📊 Morning Market Up...NORDFX Global님의 글

29 Jul 2025, 14:03 · Views 67

📊 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 Guide: How to Prepare a Trading Plan for a High-Impact June Calendar June 2026 is one of the most event-dense months of the year - and markets are already on edge. Middle East conflict pushing energy prices higher, US inflation at 3.8% YoY, and trade policy in constant legal flux. Volatility is already here. Here's how to plan around the biggest dates. 👇 🔴 Mark These Dates June 5 - US Non-Farm Payrolls. 115K jobs added in April, unemployment at 4.3%. A soft print could hit the dollar hard. June 10 - US CPI. Inflation at 3.8% YoY lands just one week before the Fed. A surprise in either direction will be explosive. June 11 - ECB decision. After holding at 2.0% in April, markets price a 25bps hike driven by rising energy inflation. EUR pairs front and center. June 16-17 - FOMC decision. Fed held at 3.50-3.75% since March. A projection meeting - the dot plot alone will move markets. June 18 - Bank of England. Rates at 3.75%, UK CPI at 3.3%. Watch GBP. June 16 - Bank of Japan. JPY volatile around any policy signal - dangerous overlap with the FOMC. 📊 The Bigger Picture The US 15% global tariff expires July 24 and is already in court. June is when markets start pricing what comes next. The Middle East conflict continues disrupting energy supply. Every trade now carries a geopolitical premium. ✅ Your 5-Step June Plan Load the calendar - six potential market-movers in under three weeks. Pick your pairs - USD, EUR, GBP, JPY all have direct catalysts this month. Set pre-event rules - trade the release or wait for the dust to settle? Size down before high-impact events unless your strategy is news-based. Review each outcome - the gap between forecast and actual is where opportunity lives. June rewards traders who plan. Don't wing it. 💡 Open your account and trade the volatility 👉 https://my.nordfx.com/en/regis...

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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 Morning Update - May 28, 2026 🇺🇸 Wall Street closed Wednesday at fresh all-time highs. The Dow gained 0.36% to a record 50,644, the S&P 500 edged up 0.02% to a record 7,520, and the Nasdaq added 0.07% to 26,674. The session's driving force: WTI crude tumbled over 5% to ~$88.39/bbl after Iranian state TV reported a draft framework for restoring Strait of Hormuz traffic - swiftly dismissed by the White House as "a complete fabrication." 🌏 Asia is pulling back this Thursday morning. Japan's Nikkei 225 is down 0.76%, South Korea's Kospi slips 0.29% after Wednesday's record-setting surge of +2.52%, and Australia's ASX 200 falls 0.75%. Sentiment soured as US-Iran negotiations remain deadlocked - Tehran is demanding sovereign control of the Strait of Hormuz and the right to keep its nuclear program, conditions Washington calls unacceptable. US futures are nearly flat: Dow futures +49 pts, S&P and Nasdaq hovering near the flatline. 💱 Forex: EUR/USD ~1.1620 | GBP/USD ~1.3430 | USD/JPY ~159.45. The dollar holds firm near one-month highs against the yen, keeping rate-cut expectations under pressure. The pound is near weekly lows, weighed down by both a firm dollar and domestic political uncertainty. 🥇 Gold is trading around $4,457/oz, stabilizing after a 2% plunge on Wednesday to near two-month lows. Rising inflation concerns linked to the ongoing Strait of Hormuz closure continue to cap safe-haven demand. Oil (Brent) is rebounding to ~$96.30/bbl (+2.1%) this morning as peace deal optimism fades. ₿ Bitcoin is around $75,140, down ~1%, consolidating near key $75,000 support. 📊 Watch today: US Q1 GDP data and initial jobless claims are due. The key event of the week - the April PCE inflation print - arrives Friday. #NordFX #Forex #Gold #Oil #Bitcoin #Markets #Trading #MorningUpdate

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📊 NordFX Weekly Forecast | June 1–5, 2026 Markets are on edge — and this week decides the direction. 🔥 Here's what's moving: 💶 EUR/USD – 1.1660 | Range 1.1580–1.1720. ECB hike priced for June 11 — the euro has a floor. 🛢️ Brent – $91.12 | Down 17% in May. Trump's Iran MOU signature = the trade of the week. Deal signed → $85. Deal collapses → $100. 🥇 Gold – $4,593 | Recovering after hitting $4,370 mid-week. Cautiously bullish above $4,500. Long-term targets: $5,400–$5,900. 🥈 Silver – $76.17 | Best performer in May (+3.1%). Industrial demand from solar & AI keeps the floor firm. ₿ Bitcoin – $73,565 | 9-day ETF outflow streak, –5% on the week. Key support: $70,000–$72,000. 200-day EMA at $82,000 is the bull target. 🔷 Ethereum – $1,992 | Broke below $2,000. Watching $1,850 as next support. CLARITY Act = the wildcard. 🗓️ Big week ahead: Mon — ISM Manufacturing PMI Wed — ADP + ISM Services PMI Fri — 🚨 US Nonfarm Payrolls (the market mover) 👉 Full analysis, key levels & baseline views for all 6 instruments: https://nordfx.com/market-news... #NordFX #ForexForecast #Forex #Gold #Bitcoin #Ethereum #Silver #Brent #CryptoForecast #NFP #Trading #ForexTrading #MarketAnalysis

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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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