🌅 Morning Update (23.12.2024) 에서 - 팔로메 거래 커뮤니티

NORDFX Global

23 Dec 2024, 16:25 · Views 81

📈 Asian Markets Rally

Asian stocks surged after softer U.S. PCE inflation data boosted hopes for policy easing:

🌏 MSCI Asia-Pacific ex-Japan: +0.3%

🇰🇷 South Korea: +1.3%

🇹🇼 Taiwan: +2.6%

🇯🇵 Japan’s Nikkei: +1.2%, driven by reports of a potential Honda-Nissan merger targeting completion by June 2025.

📉 Emerging Market Outflows

Emerging markets saw heavy outflows last week:

💵 Bond funds: -$1.5B (Hard currency bonds: -$1B)

📊 Equity funds: -$4.6B (ETFs: -$3.1B)

Year-to-date: Bonds (-$28.2B), Equities (-$30.3B).

🇸🇬 Singapore Inflation Falls

Core inflation in Singapore eased to 1.9% in November 📉, the lowest since 2021 and below the forecast of 2.1%. Analysts believe the Monetary Authority of Singapore (MAS) might delay policy changes until later in 2025 amid global uncertainties.

🚗 Honda-Nissan Merger Buzz

Reports suggest Honda and Nissan could finalise merger terms by June 2025, potentially joined by Mitsubishi Motors. If successful, the alliance would form the world’s third-largest automaker 🚘, addressing challenges in overseas sales and EV markets.

💵 Currencies & Dollar Watch

The dollar held near two-year highs.

USD/JPY: 156.59

USD/CNY: Hit one-year highs.

🇮🇳 Indian rupee stabilised after record lows above 85.

🇸🇬 Singapore dollar steady ahead of inflation data.

🛢️ Oil Update

Brent: $73.29 ⬆️

WTI: $69.86 ⬆️

Concerns over a supply surplus limit gains, while Sinopec forecasts China's oil demand peaking in 2027. Druzhba pipeline resumed operations, easing European worries.

🏅 Metals Recap

Gold: $2,626 (+0.2%) 🟡

Silver: $30.14 (+0.6%)

Platinum: $940.15 (+0.8%)

📉 Crypto Slump

Bitcoin fell over 7% to $94,344 📉, marking its first weekly decline since Trump’s election.

Ethereum: $3,288

Despite short-term volatility, analysts remain bullish on crypto for Q1 2025.

🌍 Diplomatic Sparks

President-elect Trump’s comments on reasserting U.S. control over the Panama Canal triggered sharp criticism from Panama’s President Mulino, raising concerns over potential shifts in U.S. foreign policy 🇺🇸🤝🇵🇦.

Stay tuned for more updates! 📰

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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.

NORDFX Global

🌅 NordFX Morning Update | June 16, 2026 🏯 Asia - Historic Day for Japan The Nikkei 225 crossed 70,000 intraday for the first time in history, before easing slightly as investors digested the Bank of Japan's decision to raise rates to 1% - a 31-year high (vote 7-1). The index had already surged +4.99% to 69,317 on Monday on US-Iran deal euphoria. The Hang Seng holds near 24,808, drifting cautiously amid weak China data - May retail sales fell 0.6% y/y (first drop since the pandemic), partly offsetting an industrial output beat of +4.5% y/y. 🇺🇸 Wall Street - Monday Close S&P 500 ▲1.65% → 7,554 Dow Jones ▲0.92% → 51,671 🏆 Record close Nasdaq ▲3.07% → 26,684 (best session since March 31) 🕊️ US-Iran Peace Deal A 60-day interim agreement to end hostilities and reopen the Strait of Hormuz was confirmed by both sides. Formal signing is set for Switzerland on June 19. The deal eased inflation fears and sent risk assets surging globally. 🛢️ Oil Brent holding near $81/bbl after tumbling ~5% on Monday to a 2-month low. Markets are cautious - shipping companies say confidence in the Hormuz route may take weeks to rebuild. 🥇 Gold Trading around $4,330/oz, up on risk-on mood and ongoing uncertainty ahead of the Fed. Volatile week expected. 💱 Forex EUR/USD ~1.1600 | USD/JPY ~160.00 (steady ahead of BOJ post-decision briefing) ₿ Bitcoin ~$66,200, riding the broader risk-on wave. 🏦 Key Event: FOMC Kicks Off Today The Fed's two-day meeting begins today - new Chair Kevin Warsh's first. Rate decision lands Wednesday. A hold at 3.50%–3.75% is widely expected; all focus on the updated dot plot with US inflation still running hot. 📊 Trade the moment with NordFX.

NORDFX Global