🚨 MARKET SHIFT ALERT — GLOBAL EQUITIES COOL, BUT MACRO SIGNALS COULD IGNITE THE NEXT CRYPTO MOVE
Unilever shares slipped as the company moves ahead with its ice-cream business demerger, while Vodafone finally found momentum after a long decade of declines. Defence and mining stocks kept the FTSE 100 slightly in the green — pushing its 2025 gain to 18.2%, backed by a solid dividend yield.
Across the Atlantic, US markets are moving in a slow but steady rhythm. The latest PCE inflation numbers showed 2.8% core inflation, just under expectations, keeping the market confident about a 0.25% Fed rate cut this week. Investors are now watching the Fed’s 2026 outlook closely — multiple cuts are still pencilled in.
Netflix also dominated headlines after agreeing to acquire WBD’s film and streaming assets for $72B, though regulatory scepticism weighed on its stock.
🌏 Asia stays mixed — tensions between China and Japan resurfaced, Japan’s economy contracted by 2.3%, but China’s strong export rebound (especially EVs, robotics, rare earths) added optimism.
💠 What this means for crypto:
A cooling inflation outlook + expected rate cuts = more liquidity, more risk appetite, and potential upside for major crypto assets. Crypto remains sensitive to macro signals, and current conditions are leaning slightly risk-on.
Market mood: Bullish bias building — but waiting for the Fed.$BTC
