Energy

Institutional markets are confronting a widening gap between fast-moving risk and slower settlement infrastructure. Stablecoins and tokenization are increasingly being viewed as practical tools for moving cash and collateral at market speed.

The Dow Jones pushed to a record high after a weak payrolls reading and fresh downward revisions strengthened the case for a more patient Federal Reserve. Investors rotated away from tech and into cyclical sectors as Treasury-rate expectations shifted and the Nasdaq lagged.