MARKET COMPASS
Trade War Tensions Fall
- Ahead of the talks between China and the US delegations in Switzerland over the weekend, the trade deal reached between the US and the UK continues to provide a basis for increased risk appetite in global markets.
- Trump’s latest message that tariffs could be softened also supported the positive climate. It is rumored that Trump’s administration is considering a serious tariff reduction in negotiations with China.
- China aside, the US is unlikely to reach a solution with other countries as quickly as it did with the UK. US Commerce Secretary Howard Lutnick has indicated that trade deals with South Korea and Japan could take much longer.
- If progress is made in the two-day talks in Switzerland, it is stated that the US could start implementing reductions that could bring tariffs below 60% next week. Nevertheless, it is stated that these talks will be of a preliminary nature and may be a meeting where problems will be put forward rather than finding solutions.
- In global markets, we see the effects of the belief that the worst is over in terms of trade tensions. With the negotiations, the issue is now considered to be in the solution phase. Increased risk appetite has led global stock markets to rise.
- Digital assets are among the instruments feeling the effects of the ecosystem returning to positive sentiment. Furthermore, two US states have passed legislation authorizing the creation of strategic Bitcoin reserves
- Meanwhile, the federal government has confirmed that US banks can “responsibly” trade cryptocurrencies on behalf of their customers and outsource crypto trading and custody services to trusted third parties. These developments reinforce the view that Bitcoin is a maturing asset class.
In the rest of the day, we think we may see relatively horizontal price changes after the recent rises. The US-China talks over the weekend will be of critical importance. The speeches of the Federal Open Market Committee (FOMC) members at various events may have an impact on prices by giving clues about the US Federal Reserve’s (FED) interest rate cut course.
Digital Compass
In the US, the locomotive of the world economy, we consider the strategic crypto reserve, which started with Trump’s nomination process, as a very important development. However, the fact that the markets had already priced in the “best case scenario” before and after the US elections and 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 run. Considering the recent developments, we maintain our bullish expectation for the medium and long term.
Per un'analisi dettagliata del nostro rapporto di analisi tecnica bi-giornaliero e degli ultimi sviluppi degli asset digitali clicca qui.
I punti salienti della giornata
Importanti dati del calendario economico
| Tempo | Notizie | Aspettative | Precedente |
|---|---|---|---|
| - | Movement (MOVE) 50MM Token Unlock | - | - |
| - | Kadena (KDA) Community Dev Vote | - | - |
| - | Blockchain Week Rome 2025 | - | - |
| 10:45 | FOMC Member Kugler Speaks | - | - |
| 12:30 | FOMC Member Barkin Speaks | - | - |
| 12:30 | FOMC Member Williams Speaks | - | - |
| 14:00 | FOMC Member Goolsbee Speaks | - | - |
| 15:30 | FOMC Member Waller Speaks | - | - |
| 15:30 | FOMC Member Williams Speaks | - | - |
| 23:45 | FOMC Member Cook Speaks | - | - |
| 23:45 | FOMC Member Hammack Speaks | - | - |
| 23:45 | FOMC Member Musalem Speaks | - | - |
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.
Dipartimento di ricerca Darkex Studi attuali
Analisi settimanale della catena BTC
Analisi settimanale della catena ETH
US Bitcoin Strategy: Tariff Revenues on the Table
Current Situation and Market Analysis in Bitcoin Futures
Trump Pressures Fed: A New Era in the Spiral of Interest and Confidence
Clicca qui per tutti gli altri rapporti Market Pulse.
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.