BRÚJULA DE MERCADO
Wall Street spot markets, which were closed yesterday, will open today and futures are pointing to a positive opening. In Europe, indices started the day in positive territory, erasing most of their gains, but then managed to start rising again. The defense sector continued to rise on expectations that European governments will increase military spending to support Ukraine. However, the summit between European leaders in Paris ended without any concrete steps for a proposal to send peacekeepers to Ukraine. Meanwhile, US and Russian officials met in Riyadh, Saudi Arabia, to discuss ending the war in Ukraine, leaving both Ukraine and European countries out of the talks.
In digital assets, we continue to see sideways price changes. Except for SOL, which came under more radical pressure with Argentine President Javier Milei’s statements on LIBRA, major cryptocurrencies are not far from their price levels in the last two weeks, although there are fluctuations during this period. We maintain our expectation of sideways-volatile in the short term, slightly pressured in the medium term and bullish in the long term.
Later in the day, President Trump will hold a press conference in Washington DC regarding his recent executive orders and statements from some US Federal Reserve officials will be in the spotlight.
Desde el corto plazo hasta el panorama general.
Trump’s victory on Noviembre 5, one of the main pillars of our bullish expectation for the long-term outlook in digital assets, produced a result in line with our predictions. In the process that followed, the appointments made by the president-elect and the increasing regulatory expectations for the crypto ecosystem in the US, as well as the emergence of BTC as a reserve, continued to take place in our equation as positive variables. Then, 4 days after the new President took over the White House, he signed the “Cryptocurrency Working Unit” decree, which was among his election promises, and we think that the positive reflection of the outputs it will produce in the coming days on digital assets may continue.
On the other hand, the expectations that the FED will continue its interest rate cut cycle, albeit on hiatus for now, and the fact that the volume in crypto-asset ETFs indicates an increase in institutional investor interest, support our upside forecast for the big picture. In the short term, given the nature of the market and pricing behavior, we think it would not be surprising to see occasional pause or pullbacks in digital assets. However, at this point, it is worth underlining again that we think the fundamental dynamics continue to be bullish.
LO MÁS DESTACADO DEL DÍA
Datos importantes del calendario económico
| Tiempo | Noticias | Expectativa | Anterior |
|---|---|---|---|
| 15:20 | FOMC Member Daly Speaks | ||
| 18:00 | Discurso de Barr, miembro del FOMC | ||
| Tentative | President Trump Speaks |
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.
AVISO LEGAL
La información sobre inversiones, los comentarios y las recomendaciones que figuran en este documento no constituyen asesoramiento en materia de inversiones. Los servicios de asesoramiento en materia de inversión son prestados individualmente por instituciones autorizadas teniendo en cuenta las preferencias de riesgo y rentabilidad de los particulares. Los comentarios y recomendaciones aquí contenidos son de carácter 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 aquí contenida puede no producir resultados acordes con sus expectativas.
