Bitunix Analyst: Global capital awaits new policy signals, while the US dollar and energy still dominate market rhythm.

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Mars Finance News, June 29 - This week, global markets officially enter a period of dense events. The U.S. non-farm payroll report, the ECB's Sintra Forum, and the appearance of the heads of the four major central banks (U.S., UK, Europe, Canada) will jointly determine the market's repricing of global liquidity for the second half of the year.
The most anticipated will be Fed Chair Walsh's first public presentation of policy views on the international stage.
As multiple Fed officials continue to send hawkish signals, the market has almost set the tone for the possibility of "higher rates for longer or even another rate hike."
On the other hand, the situation in the Middle East remains an important variable affecting risk appetite.
Although the US and Iran continue to promote ceasefire and Strait negotiations, Iran still says that the Strait of Hormuz will be under its full control for the next 30 days, and shipping companies also warn that mine clearance may take months, indicating high uncertainty in the global energy supply chain.
At the same time, Saudi Arabia is about to announce its official crude oil selling price for August, which will also become an important barometer for the market to observe energy demand and global economic conditions.
On the funding side, deeper changes are emerging.
Large sovereign funds continue to increase allocations to real assets such as energy and infrastructure, reflecting that global capital is beginning to place greater emphasis on supply chain security and asset resilience.
For the crypto market, what really needs to be observed now is not a single economic data point, but whether new directions emerge in the dollar, interest rate expectations, and global liquidity.
If Walsh continues his hawkish stance this week, the non-farm payroll remains resilient, and the dollar strengthens further, risk assets may still face pressure from capital reallocation in the short term; conversely, if policy signals begin to balance, market risk appetite may improve further.
Against the backdrop of repricing global capital costs, the crypto market will remain highly sensitive to macro policies and the dollar's movement in the short term.
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