📊 Morning Market Up...来自NORDFX Global

29 Jul 2025, 14:03 · 阅读量 68

📊 Morning Market Update | 29 July 2025 🌏 🕊️ The Asian session remains calm — no major data, narrow ranges in FX and equities. Index moves are within ±0.50%. 🤝 US–China truce extended? Commerce Secretary Lutnick says a 90-day tariff pause is highly likely. Talks in Stockholm resume today. 🚫 Taiwan stopover blocked Trump denies Taiwan’s president a NY transit to avoid provoking China — signalling a balancing act with Beijing. 💻 Nvidia’s China push 300,000 H20 chips ordered from TSMC, but U.S. export licences still pending. 💴 Japan rate outlook Ex-BoJ official calls for more hikes as food prices threaten to push inflation above target. 💵 US borrowing surge Treasury to borrow $1.007T in Q3 (vs $554B forecast). Debt ceiling lifted — more T-bills expected. 🥇 Fidelity sees gold at $4,000 By 2026, driven by Fed easing, dollar weakness, and central bank demand. 📈 Morgan Stanley bullish on US500 Target: 7,200 pts 🚀 thanks to AI, tax cuts, and better margins. ⏳ Trump’s Ukraine ultimatum cut Now just 12 days. Threatens 100% tariffs and secondary sanctions, even on China and India. 🪙 Ray Dalio: 15% in gold or bitcoin He prefers gold, but sees both as shields against fiat risks and fiscal instability. 🔔 Stay informed. Stay ahead. Trade smarter with NordFX 💼📈 👉 nordfx.com

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🌐 NordFX | CRYPTO WEEKLY | May 20–27, 2026 ₿ BTC hit a 2-month low of $74,500 before recovering to ~$77K. Bitcoin ETFs bled $1.32B in their worst weekly outflow of 2026, driven by rising Treasury yields killing rate-cut hopes. 🏛 US lawmakers introduced the bipartisan ARMA bill on May 21 to build a 1-million-BTC Strategic Reserve, locked for 20 years. Washington means business. 🚀 SpaceX dropped a bombshell in its May 20 IPO filing: 18,712 BTC worth ~$1.4B on the balance sheet. Blockchain.com also filed for a US IPO the same week. ⟠ BitMine snapped up 111,942 ETH last week, now controlling ~4.5% of all ETH supply. Tom Lee calls it "Crypto Spring." ✦ XRP Ledger v3.1.3 went live on May 27 with key fixes for NFTs, vaults and lending. Miss the update, lose network access. 😄 Fun fact: A coin called USELESS, which promised investors literally nothing, still holds a $32M market cap. Honesty pays. 🤷 ⚠️ Not investment advice. www.nordfx.com

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📅 THE MARKET DOES NOT WAIT UNTIL YOU FEEL READY | NordFX The first Monday of June just dropped a full slate of macro data - and markets are already moving. ISM Manufacturing PMI came in at 52.7 for the fourth straight month in expansion territory - the longest streak since 2022. New Orders ticked up to 54.1. Factories are growing. But the mood out there? Anything but calm. 🌍 The backdrop is intense. The US-Iran war ceasefire is still fragile. Negotiations to extend it by 60 days and reopen the Strait of Hormuz are ongoing but unresolved. Oil markets remain jumpy, inflation is running at 3.8% annually, and the Fed just held rates at 3.50-3.75% with its most fractured vote since 1992. Kevin Warsh is about to take the helm as Fed Chair - and nobody knows exactly which way he'll steer. 💵 The dollar is feeling the weight of all this uncertainty. DXY trades near 99, its lowest in months, as the Iran safe-haven premium unwinds and Fed credibility gets questioned. A weaker dollar typically supports commodities and risk assets - but right now, the relationship is anything but textbook. 🥇 Gold is above $4,500 - up 34% year-over-year - yet fighting a descending channel. Higher real rates, stalled ceasefire talks, and hawkish expectations are all capping the upside. The safe-haven bid is real, but so is the resistance. Whipsaws are the norm right now. ₿ Bitcoin is at $73,300 and sliding. A record nine-day ETF outflow streak just wiped $2.8 billion from institutional positioning. BTC is trading below all its key moving averages. Risk appetite in crypto is cooling fast as geopolitical headlines dominate. The $70K level is the line in the sand traders are watching. 📅 What's next this week: Tuesday - JOLTS job openings Wednesday - ADP + Fed Beige Book Friday - NFP + unemployment rate Each print could reprice rate-cut bets - and move every pair you're watching. 📌 Staying on the sidelines IS a decision.

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📊 NordFX | USD, Gold & Oil into June - Thin Liquidity Week 💵 DXY at ~99.0, sliding on Iran deal hopes. PCE tipped at 3.8% - nearly double the Fed's target. FOMC Minutes + GDP + PCE all hit Thu. Dollar bears stay in charge medium-term. 🪙 Gold ~$4,562, up 40% YoY. Last week's dip to $4,450 bought fast. Goldman targets $5,400 by year-end. 🛢️ Brent -5.5% today to ~$98.52 on Trump's Iran deal signal. Hormuz still closed. One headline can move oil $3-5 in minutes. ⚡ Memorial Day = thin liquidity + month-end flows. Size down, use stops. 🚀 Trade with NordFX: https://my.nordfx.com/en/regis... Not financial advice.

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🌅 NordFX Morning Market Update - May 22, 2026 🌏 Asian Markets Asian stocks rose Friday, with Japan's Nikkei 225 up ~1.9% to ~62,856, adding to Thursday's powerful 3.1% surge. The MSCI Asia-Pacific ex-Japan index was 0.3% higher, on track for a modest weekly gain. The USD hovered near 6-week highs as investors weighed conflicting signals from US-Iran peace talks. 🇺🇸 Wall Street (Thu close) Dow +0.57% to 50,295 · S&P 500 +0.17% to 7,445 · Nasdaq +0.09% to 26,293. All three closed in the green on AI momentum and earnings optimism. 🛢️ Oil Brent ~$104-105/bbl (+1.9%), WTI ~$99/bbl. Prices climbed after Iran's Supreme Leader ordered enriched uranium to remain inside Iran, dimming hopes for a Hormuz reopening. Oil remains ~50% above pre-war levels. 🥇 Gold $4,524/oz (-0.42%) - drifting lower on mixed Iran signals, but holding above $4,500 as inflation and geopolitical risks provide support. 💱 Forex EUR/USD slipped below $1.16, its lowest since early April, as prolonged high energy costs weigh on Eurozone growth. Dollar Index near 6-week highs. ₿ Crypto Bitcoin ~$77,200, broadly flat, tracking cautious risk sentiment. 📅 Today's key data: NZD Retail Sales · UK Retail Sales & GDP · German Ifo Business Climate · Japan CPI 💡 Markets move fast - stay informed, trade smart with NordFX!

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🌅 NordFX MORNING UPDATE | May 25, 2026 🌏 Asian Markets on Fire Japan's Nikkei 225 surged past 65,000 for the first time in history this morning, rallying ~2.9% as oil prices tumbled on US-Iran deal hopes. SoftBank Group, Tokyo Electron, and Advantest led the charge. Australia's ASX 200 gained ~0.86%. Hong Kong and South Korean markets are closed for public holidays. 🇺🇸 Wall Street Closed Today US markets are shut for Memorial Day. Friday's session was strong - the Dow set a record close at 50,285.66 (+0.55%), the S&P 500 gained 0.17% to 7,445.72, and the Nasdaq edged 0.09% higher to 26,293.10. 🕊️ Iran Deal Drives Sentiment Over the weekend Trump said a US-Iran deal was "basically reached." Oil fell and risk appetite improved sharply, though key sticking points - Iran's uranium stockpile and Strait of Hormuz tolls - remain unresolved. Tuesday's Western market open will be the real test. 🛢️ Oil Tumbles Brent crude plunged more than 5% in early Asian trading, falling below $100/bbl toward ~$98, from Friday's close of $103.54. WTI dropped toward $92. This is a significant relief after weeks above $100 driven by the conflict. 🥇 Gold Eases Gold is trading around $4,560/oz, under modest pressure as risk appetite improves. Elevated Fed rate hike expectations and inflation fears continue to provide a floor. The metal posted its second consecutive weekly decline on Friday. 💵 Dollar Softens Slightly EUR/USD is trading around 1.1651, edging higher as the dollar faces some headwinds from falling oil and improved risk mood. Markets have fully priced out any 2026 Fed rate cut - over 60% now expect at least one rate hike by December as energy-driven inflation concerns persist. ₿ Bitcoin Gains Bitcoin is trading around $76,900, up ~2.7% in 24 hours, riding the improved risk sentiment alongside equities. Holiday-thinned liquidity may amplify moves.

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