Pazar Pusulası
Trade War Developments After FOMC
- Last night, the markets carefully followed the decisions of the Federal Open Market Committee (FOMC) of the US Federal Reserve (FED) and the statements of the Bank’s Chairman Powell.
- As expected, the FOMC kept the policy rate unchanged, while Powell pointed out that with the tariffs, risks to unemployment and inflation have increased. The FED reiterated its signal to continue its “wait-and-see” policy. While the markets are pricing in the Fed to skip the Haziran meeting, the probability of a 25 basis point rate cut in Temmuz is around 57% at the time of writing, according to the CME FedWatch Tool. The expectation of three rate cuts until the end of the year stands out for now.
- Another important development last night was the statements made by US President Trump via social media. The President said that today at 10:00 local time (14:00 GMT), he will announce a trade deal with an important country. The markets were speculating that this country was the UK, and then the President announced that a full and comprehensive agreement had been reached with this country.
- In addition, talks between the US and its delegations in Switzerland on tariffs are expected to start at the weekend.
- While Asian stock markets closed positive on the back of positive developments on trade wars, indices in Europe are also on the rise this morning. On the continent, expectations that a trade deal may have been signed between the US and the UK were at the forefront and Trump’s latest statement clarified this issue. Wall Street futures contracts are also on the positive side with the trade wars turning into negotiations on the table.
- With expectations that global risks have decreased, major digital assets continued the rise that started yesterday evening during European transactions. Bitcoin approached 6-digit price levels again.
- We continue to maintain our view that we expect short-term upside in this ecosystem if institutional investor interest remains buoyant.
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.
Günde iki kez yayınladığımız teknik analiz raporumuzun detaylı incelemesi ve dijital varlıklardaki son gelişmeler için buraya tıklayın.
Günün Öne Çıkanları
Önemli Ekonomik Takvim Verileri
| Zaman | Haberler | Beklenti | Önceki |
|---|---|---|---|
| - | Hedera (HBAR) Hedera Community Call | - | - |
| - | Euler (EUL) Balancer & Euler AMA | - | - |
| 12:30 | ABD İlk İşsizlik Başvuruları | 230K | 241K |
| 14:00 | President Trump Speaks | - | - |
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 Araştırma Departmanı Güncel Çalışmalar
Current Situation and Market Analysis in Bitcoin Futures
Trump Pressures Fed: A New Era in the Spiral of Interest and Confidence
ABD Bitcoin Stratejisi: Tarife Gelirleri Masada
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.