Monday, February 23
- Economic: Global trade sentiment shifted following the U.S. Supreme Court (SCOTUS) ruling that struck down President Trump’s recent broad tariff policy as illegal. Markets are now monitoring the administration’s pivot to a new 15% global levy under Section 122.
- Stock Market: Asian and Indian markets (Sensex/Nifty) opened higher, fueled by relief in the banking and services sectors. Conversely, Japanese and Chinese markets were closed for holidays, resulting in lower regional liquidity.
- Crypto: The RWA Stablecoin London Summit kicked off, focusing on institutional tokenization with leaders from JP Morgan and BlackRock. Bitcoin remains consolidated around the $68,000–$70,000 range.
Tuesday, February 24
- Economic: Focus shifts to Japan with Tokyo CPI (February) data, a leading indicator for national inflation. In the U.S., the S&P/Case-Shiller Home Price Index and Consumer Confidence (February) will be released.
- Stock Market: Nvidia (NVDA) earnings and guidance are the primary focus for Wall Street today, serving as a pulse check for the global AI demand that has sustained the current bull cycle.
- Crypto: The “Bitcoin for Corporations” summit begins in Las Vegas, exploring BTC as a treasury reserve asset.
Wednesday, February 25
- Economic: The Eurozone releases final CPI (January) figures. In the U.S., all eyes are on the Federal Reserve’s Beige Book, which will provide a qualitative snapshot of economic conditions across the 12 districts.
- Stock Market: Earnings from Salesforce and Snowflake will further test the resilience of the enterprise software and cloud sectors.
- Crypto: Ethereum-focused discussions intensify as the market prepares for the EthCC conference circuit, with ETH currently hovering near support at $2,700.
Thursday, February 26
- Economic: A heavy data day for the U.S. with Durable Goods Orders and Jobless Claims. In Europe, Germany and France will release preliminary February inflation data, critical for the ECB’s next rate decision.
- Stock Market: Berkshire Hathaway and Baidu are expected to report results, offering a look into both diversified American industrial strength and Chinese tech recovery.
- Crypto: Focus on Solana (SOL) and XRP as fast-payment adoption narratives dominate developer forums. SOL is being closely watched near the $85 pivot.
Friday, February 27
- Economic: The most significant data day of the week. The U.S. Producer Price Index (PPI) will be released (expected +0.3% headline), providing insight into inflationary pressures at the factory level. Additionally, GDP figures for Canada, India, and Turkey are due.
- Stock Market: Expect volatility in the afternoon as the Chicago PMI and revised U. of Michigan Consumer Sentiment are released, potentially altering expectations for the Fed’s March meeting.
- Crypto: Weekly options expiry for BTC and ETH. The market is eyeing the $5,100 gold breakout as a potential signal for a “risk-on” rotation back into digital assets.
Weekend Outlook (Feb 28 – Mar 1)
The market will likely spend the weekend digesting the U.S. trade strategy shift. If the new 15% global tariffs are formally implemented without further legal delays, expect a defensive opening for the USD and a potential rally in “hard assets” like Gold and Bitcoin.
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