Bitcoin Dumped, Bond Yields Jump, But Semis-Slump Spoils 'Perfect Month'

Tl;dr: Despite a tsunami of headlines (politics - Trump shooting and redistricting, geopolitics - US-Iran on again off again talks/proposals, macro - inflation upside and growth downside fears from supply chain disruptions, micro - AI 'throttling' and DeepSeek price cuts... to say the least) markets generally did a whole lot of nothing today as they endured the calm before the storm this week. Oil up, Stocks meh, Bond yields up a smidge, Dollar down. Bitcoin hit hard... but most of all - Semis down for the first time this month.

Brace...

Oil