asia

#ranRejectsSecondRoundTalks
#Geopolitics #Asia
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👽✌🏻​La reciente confirmación de una agenda de integración económica más profunda entre China 🇨🇳, Japón 🇯🇵 y Corea del Sur 🇰🇷 no es solo un titular sensacionalista; es un movimiento tectónico en el orden financiero global que los inversores de activos digitales deben monitorear. 📉📌

​🔍 El Análisis Técnico-Económico:

​Desafío al bloque del Dólar (USD): 💵 Una integración comercial más sólida en Asia acelera la tendencia de "desdolarización". A medida que estos países faciliten el comercio en sus propias divisas, el papel del dólar como reserva mundial enfrenta presión, lo que históricamente ha sido un catalizador para Bitcoin como activo de refugio alternativo. 🛡️₿

​Cadenas de Suministro y Tecnología: ⚙️ Estos tres países controlan el corazón de la fabricación de semiconductores y hardware minero. Cualquier alianza que optimice sus exportaciones asegura la infraestructura tecnológica que sostiene a la industria blockchain.

​Liquidez Global: 🌊 Históricamente, cuando Asia fortalece su comercio interno, la liquidez en la región aumenta. En mercados previos, hemos visto que una mayor liquidez asiática suele filtrarse hacia el mercado de altcoins y BTC.

​📈 Perspectiva de Mercado:

​Más allá de los titulares sobre "romper el orden mundial", estamos viendo la creación de un bloque que representa casi el 25% del PIB global. Para el mercado cripto, esto significa un cambio en el centro de gravedad del trading: ⚖️

​Soporte Fundamental: La estabilidad económica de este bloque puede actuar como un suelo para los mercados de riesgo en momentos de alta volatilidad en Occidente. 🧱

​Tendencia: Una mayor autonomía económica de China 🇨🇳, Japón 🇯🇵 y Corea del Sur 🇰🇷 podría llevar a regulaciones locales más claras y masivas para el uso de activos digitales en el comercio transfronterizo. 🤝

​Conclusión: No es el fin del mundo, es el inicio de una nueva arquitectura financiera. La pregunta para nosotros no es si el orden cambiará, sino qué tan rápido fluirá ese capital hacia activos descentralizados. 🚀
$BTC

$FIL

Asian equities saw modest gains on Thursday, while European index futures pointed to a positive opening. The U.S. dollar weakened to its lowest level in three years, and U.S. Treasury yields fell — all amid anticipation of Friday’s U.S. employment report and a major $3.3 trillion U.S. spending bill.

🔹 Traders Await Key Labor Data and Budget Approval

As investors anxiously await the latest U.S. job market figures, attention is also focused on the proposed $3.3 trillion budget package. This could significantly influence the Federal Reserve’s (Fed) next policy steps, especially regarding interest rate cuts.

🔹 Trump’s Trade Deal With Vietnam Boosts Sentiment

Markets responded positively to news of a fresh trade agreement between the U.S. and Vietnam. The deal includes a 20% U.S. tariff on Vietnamese imports, while Vietnam will impose zero tariffs on American goods. This has also sparked hopes of a similar deal with India.

🔹 Mixed Sentiment Across Asian Markets

▪ The MSCI Asia-Pacific Index (excluding Japan) rose 0.2%, nearing a four-year high.

▪ Tokyo’s Nikkei remained flat, while China’s CSI 300 rose 0.2%.

▪ In contrast, Hong Kong’s Hang Seng fell 0.6% after data showed China’s services sector grew at its slowest pace in nine months.

🔹 European Markets Set for Higher Open

▪ U.K.’s FTSE 100 futures rose 0.3%

▪ Germany’s DAX and France’s CAC 40 both added 0.2%

▪ Italy’s FTSE MIB gained 0.15%
In the U.K., markets digested a tense parliamentary moment when Finance Minister Rachel Reeves appeared visibly emotional during a welfare debate. Prime Minister Keir Starmer later offered his support.

🔹 Pressure Mounts on Fed to Cut Rates

Tomorrow’s U.S. labor data may heavily influence the Fed’s next move. IG analysts warn that unemployment could spike to 4.4% — the highest since October 2021 — raising the likelihood of a July rate cut to around 70%. However, futures markets currently price in only a 25% chance of a July cut.
Donald Trump once again criticized the Fed’s inaction, urging a rate cut from the current 4.25–4.50% range down to 1% to stimulate the economy before the elections.

🔹 Dollar Weakens, Euro and Pound Gain

The dollar index dropped to its lowest level in three years. The euro climbed to $1.1807, nearing Tuesday’s four-year high of $1.1829, while the British pound recovered 0.8% of recent losses.

🔹 Commodities: Oil Slips on Iran Tensions

U.S. crude oil fell 0.4% to $67.20 per barrel, and Brent crude dipped 0.4% to $68.84. This came after a 3% overnight rally driven by reports that Iran halted cooperation with the UN nuclear watchdog, stoking geopolitical concerns and fears of slowed global demand.

#Asia , #stockmarket , #FederalReserve , #usd , #WallStreetNews

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