MARKET COMPASS – April 29, 2025
Tariff Agenda Ahead of Critical Data
- Ahead of the critical US data to be released later in the week, markets continue to monitor news flows on tariffs.
- US President Trump is rumored to announce some exceptions to the auto tariffs. This headline has raised hopes that Donald Trump might start to soften on tariffs.
- Markets are also awaiting employment data to be released this Freitag, ahead of the US Federal Reserve’s Federal Open Market Committee (FOMC) meeting on Mai 7.
- Ahead of this critical data set, Job Openings and Labor Turnover Survey (JOLTS) indicator will be monitored today.
- In global markets, stock market indices are showing slight premiums. Wall Street futures point to a flat but positive opening. Digital assets are holding on to their recent gains ahead of critical data.
- Activity may increase with the JOLT data later in the day, but we do not expect a decisive clue about the direction. Therefore, the oscillations that we follow in a narrow band range may continue under the assumption that there will be no surprise development.
Job Openings and Labor Turnover Survey (JOLTS); Shows the number of job openings during the reported month, excluding the agricultural sector. This JOLTS data is closely monitored as job creation is an important leading indicator of consumer spending, which accounts for a large share of overall economic activity. It is released monthly and approximately 35 days after the end of the month. A lower-than-expected release is expected to have a positive impact on cryptocurrencies.
Digital Compass
In the US, the locomotive of the world economy, we consider it a very important development that a strategic crypto reserve is on the agenda, which started with Trump’s nomination process. However, the fact that the markets had already priced in the “best case scenario” before and after the US elections, combined with the “less than perfect” news on this issue, put pressure on digital assets. We continue to keep the strategic reserve issue in our equation as a positive variable for cryptocurrencies in the long term. On the other hand, we think that there is no new news flow that will create pressure in the medium term, create enthusiasm in the crypto market, and that concerns that global economic activity may slow down in global markets, especially with Trump’s tariffs, will gradually begin to dissipate, and in this parallel, we soften our view that “pressure may continue in the medium term” and align it with our long-term bullish expectation. In the short term, markets will continue to be sensitive to macro indicators and tariff developments.
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HIGHLIGHTS OF THE DAY
Wichtige Daten des Wirtschaftskalenders
| Zeit | Nachrichten | Erwartung | Vorherige |
|---|---|---|---|
| BNB (BNB): Lorentz Hardfork | |||
| Pendle (PENDLE): Boros Launch | |||
| Renzo (REZ): 527.6MM Token Unlock | |||
| Optimism (OP): 31.34MM Token Unlock | |||
| PlayDapp (PDA): Mainnet Migration | |||
| Starknet (STRK): V0.14.0 | |||
| Tensor (TNSR): Mainnet | |||
| Kaspa (KAS): 10 BPS Hard Fork | |||
| 13:00 | US S&P/CS Composite – 20 HPI (YoY) (Feb) | 4.6% | 4.7% |
| 14:00 | US CB Consumer Confidence (Apr) | 87.7 | 92.9 |
| 14:00 | US JOLTS Job Openings (Mar) | 7.49M | 7.57M |
INFORMATIONEN:
*The calendar is based on UTC (Coordinated Universal Time) time zone. The economic calendar content on the relevant page is obtained from reliable news and data providers. The news in the economic calendar content, the date and time of the announcement of the news, possible changes in the previous, expectations and announced figures are made by the data provider institutions. Darkex cannot be held responsible for possible changes that may arise from similar situations.
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