BRÚJULA DE MERCADO
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 Febrero, the President’s comments on reserves helped cryptocurrencies overcome the lack of a catalyst in Marzo. 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 Viernes’s employment data will be the main determinant of the direction.
| Tiempo | Noticias | Expectativa | Anterior |
|---|---|---|---|
| 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 |
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.
