PAZAR PUSULASI
Trump and Tariff Threats…
- Trump signs a decree imposing a 25% tariff on cars not made in the US.
- The implementation will start next week and will cover every country.
- Japanese and European automakers are calling for exemptions and negotiations.
- Trump also said on social media that higher taxes are on the way if the European Union works with Canada.
- The effects of the trade war on economic growth and inflation caused a negative perception in the markets again.
- Losses in value stand out in European stock markets. Wall Street futures show a mixed and horizontal picture after yesterday’s sales. There is a similar outlook in digital assets.
- Although the geopolitical agenda took a back seat due to the accelerating news flow on tariffs, the outcome of the meeting between European leaders and Ukrainian leader Zelensky will be closely monitored.
In global markets, Donald Trump’s steps and statements on tariffs continue to be decisive in pricing behavior. Investors are worried about the damage that trade wars may cause to the global economy and fear that the issue will remain on the agenda for a long time. In the context of this dynamic, which deteriorates risk appetite, there is a lack of demand for instruments that are considered relatively risky, including digital assets.
For the rest of the day, there is no reason for the pessimistic mood to dissipate for now. We do not think that the data from the US will contribute to charting a new course, but figures that are far from expectations may cause an increase in instant volatility. The US economic growth data (GDP) will be the Bureau of Economic Analysis’ last estimate for the last quarter of 2024 and is an indicator that generally does not cause major pricing in the markets. Still, it is worth keeping an eye out for a possible surprise update.
Digital Compass
We consider it a very important development that a strategic crypto reserve is on the agenda in the US, the locomotive of the world economy. However, the fact that the markets have already priced in the “best case scenario”, combined with the “less than perfect” news on this issue, has been putting pressure on digital assets for some time. We continue to keep the strategic reserve issue in our equation as a positive variable for cryptocurrencies in the long run. On the other hand, we think that we may continue to see pressure in the medium term if there is no new news flow to create enthusiasm in the market and if concerns about slowing economic activity in global markets increase further. In the short term (in general), markets will continue to be sensitive to macro indicators and Trump’s actions on tariffs.
Click here for a detailed review of our twice daily technical analysis report and the latest developments in digital assets.
HIGHLIGHTS OF THE DAY
Önemli Ekonomik Takvim Verileri
| Zaman | News / Event | Beklenti | Önceki |
|---|---|---|---|
| - | JACK (JACK): StableJack IDO on Seedify | - | |
| - | Alchemy Pay (ACH): Topluluk AMA | - | |
| 12:30 | US Final GDP (QoQ) (Q4) | 2.3% | 2.3% |
| 13:00 | US SEC Commissioner Uyeda Speaks | - | |
| 12:30 | ABD İlk İşsizlik Başvuruları | 225K | 223K |
| 14:00 | US Pending Home Sales (MoM) (Feb) | 0.9% | -4.6% |
| 20:30 | FOMC Member Barkin | - | |
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
Darkex Aylık Strateji Raporu - Mart
How Did Hyperliquid Did Overtake Solana?
US Senate’s First Digital Asset
The Digital Asset Funds Revolution: Bitcoin ETFs on Asia-Pacific
Meme coins: Deflating Periodic Bubbles in the Crypto World?
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.