PAZAR PUSULASI
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 Haziran 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.
Günde iki kez yayınladığımız teknik analiz raporumuzun detaylı incelemesi ve dijital varlıklardaki son gelişmeler için buraya tıklayın.
HIGHLIGHTS OF THE DAY
Önemli Ekonomik Takvim Verileri
| Time (UTC) | News / Event | Beklenti | Önceki |
|---|---|---|---|
| 14:00 | US Michigan 1-Year Inflation Expectations (Apr) | - | 6.7% |
| 14:00 | US Michigan Consumer Sentiment (Apr) | 50.6 | 50.8 |
BİLGİ
*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.
DARKEX ARAŞTIRMA DEPARTMANI GÜNCEL ÇALIŞMALAR
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Dijital Toplama, Düzenleme ve Opensea'nın Talebi
The Digital Asset Fund Revolution: Trump Media’s “Made in America” ETF Move
Tether’s Journey to Success: From Crypto World to Global Financial
Buraya tıklayın diğer tüm Market Pulse raporlarımız için.
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.