Global Markets Steady as FED Cuts Loom & Crypto Finds Support

Pazar Pusulası

A Respite in Global Markets and Digital Assets…

• Developments regarding the US Federal Reserve (FED) and tariffs are closely monitored in global markets. Trump’s tariffs on many countries came into effect yesterday. The President also announced that Stephen Miran, one of his economic advisors, is the candidate he is considering to replace Kugler after his resignation.
• Stephen Miran, President of the Council of Economic Advisors, can be considered as someone close to Trump’s economic line. He advocates closing the current account deficit with the depreciation of the dollar and supports loose monetary policy. He will not be able to vote at the Eylül meeting of the Federal Open Market Committee (FOMC), but he may be an influential figure at the meetings in Ekim and Aralık.
• Meanwhile, while it is almost certain that the FED will decide to cut interest rates at its Eylül meeting, a total of three rate cuts are being priced in for the whole year.
• Yesterday, Atlanta Fed President Bostic said that he did not rule out the possibility of a single rate cut during the year, followed by St. Louis Fed President Musalem’s (FOMC voting member) comments.
• Hours before the deadline given by Trump to Putin ahead of peace talks with Russia, the parties agreed to meet. Additional sanctions that will come into effect if a ceasefire does not come out of the negotiations are still on the agenda.
• Hopes that the war between Russia and Ukraine may end, higher-than-expected corporate profits and growing expectations that the Fed may accelerate interest rate cuts support risk appetite, while signs that the US economy may be cooling in the light of the latest data, uncertainties about tariffs that have not been fully resolved and worries that a correction may follow the recent rises in stock market indices are the dynamics that suppress this perception.
• European stock markets are generally flat and slightly positive this morning. Wall Street futures have a similar picture. After yesterday’s gains, digital assets are slightly negative and flat, in line with the nature of the market.
• Yesterday, President Trump’s signing of a decree allowing US pension funds to invest in alternative instruments, including cryptocurrencies, played a leading role in the appreciation of digital assets. We believe that this move, which comes in the wake of recent regulations, is a very important development in the adoption of crypto assets.
• We believe that the small pullback in major cryptocurrencies during the day, following yesterday’s gains, is a normal and expected process. Assuming there are no surprises, we see a much higher probability of a rebound in prices than a decline.

Günde iki kez yayınladığımız teknik analiz raporumuzun detaylı incelemesi ve dijital varlıklardaki son gelişmeler için buraya tıklayın.

Günün Öne Çıkanları

Önemli Ekonomik Takvim Verileri

Bilgi

*Takvim UTC (Koordineli Evrensel Zaman) zaman dilimini temel alır.

İlgili sayfada yer alan ekonomik takvim içeriği güvenilir haber ve veri sağlayıcılardan elde edilmektedir. Ekonomik takvim içeriğinde yer alan haberler, haberlerin açıklanma tarihi ve saati, önceki, beklenti ve açıklanan rakamlardaki olası değişiklikler veri sağlayıcı kurumlar tarafından yapılmaktadır. Benzer durumlardan kaynaklanabilecek olası değişikliklerden Darkex sorumlu tutulamaz.

Yasal Uyarı

Bu dokümanda yer alan yatırım bilgi, yorum ve tavsiyeleri yatırım danışmanlığı hizmeti niteliği taşımamaktadır. Yatırım danışmanlığı hizmeti, yetkili kuruluşlar tarafından kişilerin risk ve getiri tercihleri dikkate alınarak kişiye özel olarak verilir. Bu dokümanda yer alan yorum ve tavsiyeler genel niteliktedir. Bu tavsiyeler mali durumunuz ile risk ve getiri tercihlerinize uygun olmayabilir. Bu nedenle, sadece bu dokümanda yer alan bilgilere dayanarak yatırım kararı vermeniz beklentilerinize uygun sonuçlar doğurmayabilir.