🌅 Morning Update (20.10.2025) 에서 - 팔로메 거래 커뮤니티

20 Oct 2025, 14:33 · Views 94

📉 Wall Street ended Friday’s session mixed. Fears over US regional banks dragged the Russell 2000 lower, while the S&P 500 and Nasdaq gained just over 0.5% each.

💰 The sell-off began after reports of loan fraud at Zions Bancorporation and Western Alliance, but sentiment later improved as Donald Trump said he’s not planning vast tariffs on China and may meet the Chinese President at the APEC Summit in late October.

📈 Today, US index futures are advancing: US500 +0.34%, US100 +0.5%.

🇪🇺 In Europe, optimism around the French budget and strong results from defensive stocks lifted indices, while PM Lecornu survived two confidence votes.

📉 US Treasury yields slipped to 4.0%, their lowest since September 2024, as traders bet on future rate cuts amid banking-sector worries.

💶 EURUSD is rebounding above 1.1670 after Friday’s dip.

☎️ Trump spoke with Vladimir Putin about possible peace terms for Ukraine, sending oil prices lower on expectations of increased supply. Later, Trump met Volodymyr Zelensky, again urging acceptance of territorial concessions for a ceasefire.

🛢️ Despite renewed tensions in the Middle East, crude oil was little changed as a new ceasefire took effect this morning.

🇯🇵 Bank of Japan hinted at possible further tightening if economic conditions improve, with its next meeting due at the end of October. The yen steadied around 150–151 per USD.

🇨🇳 China’s data were mixed:

• Retail sales +3.0% y/y (forecast 2.9%)

• Industrial production +6.5% y/y (forecast 5.0%)

• Fixed-asset investment -0.5% y/y

• Property investment -13.9% y/y

• GDP +4.8% y/y, slowing from 5.2% earlier

• Property prices -0.41% m/m – the sharpest fall in 11 months

🏗️ Goldman Sachs expects China’s rare-earth export controls to stay until 2028.

🇳🇿 New Zealand inflation rose to 3.0% y/y in Q3, matching forecasts but limiting prospects for further rate cuts.

💬 Markets enter the new week on cautious optimism — traders are watching how the banking sector, oil, and Asia-Pacific data shape global risk appetite.

📊 Stay tuned with NordFX for more daily insights and trading opportunities! 🚀

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🚀 CRYPTO NEWS OF THE WEEK — June 10-17 📈 Bitcoin clawed back from a sub-$60K dip to reclaim $65,000-$66,000 this week, as President Trump confirmed a US-Iran ceasefire deal reopening the Strait of Hormuz. Ethereum rebounded in tandem, climbing back above $1,800. 🐳 Spot Bitcoin ETFs snapped a 13-day, $4.4B outflow streak with fresh inflows mid-week. Strategy kept buying too, adding 1,587 BTC (~$100M) to push its treasury past 846,000 BTC. Whales pulled over 11,000 BTC off exchanges, a sign of renewed accumulation. 🔥 Top weekly gainers: Bittensor (TAO) +28%, Zcash (ZEC) +21%, WhiteBIT Coin (WBT) +20%. 🏛️ New Fed Chair Kevin Warsh ran his first FOMC meeting (June 16-17). Rates held at 3.50%-3.75%, as expected, with focus on the Fed's updated rate-path projections. 📜 US lawmakers introduced the Federal Cryptocurrency Theft Enforcement and Coordination Act on June 11, proposing a national task force to fight crypto hacks and fraud. 🕵️ Security researchers this week tied the $36M Humanity Protocol token theft to North Korean hackers, who used stolen developer credentials rather than a contract exploit. 🎉 Fun fact: A physical Bitcoin auction is going down this week, 120+ lots of rare Casascius and Lealana coins, a redeemed 10 BTC Casascius piece, and even the very first issue of Bitcoin Magazine. You really can collect Bitcoin like a baseball card. 🪙 🏦 Crypto Before the Fed: Why the Dot Plot Can Matter More Than the Rate Decision This week's rate hold was no surprise, almost everyone expected it. What actually moved markets was the Fed's "dot plot," the chart showing where officials see rates heading next. A steady median dot supports a "rates on hold through 2026" story crypto can rally on. Even one dot shifting higher signals a possible hike, a far bigger shock than any rate hold. The lesson for traders: the fine print often matters more than the headline. 📊

NORDFX Global

📊 NordFX Forex & Crypto Forecast | June 15–19, 2026 The week's game-changer: FOMC on Wednesday June 17 — Kevin Warsh's debut as Fed Chair. The dot plot moves markets, not the decision itself (97% chance of a hold at 3.50–3.75%). Plus the US–Iran deal wildcard — a signed MOU could gap Brent $5–6 lower before Monday's open. 👇 🔵 EUR/USD — 1.1578 Hawkish dot → 1.1440 | Iran deal → 1.1700+ Base case: 1.1500–1.1640 🛢 Brent — $87.33 Deal signed → $82–85 | Deal fails → $92+ The most binary trade of the week 🥇 Gold — $4,238.80 Still 27% up YoY despite the correction Base case: $4,100–$4,350 🥈 Silver — $67.97 5th consecutive weekly decline. Most vulnerable to a hawkish dot Base case: $65–$70 ₿ Bitcoin — ~$63,500 $5.4B in ETF outflows over 4 weeks. Fear & Greed: 8 (Extreme Fear) Neutral dot holds $62K–$66K | Hawkish → retest $60K 🔷 Ethereum — ~$1,665 CLARITY Act progress = strongest standalone upside catalyst Base case: $1,580–$1,750 🔍 Full analysis with key levels, support/resistance & baseline views: 👉 https://nordfx.com/market-news... #Forex #Crypto #Bitcoin #Ethereum #Gold #Silver #Brent #EURUSD #FOMC #MarketForecast #NordFX #Trading #WeeklyOutlook

NORDFX Global

🌅 NordFX Morning Update – June 19, 2026 🌏 Asia: Nikkei hit a fresh record for a fifth straight session (+0.8%, +8.5% this week); Kospi jumped 3.1% to a new high (+15.3% this week) as Strait of Hormuz shipping returns to normal. Japan's May core CPI held at 1.4% YoY – still below the BOJ's 2% target despite this week's hike to 1%. Hong Kong and mainland China are closed today for the Dragon Boat Festival. 💵 FX: The Dollar Index holds near 100.8 after touching a 1-year high Thursday on hawkish Fed bets under new Chair Kevin Warsh. EUR/USD ~1.1457, GBP/USD ~1.3202, USD/JPY ~161.1 – the yen near a 2-year low, keeping BoJ intervention risk in focus. 🛢️ Commodities: Oil extends its weekly slide – WTI ~$76, Brent ~$79.50 – as tankers resume normal Strait of Hormuz transit. Gold slipped 1% to below $4,180/oz; silver fell 2%, near $65. 📈 Stocks: US markets are closed today for Juneteenth. Wall Street closed Thursday at session highs – S&P 500 +1.08% (7,500.58), Nasdaq +1.91% (26,517.93) – led by Intel's 10.6% jump on an Apple chip-partnership report. ⚡ Watch today: thin holiday liquidity, yen intervention risk, and follow-through from the Strait of Hormuz reopening. 📊 Trade smart with NordFX!

NORDFX Global