Market Compass
Tariff Optimism
- While Asian stock markets have been oscillating between losses and gains, European indices are generally higher this morning on expectations that trade tensions between the US and Europe will ease. Wall Street futures, which were closed yesterday due to a holiday, continue to point higher. Digital assets are relatively flat, but there are some gains, albeit subtle.
- Markets started the week with the optimism brought by Trump’s decision to postpone tariffs on Europe and maintained this mood with the news of Europe’s decision to speed up negotiations.
- “There is new momentum for negotiations,” European Commission spokeswoman Paula Pinho told reporters on Segunda-feira after Commission President Ursula von der Leyen held a phone call with US President Donald Trump.
- Donald Trump’s social media company, Trump Media & Technology Group, plans to raise around $3 billion to invest in cryptocurrencies, particularly assets such as Bitcoin, the Financial Times reported.
- US macro data will be monitored in the rest of the day, but we do not expect it to emerge as a main dynamic determining the direction of the market.
- For the short term, we think that the upward trend in major digital assets can be maintained, albeit weakly, with the effect of the positive climate. For the medium and long term, as we mentioned below, we maintain our expectation that the direction is up again.
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, we have already seen that the markets had already priced in the “best case scenario” before and after the US elections and that 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. Taking into account the latest developments on a global scale, we maintain our bullish expectation for the medium and long term.
For a detailed review of our twice-daily technical analysis report and the latest developments in digital assets click here.
Highlights of the Day
Important Economic Calender Data
| Time | Notícias | Expectation | Previous |
|---|---|---|---|
| Day 1 | Bitcoin 2025 Las Vegas | — | — |
| Day 1 | Origin Protocol (OGN) OGV To OGN Migration Ends | — | — |
| 12:30 | US Core Durable Goods Orders (MoM) (Apr) | 0.0% | 0.0% |
| 12:30 | US Durable Goods Orders (MoM) (Apr) | -7.8% | 9.2% |
| 14:00 | US CB Consumer Confidence (Maio) | 87.1 | 86.0 |
INFORMATION
*The calendar is based on UTC (Coordinated Universal Time) time zone.
The economic calendar content on the relevant page is obtained from reliable news and data providers. The news in the economic calendar content, the date and time of the announcement of the news, possible changes in the previous, expectations and announced figures are made by the data provider institutions. Darkex cannot be held responsible for possible changes that may arise from similar situations.
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As informações, comentários e recomendações sobre investimentos contidos neste documento não constituem serviços de consultoria de investimentos. Os serviços de consultoria de investimento são prestados por instituições autorizadas em caráter pessoal, levando em conta as preferências de risco e retorno dos indivíduos. Os comentários e recomendações contidos neste documento são de caráter geral. Essas recomendações podem não ser adequadas à sua situação financeira e às suas preferências de risco e retorno. Portanto, tomar uma decisão de investimento com base apenas nas informações contidas neste documento pode não resultar em resultados que estejam de acordo com suas expectativas.