MARKTKOMPASS
Global markets started the new week with an anxious tone. While the group of instruments considered to be relatively risky, including digital assets, remained under pressure, concerns about global economic growth are being added to the uncertainties brought by Trump’s stance on tariffs. While the view that the US economy is slowing down is gaining weight, yesterday’s inflation data from China fell short of forecasts, suggesting that the world’s second largest economy is also slowing down. European stock markets are trading on the negative side, and yields are falling with demand for bonds.
Within the framework of the aforementioned variables, Germany’s political agenda is being closely monitored in Europe. , the winner of the last election in the country with the continent’s largest economy According, political coalition talks have started in Germany and the leaders of CDU/CSU and Social Democratic Party have reached an agreement on key issues such as immigration, economy and industry. to Merz Friedrich Merz is expected to implement a €500 billion defense and infrastructure spending package.
On the digital assets front, the failure of Donald Trump’s move on the “Strategic Reserve” continues to create a significant lack of catalyst. The President’s strategy of building reserves only with assets from criminal activity seems to have closed the door to new cryptocurrency purchases. In addition to this development, the possibility of a recession in traditional markets has been an important component in the selling pressure with risk aversion behavior.
We consider it a very important development that a strategic crypto reserve is on the agenda in the US, the locomotive of the world economy. However, the fact that the markets had already priced in the “best case scenario” combined with the fact that the news did not come at the perfect level put pressure on digital assets. We continue to keep this in our equation as a positive variable for cryptocurrencies for the long term. On the other hand, we think that we may continue to see pressure in the medium term if there is no new news flow to create enthusiasm in the market and if the concern about slowing economic activity in global markets increases. that there is no problem with spot asset accumulation, but leveraged We emphasize caution should be exercised in transactions. In the short term, markets will continue to be sensitive to macro indicators and Trump’s actions on tariffs, which may keep volatility high. long
HIGHLIGHTS OF THE DAY
Wichtige Daten des Wirtschaftskalenders
| Zeit | Nachrichten | Erwartung | Vorherige |
|---|---|---|---|
| Manta Network (MANTA) Townhall Event | |||
| Axie Infinity (AXS) New SLP Season Begins | |||
| 15:00 | US NY Fed 1-Year Consumer Inflation Expectations | 3.0% |
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