Highlights
Coinbase and Circle draw attention as BlackRock shifts its US equity stance.
Short-term US Treasuries gain prominence amid changing asset allocation preferences.
Crypto-linked equities remain connected to broader financial conditions and digital asset activity.
The financial sector is responding to changing views on US equities and government debt after BlackRock adjusted its asset allocation stance. The BlackRock Investment Institute moved its view on US equities from overweight to neutral, while upgrading short-term US Treasuries. The change reflects concerns about volatility surrounding artificial intelligence infrastructure…
