🆕 Newsmakers — 2:30p ET, 2026-08-21 — new since last alert

📰 NEW MARKET THEMES: • Bessent's bond gambit aimed at calming markets is instead stirring inflation worries Investors over the past several days have begun pricing in higher inflation rates, following a Treasury Department market intervention announced this week. Breakeven rates hit levels not seen in more than two months as investors grew concerned over the inflationary impacts of th… — cnbc.com · 08/21 1:51p https://www.cnbc.com/2026/08/21/bessents-bond-gambit-aimed-at-calming-markets-is-instead-stirring-inflation-worries-.html • Why Stocks Are Shrugging Off the Rise in Bond Yields Do higher yields make bonds more appealing than stocks? Probably not. — barrons.com · 08/21 1:49p https://www.barrons.com/articles/stocks-shrug-off-rising-bond-yields-16a23825 • How High Can Treasury Yields Rise Before Tanking the Stock Market? The view that 5% on the 10-year Treasury is a tipping point for stocks is too simplistic. But consider tapping into some of today's fat yields anyway. — barrons.com · 08/21 1:45p https://www.barrons.com/articles/how-high-can-treasury-yields-rise-before-tanking-the-stock-market-db1bc50f • Kalshi traders think the bitcoin rally could end the year near current levels Bitcoin has rallied ferociously this week after the U.S. Treasury intervened to stop a sell-off in bonds and industry leaders and regulators rallied at the White House to put pressure on Congress to approve the Clarity Act market structure proposal. But traders on prediction mar… — cnbc.com · 08/21 1:43p https://www.cnbc.com/2026/08/21/kalshi-traders-say-bitcoin-rally-wont-go-much-higher-by-end-of-2026.html • Everyone was waiting for $45,000. Bitcoin nearly touched $80,000. Bitcoin is up roughly 24% this week, its strongest since 2023, and touched nearly $80,000. Everyone who spent the summer waiting to buy back at $45,000 is now watching from the sidelines. — youtube.com · 08/21 1:40p https://www.youtube.com/watch?v=6VhplfTENfI

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.