Global Markets Hit NEW All-Time Highs! đ
S&P 500 futures +0.3% â Another record
Europe Stoxx 600 â Fresh ATH
MSCI All Country World Index â Peaked
Whatâs driving it? 2 big reasons:
1. US-Iran deal hope â Strait of Hormuz to reopen â Oil flows resume â Brent crude dumped 5.3% to $80
2. AI Trade is BACK â Chipmakers pumping again
Gold +2.1% to $4,163 â Safe haven still strong
Treasuries steady â Rate-hike fears cooling
Jeffries says: As long as oil stays $75-$80 + earnings solid + liquidity ample = perfect backdrop for risk assets rally
Saxo Markets says: 3 pressures â AI spending fear, bond yields, oil price â All easing at once!
Caution: SpaceX -7.5% after high AI spending, AMD -9% on weak outlook. But Semiconductor Index +15% from bottom, +42% YTD!
What this means for crypto? Risk-on is back â $BTC loves this setup!
Are you bullish now?
XAUUSDT +2.52%
CLUSDT -6.28%
$BTC
đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©
S&P 500 futures +0.3% â Another record
Europe Stoxx 600 â Fresh ATH
MSCI All Country World Index â Peaked
Whatâs driving it? 2 big reasons:
1. US-Iran deal hope â Strait of Hormuz to reopen â Oil flows resume â Brent crude dumped 5.3% to $80
2. AI Trade is BACK â Chipmakers pumping again
Gold +2.1% to $4,163 â Safe haven still strong
Treasuries steady â Rate-hike fears cooling
Jeffries says: As long as oil stays $75-$80 + earnings solid + liquidity ample = perfect backdrop for risk assets rally
Saxo Markets says: 3 pressures â AI spending fear, bond yields, oil price â All easing at once!
Caution: SpaceX -7.5% after high AI spending, AMD -9% on weak outlook. But Semiconductor Index +15% from bottom, +42% YTD!
What this means for crypto? Risk-on is back â $BTC loves this setup!
Are you bullish now?
XAUUSDT +2.52%
CLUSDT -6.28%
$BTC
đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©đ€©