MARKET COMPASS
Tariff Agenda and Hope
- Hopes that tensions over trade wars might ease are keeping markets breathing.
- President Trump stated that his administration is in talks with Beijing, although this has not been confirmed by China, while Bloomberg reported that China is considering suspending its 125% tariffs on some US imports.
- It is reported that progress has been made in the ongoing trade talks with Japan and South Korea.
- Donald Trump’s softening stance on US Federal Reserve Chairman Powell was among the developments that reflected positively on the markets.
- Cleveland Fed President Beth Hammack stated that a potential rate cut could come as early as Giugno if reflected in economic data.
Following the rises in Asian stock markets, we are also seeing green numbers in European indices today. After yesterday’s positive close, Wall Street futures are pointing to a slight rise. Some easing was observed in the US 10-year bond yield. Digital assets continue to feel the impact of the easing risk appetite in global markets with the impact of government and corporate purchases. In addition to our medium- and long-term outlook, we maintain our view that the uptrend will continue with intermediate corrections in the short term. On the other hand, ahead of next week’s busy macro data agenda, we think it would not be surprising to see relatively lacklustre price changes due to the recent rapid rise.
Digital Compass
In the US, the locomotive of the world economy, we consider it a very important development that a strategic crypto reserve is on the agenda, which started with Trump’s nomination process. However, the fact that the markets had already priced in the “best case scenario” before and after the US elections, combined with the “less than perfect” news on this issue, put pressure on digital assets. We continue to keep the strategic reserve issue in our equation as a positive variable for cryptocurrencies in the long term. On the other hand, we think that there is no new news flow that will create pressure in the medium term, create enthusiasm in the crypto market, and that concerns that global economic activity may slow down in global markets, especially with Trump’s tariffs, will gradually begin to dissipate, and in this parallel, we soften our view that “pressure may continue in the medium term” and align it with our long-term bullish expectation. In the short term, markets will continue to be sensitive to macro indicators and tariff developments.
Per un'analisi dettagliata del nostro rapporto di analisi tecnica bi-giornaliero e degli ultimi sviluppi degli asset digitali clicca qui.
HIGHLIGHTS OF THE DAY
Importanti dati del calendario economico
| Time (UTC) | News / Event | Aspettative | Precedente |
|---|---|---|---|
| 14:00 | US Michigan 1-Year Inflation Expectations (Apr) | - | 6.7% |
| 14:00 | US Michigan Consumer Sentiment (Apr) | 50.6 | 50.8 |
INFORMAZIONI
*Il calendario si basa sul fuso orario UTC (Coordinated Universal Time).
Il contenuto del calendario economico sulla pagina corrispondente è ottenuto da fornitori di notizie e dati affidabili. Le notizie contenute nel calendario economico, la data e l'ora dell'annuncio delle notizie, le possibili variazioni delle cifre precedenti, delle aspettative e delle cifre annunciate sono state realizzate dalle istituzioni fornitrici di dati. Darkex non può essere ritenuta responsabile di eventuali cambiamenti che potrebbero derivare da situazioni simili.
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Avviso legale
Le informazioni, i commenti e le raccomandazioni sugli investimenti contenuti nel presente documento non costituiscono servizi di consulenza sugli investimenti. I servizi di consulenza sugli investimenti sono forniti da istituti autorizzati su base personale, tenendo conto delle preferenze di rischio e di rendimento dei singoli. I commenti e le raccomandazioni contenuti nel presente documento sono di tipo generale. Tali raccomandazioni potrebbero non essere adatte alla vostra situazione finanziaria e alle vostre preferenze di rischio e rendimento. Pertanto, prendere una decisione di investimento basandosi esclusivamente sulle informazioni contenute nel presente documento potrebbe non portare a risultati in linea con le vostre aspettative.