MARKTKOMPASS
Digital assets, which have suffered significant losses in recent weeks due to the decline in global risk appetite, have found the opportunity to breathe with the latest statements of Trump and his administration. After a challenging Februar, the President’s comments on reserves helped cryptocurrencies overcome the lack of a catalyst in März. Thus, we think that digital assets can focus more on macro factors, tariffs and political-geopolitical variables as they cross an important threshold to overcome a challenge on the dynamics of their ecosystem. In the period ahead, the tightness of financial conditions and developments regarding the changing political balance, especially in Europe, will continue to affect the value of all financial instruments.
For a long time, in our analysis of digital assets, we have been saying that “we expect volatility in the short term, pressure in the medium term and bullishness in the long term.” The uncertainty created by Trump in the political environment, especially with the tariff tool, and the roadmap he followed on Ukraine were an important dynamic. However, we can state that the catalyst for the undeniable rise of digital assets has largely ended with the President’s latest crypto asset assessment. Therefore, by adjusting the new weighting in our equation, we change our general view to “bullish with intermediate corrections“. At this point, it is worth noting that although the first statement on the reserve issue, which the crypto ecosystem is eagerly awaiting, it is necessary to continue to closely monitor political, geopolitical and macro dynamics.
On the global front, investors are focused on whether a last-minute deal can prevent the imposition of 25% tariffs on US imports from Mexico and Canada and 10% tariffs on Chinese goods that will take effect this week. In addition, European stock markets are trading in a positive tone today as a result of buying in related sector companies, especially with expectations of an increase in defense spending. Benchmark bond yields on the continent are falling. Wall Street is also expected to start the new day on a bullish note. This week, important data will be released from the US, among which non-farm payrolls will be critical. It will give important information about the interest rate cut course of the country’s Central Bank (FED). Today, we will see PMI data for the world’s largest economy. We expect the ISM surveys to show that the US has started the year in a soft tone, and we see the risk of today’s manufacturing index falling below 50.0. However, it is worth underlining again that Freitag’s employment data will be the main determinant of the direction.
| Zeit | Nachrichten | Erwartung | Vorherige |
|---|---|---|---|
| Onyxcoin (XCN) – Goliath Mainnet Launch | |||
| SingularityNET (AGIX) – Rejuve.AI Airdrop | |||
| Livepeer (LPT) – Treasury Talk | |||
| Flare Network (FLR) – Airdrop for rFLR | |||
| 14:45 | US Final Manufacturing PMI (Feb) | 51.6 | 51.6 |
| 15:00 | US ISM Manufacturing PMI (Feb) | 50.6 | 50.9 |
INFORMATIONEN
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