USD is trading at $81.03 (-4.27%) as Japanese 10-year government-bond yields reached 3%, intensifying global fiscal and interest-rate concerns.

  • Nasdaq futures fell as higher yields pressured rate-sensitive growth stocks; USD declined alongside technology and semiconductor shares.
  • Renewed U.S.-Iran tensions lifted Brent crude above $91, adding inflation and risk-premium pressure.
  • Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole message increased September rate-hike expectations; semiconductor exposure amplifies the broader risk-off move.