Trade policy and inflation lead the calendar. Tariff reaction, Nvidia earnings, and PPI sit at the center. There are also 11 Fed speaker events this week, keeping rate messaging active.
🔴Monday
- Markets React to Trump’s 15% Global Tariff
Tariff escalation directly impacts global trade expectations and inflation assumptions. Equity indices and FX are likely to price growth risk first, with rates reacting to any inflation spillover.
🔴 Tuesday
- February Consumer Confidence data - Trump State of the Union Speech
Consumer confidence reflects household sentiment and spending outlook. A weak print signals demand risk. The State of the Union carries policy and trade headline risk. Markets will parse fiscal stance and tariff direction.
🔴 Wednesday
- Nvidia $NVDA earnings
Nvidia remains a core AI and semiconductor sentiment driver. Guidance on demand and margins can spill into the broader tech complex and index positioning.
🟡 Thursday
- Initial Jobless Claims
Claims provide a trend check on labor stability. Sustained moves matter more than a single week.
🔴 Friday
- January PPI Inflation data
PPI feeds into future CPI expectations and margin pressure assumptions. Core components matter most for rate pricing.
Main focus: Early-week tariff reaction and Wednesday’s Nvidia earnings, with PPI anchoring inflation risk into the close.
🪙 Bitcoin mining difficulty jumps 15%, posting record absolute increase as hashrate rebounds after US winter storm
Bitcoin mining difficulty has risen 14.7% to 144.4 trillion, marking a record absolute increase as hashrate rebounded following widespread weather-related curtailments across the US.
⚡️Pineapple Financial just announced additional open-market purchases of $INJ, doubling down on its Injective-focused treasury strategy in public markets. $INJ $BTC $ETH #BitcoinDunyamiz #btc70k #BTC走势分析 #bitcoin #AI
🇷🇺 Russia's Central Bank is thinking about a Russian Stablecoin
Russia’s central bank is reportedly exploring the research and potential launch of a Russian stablecoin — and this could reshape how the country handles cross-border payments and digital finance.
If launched, it would likely be:
🔹️Pegged to the Russian ruble
🔹️Issued or tightly regulated by the central bank
🔹️Designed for cross-border settlements
🔹️A tool to reduce reliance on Western financial systems
Russia has already been working on the digital ruble (CBDC). A stablecoin layer could complement that strategy — especially for international trade and energy settlements. $BTC $ETH $BNB #BitcoinDunyamiz #btc70k #BTC走势分析 #bitcoin #AI
🤖 Atlas learned to flip — after crashing first Boston Dynamics released footage of Atlas nailing a run-up roundoff into a backflip, plus the wipeouts along the way. Real training, real falls. It’s the final stress test of the research Atlas. The secret sauce is zero-shot transfer: train in simulation, deploy to hardware without tuning. Hence the flips—and the natural gait. Production Atlas is coming: 56 DoF, tactile hands. Hyundai plans factory deployment by 2028, assembly tasks by 2030. #BitcoinDunyamiz #BTC走势分析 #btc70k #bitcoin #AI
🌦 Nvidia brings AI weather forecasting to the big leagues Nvidia unveiled Earth-2, an AI platform that predicts weather by learning data patterns instead of simulating physics — often faster and more accurate. It includes 14-day forecasts, 6-hour nowcasts for storms, and rapid data assimilation. Fully open-source, ready for governments and businesses. Energy traders, insurers, agriculture, logistics — if weather moves your market, this matters.
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