BRÚJULA DE MERCADO
Wall Street indices, which managed to advance to record highs despite the message from yesterday’s minutes of the US Federal Reserve’s (FED) last Federal Open Market Committee (FOMC) meeting that officials will not rush to cut interest rates again and Trump’s ongoing tariff threats, are expected to start the day in negative territory today. While US investors are seen to take more risks into account, retail giant Walmart’s weaker-than-expected fiscal year 2026 guidance is among the factors contributing to the retreat. In Europe, where investors are closely following the developments in the trade war and the situation in Ukraine, major indices are positive except for the UK. Incoming company balance sheets are also closely monitored on the continent.
We can say that digital assets remain relatively resilient in this complex global ecosystem. Statements from FOMC officials will be followed later in the day. We maintain our expectation for crypto assets to be horizontal-volatile in the short term, slightly pressured in the medium term and bullish in the long term.
From the short term to the big picture…
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
| Time (ET) | Noticias | Expectativa | Anterior |
|---|---|---|---|
| 8:35 AM | Discurso de Goolsbee, miembro del FOMC | ||
| 11:30 AM | FOMC Member Jefferson Speaks | ||
| 2:30 PM | Discurso de Barr, miembro del FOMC | ||
| 5:00 PM | Intervención de Kugler, miembro del FOMC |
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.
