Federal Reserve and large fiscal deficits, is reshaping expectations for growth and rate cuts. The episode covers the mixed reaction to Micron’s explosive revenue rebound and the broader AI hardware story, including SK Hynix’s pursuit of a US listing.We examine the latest signals from the ECB and Bank of England on inflation and policy paths, and what they mean for European equities, sovereign spreads, and corporate credit. In Asia, we contrast record highs in Japan and strength in parts of Korea with ongoing weakness in offshore Chinese stocks, highlighting the role of AI policy, earnings differentials, and currency pressures. Finally, we look at oil’s pullback after reduced Iran risk, the retreat in gold from record levels, and what recent moves in industrial metals say about the global growth outlook.