BRÚJULA DE MERCADO
Trump and Tariff Threats…
- Trump signs a decree imposing a 25% tariff on cars not made in the US.
- The implementation will start next week and will cover every country.
- Japanese and European automakers are calling for exemptions and negotiations.
- Trump also said on social media that higher taxes are on the way if the European Union works with Canada.
- The effects of the trade war on economic growth and inflation caused a negative perception in the markets again.
- Losses in value stand out in European stock markets. Wall Street futures show a mixed and horizontal picture after yesterday’s sales. There is a similar outlook in digital assets.
- Although the geopolitical agenda took a back seat due to the accelerating news flow on tariffs, the outcome of the meeting between European leaders and Ukrainian leader Zelensky will be closely monitored.
In global markets, Donald Trump’s steps and statements on tariffs continue to be decisive in pricing behavior. Investors are worried about the damage that trade wars may cause to the global economy and fear that the issue will remain on the agenda for a long time. In the context of this dynamic, which deteriorates risk appetite, there is a lack of demand for instruments that are considered relatively risky, including digital assets.
For the rest of the day, there is no reason for the pessimistic mood to dissipate for now. We do not think that the data from the US will contribute to charting a new course, but figures that are far from expectations may cause an increase in instant volatility. The US economic growth data (GDP) will be the Bureau of Economic Analysis’ last estimate for the last quarter of 2024 and is an indicator that generally does not cause major pricing in the markets. Still, it is worth keeping an eye out for a possible surprise update.
Brújula digital
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 have already priced in the “best case scenario”, combined with the “less than perfect” news on this issue, has been putting pressure on digital assets for some time. We continue to keep the strategic reserve issue in our equation as a positive variable for cryptocurrencies in the long run. 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 concerns about slowing economic activity in global markets increase further. In the short term (in general), markets will continue to be sensitive to macro indicators and Trump’s actions on tariffs.
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LO MÁS DESTACADO DEL DÍA
Datos importantes del calendario económico
| Tiempo | News / Event | Expectativa | Anterior |
|---|---|---|---|
| - | JACK (JACK): StableJack IDO on Seedify | - | |
| - | Alchemy Pay (ACH): Comunidad AMA | - | |
| 12:30 | US Final GDP (QoQ) (Q4) | 2.3% | 2.3% |
| 13:00 | US SEC Commissioner Uyeda Speaks | - | |
| 12:30 | Peticiones iniciales de subsidio de desempleo en EE.UU. | 225K | 223K |
| 14:00 | US Pending Home Sales (MoM) (Feb) | 0.9% | -4.6% |
| 20:30 | FOMC Member Barkin | - | |
INFORMACIÓN
*El calendario se basa en el huso horario UTC (Tiempo Universal Coordinado).
El contenido del calendario económico de la página correspondiente se obtiene de proveedores de noticias y datos fiables. Las noticias del contenido del calendario económico, la fecha y hora del anuncio de la noticia, los posibles cambios en las cifras anteriores, las expectativas y las cifras anunciadas son realizadas por las instituciones proveedoras de datos. Darkex no se hace responsable de los posibles cambios que puedan surgir de situaciones similares.
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Aviso legal
La información sobre inversiones, los comentarios y las recomendaciones que figuran en este documento no constituyen servicios de asesoramiento en materia de inversiones. Los servicios de asesoramiento en materia de inversión son prestados por instituciones autorizadas con carácter personal, teniendo en cuenta las preferencias de riesgo y rentabilidad de los particulares. Los comentarios y recomendaciones contenidos en este documento son de tipo general. Estas recomendaciones pueden no ser adecuadas para su situación financiera y sus preferencias de riesgo y rentabilidad. Por lo tanto, tomar una decisión de inversión basándose únicamente en la información contenida en este documento puede no dar lugar a resultados acordes con sus expectativas.