Brújula de mercado
A Respite in Global Markets and Digital Assets…
- Developments regarding the US Federal Reserve (FED) and tariffs are closely monitored in global markets. Trump’s tariffs on many countries came into effect yesterday. The President also announced that Stephen Miran, one of his economic advisors, is the candidate he is considering to replace Kugler after his resignation.
- Stephen Miran, President of the Council of Economic Advisors, can be considered as someone close to Trump’s economic line. He advocates closing the current account deficit with the depreciation of the dollar and supports loose monetary policy. He will not be able to vote at the Septiembre meeting of the Federal Open Market Committee (FOMC), but he may be an influential figure at the meetings in Octubre and Diciembre.
- Meanwhile, while it is almost certain that the FED will decide to cut interest rates at its Septiembre meeting, a total of three rate cuts are being priced in for the whole year.
- Yesterday, Atlanta Fed President Bostic said that he did not rule out the possibility of a single rate cut during the year, followed by St. Louis Fed President Musalem’s (FOMC voting member) comments.
- Hours before the deadline given by Trump to Putin ahead of peace talks with Russia, the parties agreed to meet. Additional sanctions that will come into effect if a ceasefire does not come out of the negotiations are still on the agenda.
- Hopes that the war between Russia and Ukraine may end, higher-than-expected corporate profits and growing expectations that the Fed may accelerate interest rate cuts support risk appetite, while signs that the US economy may be cooling in the light of the latest data, uncertainties about tariffs that have not been fully resolved and worries that a correction may follow the recent rises in stock market indices are the dynamics that suppress this perception.
- European stock markets are generally flat and slightly positive this morning. Wall Street futures have a similar picture. After yesterday’s gains, digital assets are slightly negative and flat, in line with the nature of the market.
- Yesterday, President Trump’s signing of a decree allowing US pension funds to invest in alternative instruments, including cryptocurrencies, played a leading role in the appreciation of digital assets. We believe that this move, which comes in the wake of recent regulations, is a very important development in the adoption of crypto assets.
- We believe that the small pullback in major cryptocurrencies during the day, following yesterday’s gains, is a normal and expected process. Assuming there are no surprises, we see a much higher probability of a rebound in prices than a decline.
Para una revisión detallada de nuestro informe de análisis técnico dos veces al día y los últimos acontecimientos en activos digitales pulse aquí.
Lo más destacado del día
Datos importantes del calendario económico
| Tiempo | Noticias | Expectativas | Anterior |
|---|---|---|---|
| - | Immutable (IMX) 24,52MM Token Unlock | - | - |
| 14:20 | Habla Musalem, miembro del FOMC | - | - |
Información
*El calendario se basa en la zona horaria 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 producirse en situaciones similares.
Aviso legal
La información sobre inversiones, los comentarios y las recomendaciones contenidas 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 a título 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.
