Tag Archives: cpi

From PMIs to CPI: The data that could make or break crypto’s rally

From PMIs to CPI: The data that could make or break crypto’s rally

In the current macroeconomic landscape of October 2025, the world finds itself in a precarious balancing act between fading momentum in major economies and the uncertain ripple effects of fiscal and monetary policy shifts. With the United States in the midst of a federal government shutdown that began on October 1, the usual flow of official economic data has been disrupted, leaving market participants increasingly reliant on private-sector indicators.

Among these, the flash Purchasing Managers’ Index (PMI) readings for October have assumed outsized importance. Scheduled for release during the week of October 20 across all major developed economies, these preliminary surveys offer the earliest glimpse into whether the modest growth seen in September can be sustained or whether deeper structural weaknesses are emerging.

The United States, long the standout performer among advanced economies, now faces growing scrutiny over the durability of its expansion. Although the Federal Open Market Committee delivered its first interest rate cut of the year in September, hopes that this would catalyse a renewed upswing are tempered by underlying vulnerabilities. The boost from tariff front-running appears to be waning, and growth remains disproportionately concentrated in financial services and technology sectors.

Compounding the uncertainty is the delayed release of official inflation data. The September Consumer Price Index (CPI), originally due earlier in October, is now expected on October 24, with forecasts pointing to a rise from 2.9 per cent to 3.1 per cent. However, recent PMI data have shown some easing in tariff-related cost pressures, suggesting that if this trend continues into October, it could presage a moderation in headline inflation in the months ahead.

Meanwhile, Europe presents a mixed picture. The eurozone recorded its fastest pace of business activity growth in 16 months in September, a promising signal that the bloc may be regaining some traction. Yet this momentum must be weighed against significant political headwinds, most notably the ongoing crisis in France, which risks undermining consumer and business confidence. In Germany, there is cautious optimism that fiscal measures could stimulate domestic demand, but the net effect on regional growth remains to be seen. The UK, for its part, is navigating a fragile recovery.

September’s PMI data indicated that the economic upturn had nearly stalled, accompanied by substantial job losses. On the inflation front, there is a glimmer of hope. Survey-based measures of price growth have moderated compared to the first half of the year, which should translate into softer official CPI figures in the coming months. Nevertheless, the August CPI reading stood at 3.8 per cent, with core inflation at 3.6 per cent, both well above the Bank of England’s two per cent target, leaving policymakers in a difficult position.

In Asia, mainland China’s economic slowdown has become more pronounced. According to a Reuters consensus, third-quarter GDP growth is expected to have decelerated to 4.8 per cent year-over-year, down from 5.2 per cent in the second quarter. This marks the weakest pace of expansion in a year, driven by a persistent property sector slump, ongoing trade tensions, and tepid domestic demand. The data underscores the challenges Beijing faces in meeting its full-year growth target of “around five per cent” and intensifies calls for more aggressive stimulus measures.

Against this complex macro backdrop, the cryptocurrency market has exhibited a characteristic blend of volatility and forward-looking speculation. Over the past 24 hours, the market has risen by 2.82 per cent, a rebound that appears to be fuelled more by anticipation than by concrete developments.

A key driver of this optimism is the positioning ahead of the delayed US CPI release. Traders are betting on a softer-than-expected inflation print, which could bolster the case for further Federal Reserve rate cuts and create a more favourable environment for risk assets. This sentiment is reflected in Bitcoin’s rising correlation with gold, which has climbed to +0.35, signalling a shared role as a safe-haven asset amidst geopolitical uncertainty.

A significant structural catalyst has also emerged from Japan. The country’s Financial Services Agency has proposed a landmark regulatory shift that would allow banks to hold and trade cryptocurrencies. This move, which follows initiatives like Mitsubishi UFJ’s stablecoin project, represents a major step toward mainstream institutional adoption.

Given Japan’s banking sector manages assets worth approximately US$5 trillion, this regulatory pivot could unlock a vast new pool of capital for the crypto ecosystem. This potential is further amplified by the yen’s persistent weakness, having depreciated by nine per cent against the US dollar year-to-date, which incentivises Japanese investors to seek alternative stores of value.

However, the market’s fragility is laid bare by the dynamics of leveraged trading. CoinGlass data reveals that over US$510 million in Bitcoin short positions are clustered above the US$112,000 price level, creating the potential for a powerful short squeeze if the price can sustain a breakout.

While funding rates have turned slightly positive, indicating renewed interest from leveraged longs, this optimism is counterbalanced by a stark reality. Spot Bitcoin ETFs in the United States experienced a staggering $1.23 billion in net outflows during the week ending October 17, the second-largest weekly outflow in history. This persistent capital flight from the most regulated and institutional-facing segment of the market suggests a deep-seated caution among traditional investors.

Sentiment indicators further validate this caution. The Crypto Fear & Greed Index currently sits at 30, firmly in the “Fear” territory. This level of anxiety, combined with the massive ETF outflows, acts as a powerful counterweight to the bullish narratives. The market is at a critical juncture.

A successful hold above US$110,000, followed by a break above the US$112,000 liquidation cluster, could trigger a powerful short squeeze and reignite a broader rally. Conversely, a failure to maintain this level could quickly reverse the recent gains and re-ignite the month-to-date downtrend, which currently stands at -7.1 per cent.

In conclusion, the current market environment is defined by a tension between hopeful macro speculation and sobering on-chain and fund flow realities. The flash PMI data will be a crucial barometer for the health of the real economy, while the delayed US CPI will be the immediate trigger for market direction.

Japan’s regulatory overture offers a long-term structural tailwind, but in the short term, the crypto market’s fate appears to hinge on the interplay between Fed policy expectations and the willingness of institutional capital to return to the space. Until the fear dissipates and ETF outflows reverse, any rally is likely to remain fragile and vulnerable to sharp corrections.

 

Source: https://e27.co/from-pmis-to-cpi-the-data-that-could-make-or-break-cryptos-rally-20251020/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

How CPI, retail sales, and Powell’s speech could shape Fed policy and market sentiment

How CPI, retail sales, and Powell’s speech could shape Fed policy and market sentiment

As we head into a pivotal week for the US economy and financial markets, a confluence of significant events is poised to shape expectations for Federal Reserve rate cuts and influence market sentiment in profound ways.

The upcoming release of Consumer Price Index (CPI) and retail sales data, Federal Reserve Chair Jerome Powell’s speech on Thursday, and ongoing US trade negotiations with China and the UK are all critical pieces of this puzzle.

I’ll analyse how these developments might unfold, their potential economic implications, and how they could sway both the Fed’s monetary policy decisions and the broader market mood. This analysis will weave together the latest economic indicators, policy signals, and geopolitical dynamics to provide a comprehensive view of what’s at stake.

The economic barometers: CPI and retail sales data

The CPI and retail sales figures due this week are among the most important economic releases, serving as key barometers of inflation and consumer spending, two pillars of the Fed’s dual mandate to maintain price stability and maximise employment. These data points will set the tone for how markets and policymakers interpret the health of the US economy.

The Consumer Price Index measures changes in the prices consumers pay for a basket of goods and services, making it a primary indicator of inflation. If this week’s CPI report reveals a higher-than-expected uptick in prices, it would suggest that inflationary pressures remain stubbornly persistent.

This could unnerve the Fed, which has been wary of easing monetary policy prematurely only to see inflation reaccelerate. A hot CPI print might push back expectations for rate cuts, as the central bank would likely prioritise keeping inflation in check over stimulating growth.

Conversely, a softer-than-anticipated CPI reading—indicating that price pressures are easing—could bolster the case for monetary easing, particularly if paired with signs of economic slowdown elsewhere. Investors are already on edge, with bond markets pricing in rate cuts as early as July, per the latest weekly recap, and the 10-year Treasury yield lingering near 4.38 per cent, reflecting uncertainty about the Fed’s next move.

Recent economic reports cited in the recap underscore that inflation has been trending upward in the US, adding complexity to the outlook. This trend aligns with concerns raised by Fed Chair Jerome Powell about the inflationary impact of President Trump’s tariff policies, which I’ll explore further in the trade section. For now, it’s clear that a high CPI number could reinforce the Fed’s cautious stance, while a lower one might give policymakers room to consider rate cuts sooner.

Retail sales: A window into consumer health

Retail sales data, which tracks consumer spending across various sectors, offers a direct glimpse into the strength of the US consumer—a driving force of economic growth. Robust retail sales would signal that households are still spending freely despite higher prices and borrowing costs, suggesting resilience in the economy.

Such strength could lessen the urgency for rate cuts, as the Fed might see no immediate need to juice up an already healthy consumer base. On the flip side, a disappointing retail sales report—showing consumers tightening their belts—would raise red flags about economic momentum, potentially tilting the Fed toward easing to support growth.

The weekly recap hints at consumer fragility, noting that Americans are beginning to feel the pinch of tariffs as ships carrying tariffed goods arrive. This could dampen spending, especially if paired with rising inflation. Powell has also flagged declining consumer sentiment tied to trade policy uncertainty, which could foreshadow weaker retail sales.

The interplay between these data points will be crucial: strong sales with high inflation might keep the Fed on hold, while weak sales with moderating inflation could pave the way for cuts.

Powell’s speech: Decoding the Fed’s intentions

Following the CPI and retail sales releases, Jerome Powell’s Thursday speech will be a linchpin event, offering markets a chance to parse the Fed’s thinking on monetary policy.

With the Fed holding rates steady for three consecutive meetings and highlighting “elevated risks” to both inflation and unemployment, Powell’s words will carry outsized weight.

Dovish or Hawkish signals?

Powell’s tone will be everything. A dovish slant—where he expresses concern about economic slowdown or signals that inflation is under control—could ignite expectations for rate cuts, lifting equities and easing bond yields. Markets would interpret this as a green light for monetary support, especially if the week’s data leans soft.

However, a hawkish stance—emphasising persistent inflation or the need for sustained tightness—might temper those hopes, suggesting that rates will stay higher for longer. This could pressure stocks, already struggling near technical resistance levels (S&P 500 down 0.5 per cent, Nasdaq off 0.3 per cent, Dow down 0.2 per cent last week), and push yields upward.

Powell’s recent rhetoric offers clues. He’s underscored the Fed’s cautious, data-dependent approach, wary of acting too soon amid trade-driven uncertainties. The recap notes his focus on tariff-related risks, which could simultaneously hike inflation and slow growth—a stagflationary bind that complicates rate decisions.

How is the UK-US trade deal shaping cryptocurrency and stock market trends?

If Powell doubles down on this narrative Thursday, he might signal that the Fed is in a holding pattern, waiting for clearer evidence before pivoting. This wait-and-see posture could leave markets in limbo, amplifying volatility as traders grapple with mixed signals.

Trade talks: Tariffs, supply chains, and economic ripple effects

The US trade negotiations with China and a limited deal with the UK inject another layer of uncertainty into this week’s outlook. These talks could either mitigate or exacerbate pressures on inflation, growth, and market sentiment, depending on their outcomes.

US-China trade dynamics

The US-China trade saga has been a rollercoaster, with tariffs already disrupting supply chains and raising costs. Progress in this week’s talks—say, a rollback of tariffs or a broader agreement—would be a boon, easing inflationary pressures by lowering input costs and boosting business confidence.

This could reduce the need for Fed intervention, supporting growth organically and lifting market sentiment. Stocks might rally, and risk assets like Bitcoin (recently at US$104,077) could see further gains as uncertainty fades.

But the flip side is grim. If talks falter or new tariffs emerge, it would amplify the economic headwinds Powell has flagged. Higher costs would fuel inflation, while disrupted trade could crimp growth—echoing the stagflation fears he’s voiced.

The recap ties this directly to consumer impacts, noting tariffed goods hitting US shores. This scenario might nudge the Fed toward rate cuts to offset a slowdown, though persistent inflation could tie its hands. Markets would likely sour, with equities sliding and safe-haven flows propping up yields or crypto.

UK seal: Limited but symbolic

The limited UK trade deal raises questions about tariff relief and supply chain benefits. While less consequential than a China breakthrough, it could still ease costs for specific sectors, offering a modest tailwind.

However, its impact might be overshadowed by the China talks’ broader stakes. Powell’s focus on trade policy as a whole suggests the Fed will weigh these developments collectively, not in isolation.

Market sentiment: A week of reckoning

Markets are at a crossroads, with stocks pausing near resistance and investors bracing for this week’s catalysts. The S&P 500, Nasdaq, and Dow’s recent dips reflect caution, while Bitcoin’s climb past US$100,000 and Ethereum’s rally (up 37.14 per cent last week to US$2,600) hint at risk-on bets amid uncertainty. But sentiment hinges on how these events play out.

Scenarios and reactions

A “Goldilocks” outcome—moderate CPI, solid retail sales, dovish Powell, and trade progress—could spark a rally, with rate cut odds firming up for July and equities breaking resistance. Yields might dip as bonds gain favour, and crypto could ride the wave.

But a stagflationary mix—high CPI, weak sales, hawkish Powell, and trade tensions—might tank stocks, lift yields, and drive volatility. A middle ground, with mixed data and a noncommittal Fed, could keep markets range-bound, prolonging the wait for clarity.

Broader context: Trump’s policies and crypto

The recap’s nod to Trump’s Executive Order slashing drug prices (set for May 12, 2025) adds a wildcard. Early market reactions—Pfizer down 3.2 per cent, Johnson & Johnson off 2.8 per cent, XLV ETF dropping 1.9 per cent—suggest sectoral pressure that could spill over, nudging investors toward alternatives like Bitcoin and Ethereum (up 1.5 per cent and 1.2 per cent post-announcement).

Crypto’s resilience amid this, plus Ethereum’s Petra upgrade boosting scarcity, underscores its growing role as a sentiment barometer.

My view: A tense balancing act ahead

In my view, this week’s events will test the Fed’s resolve and market nerves. I expect CPI to come in slightly above consensus, reflecting tariff-driven price pressures, while retail sales hold steady but show early cracks from consumer caution.

Powell will likely strike a balanced tone, acknowledging risks but avoiding firm commitments—keeping rate cut bets alive but distant. Trade talks with China might yield incremental progress, though not enough to shift the tariff burden significantly, while the UK deal offers symbolic relief.

This mix suggests the Fed will stay pat for now, with rate cuts more likely in late 2025 unless growth falters sharply. Markets could seesaw—equities dipping on inflation fears, then recovering if Powell soothes nerves, while crypto holds firm as a hedge.

The bigger story is the Fed’s tightrope walk: tariffs and inflation threaten its mandate, but robust data might delay easing. Investors should buckle up for a bumpy ride as these forces collide.

 

Source: https://e27.co/how-cpi-retail-sales-and-powells-speech-could-shape-fed-policy-and-market-sentiment-20250512/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

Global markets in flux: Tariffs stir the pot, CPI cools the heat

Global markets in flux: Tariffs stir the pot, CPI cools the heat

Key points:

  • U.S. 25% tariffs on steel and aluminum, effective March 12, 2025, sparked EU and Canadian retaliation, escalating trade tensions. This tit-for-tat war injects uncertainty into fragile global risk sentiment, reminiscent of a high-stakes chess game shifting power with each move.
  • U.S. February CPI rose 0.2% month-on-month, 3.1% year-on-year, below expected 0.3% and 3.2%, easing stagflation fears. S&P 500 gained 0.5%, Nasdaq 1.2%, and VIX fell to 24.23, as softer inflation lifted risk sentiment despite tariff-driven cost concerns.
  • The 10-year U.S. Treasury yield rose 3.3 basis points to 4.312%, 2-year up 4.3 to 3.987%, narrowing the spread to 32.6 basis points. This shift hints at growth worries, but also a Fed pause on rate cuts, guided by data.
  • Europe’s DAX surged 1.6% despite tariff fears, while ECB’s Lagarde warned of inflationary shocks. Canada cut rates to 2.75%, bracing for a “new crisis” as U.S. tariffs threaten its export-heavy economy, showing resilience and vulnerability in equal measure.
  • Bitcoin rose 1.8% to $83,511.6, but recession and trade war fears linger. Ethereum’s ETH/BTC fell 1.5% to 0.022, RSI at 23.32, signaling a persistent downtrend. Crypto reflects broader risk asset struggles amid global uncertainty.
  • Tariffs could spike steel prices 10-20%, raising costs, offset by softer CPI and Fed stability. Gold up 0.6%, Brent crude 2%, yet global risk sentiment teeters between trade war risks and hope for stabilization as central banks adapt.

 

The situation today feels like a high-stakes chess game, with each move—whether it’s a tariff imposition or a central bank decision—shifting the balance of power and sentiment. The escalation of trade tensions, sparked by the US’s imposition of 25 per cent tariffs on all steel and aluminium imports effective March 12, 2025, has sent shockwaves through global risk sentiment, and it’s a story worth unpacking in detail.

Let me offer my perspective on what’s happening, grounded in the facts and data at hand, and explore what this means for markets, economies, and even the average person watching from the sidelines.

The US tariffs, which hit the ground running yesterday, mark a bold escalation in President Donald Trump’s trade agenda. This isn’t a new playbook—during his first term, Trump levied similar duties on steel and aluminium in 2018, only to later exempt Canada and Mexico in 2019 after negotiations.

This time, though, the scope feels broader and the rhetoric sharper. The immediate retaliation from the European Union, with plans for tariffs on €26 billion (US$28.3 billion) of American goods, and Canada’s counterpunch of US$21 billion in tariffs on US exports, signal that trading partners aren’t backing down.

This tit-for-tat dynamic is classic trade war territory, and it’s injecting a heavy dose of uncertainty into an already fragile global risk sentiment. From my vantage point, it’s clear that markets are wrestling with two competing forces: the fear of economic disruption and the hope that cooler heads—or at least softer data—might prevail.

Take the US February CPI data released yesterday, for instance. It came in at +0.2 per cent month-on-month and 3.1 per cent year-on-year, undercutting expectations of 0.3 per cent and 3.2 per cent, respectively. The softer print, driven largely by weaker services inflation, was a sigh of relief for investors who’ve been jittery about stagflation—a toxic mix of stagnant growth and rising prices.

In a world where Trump’s tariffs could easily stoke inflation by driving up the cost of imported goods, this data offered a counter-narrative: maybe price pressures aren’t as relentless as feared. The market reaction was telling. The S&P 500 climbed 0.5 per cent, buoyed by mega-cap tech stocks that have become the darlings of this volatile era, while the Nasdaq jumped 1.2 per cent.

The VIX, often dubbed Wall Street’s “fear index,” slid to 24.23 from 26.92, marking its second day of easing. It’s not a full-on celebration—24.23 is still elevated compared to calmer times—but it’s a sign that the CPI data gave risk sentiment a much-needed lift.

Yet, beneath the surface, the bond market told a slightly different story. The 10-year US Treasury yield ticked up 3.3 basis points to 4.312 per cent, while the 2-year yield rose more sharply by 4.3 basis points to 3.987 per cent. This narrowed the yield spread between the two to 32.6 basis points, a subtle shift that hints at shifting expectations about growth and inflation.

Typically, a narrower spread can signal concerns about economic slowdown, but in this case, it might also reflect a market pricing in the Fed’s likely pause on rate cuts. The softer CPI didn’t dismantle the narrative of a patient Federal Reserve, which has been signaling it’s in no rush to ease policy further unless growth takes a serious hit. For now, the Fed seems content to let the data guide its hand, and investors are hanging on every number.

Across the Atlantic, Europe’s response to the tariff saga has been a mix of resilience and defiance. The DAX surged 1.6 per cent, leading a broader recovery in European indices that had been battered by tariff fears earlier this week. It’s a fascinating contrast: while the EU is gearing up to hit back at the US, its markets are finding some footing, perhaps buoyed by the US inflation reprieve and a sense that trade fragmentation, while disruptive, isn’t an immediate death knell.

ECB President Christine Lagarde’s comments yesterday added another layer to this narrative. She warned that large shocks—like these tariffs—could amplify inflationary risks and lead to “more disruptive relative price changes.” It’s a sober reminder that Europe isn’t just a bystander in this trade war; it’s a player with its own vulnerabilities, especially given its export-driven economies like Germany.

Meanwhile, in Canada, the Bank of Canada (BoC) made its move, trimming its key policy rate by 25 basis points to 2.75 per cent, right on cue with market expectations. But the tone from the BoC was anything but routine. Governor Tiff Macklem didn’t mince words, cautioning about “a new crisis” as the central bank braces for the fallout from US tariffs. Canada, which sends about 75 per cent of its exports to the US, is uniquely exposed here.

Steel and aluminium tariffs could hammer its industrial sector, and the ripple effects—think weaker growth, a softer loonie, and higher import costs—could test the BoC’s resolve. From my perspective, this rate cut feels like a preemptive strike, a way to cushion the economy against what’s coming. But Macklem’s crisis talk suggests the bank knows it might need to do more if the trade war digs in.

Then there’s the crypto angle, which adds a wild card to this already complex picture. Bitcoin climbed 1.8 per cent to US$83,511.6 early today, catching a tailwind from Wall Street’s overnight rebound. It’s a modest recovery from its weakest levels this year, but the bigger story is what’s holding it back: recession fears and trade war jitters. Trump’s tariffs, now in effect, and his promise of reciprocal duties by April 2—potentially targeting Europe with even higher rates—keep markets on edge.

The idea that these policies could choke global trade, juice US inflation, and tip the economy into recession isn’t just theoretical; it’s a scenario traders are pricing in. Trump and his team have brushed off these concerns, framing any turbulence as a necessary growing pain for their agenda. But their flip-flopping—like granting Canada and Mexico a temporary reprieve on some tariffs—only fuels the uncertainty.

Ethereum’s story is even bleaker. The ETH/BTC pair, which measures Ether’s strength against Bitcoin, slumped over 1.5 per cent to 0.022, its lowest since May 2020. That’s part of a brutal multi-year slide—down more than 85 per cent from its 2017 peak of 0.156. The two-week ETH/BTC chart shows the relative strength index (RSI) at a record low of 23.32, deep in oversold territory.

Normally, an RSI below 30 hints at a potential bounce, but Ether’s relentless decline suggests the downtrend has legs. As a journalist, I see this as a microcosm of broader market dynamics: risk assets, even speculative ones like crypto, are struggling to find solid ground amid all this noise.

Stepping back, what strikes me most is the interplay between fear and hope in these markets. The US tariffs are a tangible threat—steel and aluminium prices could spike 10-20 per cent based on 2018 precedent, jacking up costs for everything from cars to construction. Jobs might tick up in those sectors, but downstream industries could bleed positions as costs rise.

Canada’s retaliation, targeting US$21 billion in US goods, and the EU’s US$28.3 billion counterstrike, amplify the stakes. Yet, the softer US CPI and the Fed’s steady hand offer a counterweight, a glimmer that maybe this won’t spiral into chaos. Gold’s 0.6 per cent uptick reflects safe-haven buying, but Brent crude’s 2 per cent jump on gasoline demand shows there’s still some economic pulse out there.

We’re in a precarious moment. Global risk sentiment is fragile because it’s caught between real economic risks and the faint hope of stabilisation. Trump’s tariffs could be a negotiating tactic—he’s hinted at flexibility before—but if they stick, the damage could be profound. Central banks like the BoC and ECB are on high alert, ready to adapt, but their tools might not be enough if trade fragmentation deepens. For investors, it’s a tightrope walk: chase the rallies in tech or hunker down with gold and bonds.

“For the rest of us, it’s a waiting game—watching how this chess match plays out, move by unpredictable move.” — Anndy Lian

 

 

 

Source: https://e27.co/global-markets-in-flux-tariffs-stir-the-pot-cpi-cools-the-heat-20250313/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j