# PMI Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "PMI", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

J.P. Morgan's Global Market Strategy views the recent sharp sell-off in commodities as a healthy correction rather than a trend reversal, presenting a buying opportunity for metals while expecting further declines in energy. The divergence is driven by differing supply dynamics, despite supportive global demand from recovering manufacturing PMIs and expansionary fiscal policies. The firm remains structurally bullish on gold, viewing the pullback as healthy amid continued central bank buying (forecast at 800 tons this year) and investor diversification. It sees gold reaching $6,300/oz by year-end. While more cautious on silver due to its volatility, it expects support around $75-80/oz. Copper is also seen as a buy on dips, with potential for prices to exceed $15,000/t later this year due to anticipated supply tightness and strong demand. In contrast, the energy complex is expected to weaken. Oil prices are seen carrying a $7/barrel geopolitical premium from Iran tensions, which should fade. The report predicts global supply growth will outpace demand by threefold. Natural gas prices, which spiked on cold weather and low inventories, are already retreating as forecasts normalize.

marsbit02/09 05:23

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

marsbit02/09 05:23

Bitcoin Holds $78K Amid Signs Of Economic Recovery: Analysts

A surprise jump in the ISM Manufacturing PMI to 52.6 in January—indicating economic expansion—has sparked debate among analysts about Bitcoin’s next move. Some, like Joe Burnett of Strive, note that similar breakouts in 2013, 2016, and 2020 preceded major Bitcoin bull runs. The stronger data may signal a shift toward risk-on sentiment, potentially benefiting assets like Bitcoin. Bitcoin recently fell from over $125,000 to around $78,000, following liquidations and macro shocks. It has behaved more like a risk asset than a safe haven, correlating closely with tech stocks. While some see the dip as a buying opportunity, analysts are divided on the outlook—ranging from bullish year-end projections to warnings of further retracement. Uncertainty remains high, and Bitcoin’s path will depend on macro policy, ETF flows, and trader sentiment—not just a single economic indicator.

bitcoinist02/04 02:02

Bitcoin Holds $78K Amid Signs Of Economic Recovery: Analysts

bitcoinist02/04 02:02

Is altseason finally brewing? Only if THESE 2 indicators flip first

Hopes for an altcoin season in 2026 are building as investors look beyond Bitcoin, but conditions for a full altcoin rally are not yet firmly in place. Two key indicators need to flip first. The latest ISM Manufacturing PMI reached 52.6%, its highest in nearly 40 months, pushing U.S. manufacturing into expansion territory. Historically, altcoin rallies followed periods when ISM moved decisively higher, particularly above the 55 mark, as seen in 2017 and 2021. While current levels are below that threshold, a potential turning point may be emerging. However, Ethereum (ETH), a known harbinger of altseason, has closed in the red for 12 of the last 15 months, showing a prolonged stretch of weakness with uneven gains and frequent drawdowns. Sustained altseasons have almost always followed a clear and consistent uptrend in Ethereum. Furthermore, the Altcoin Season Index from CoinGlass was at 39, below the level that usually indicates a rotation away from Bitcoin. At the same time, Bitcoin dominance (BTC.D) remained high near 60% on the daily chart. Altseasons typically begin with a clear decline in BTC dominance as investors move down the risk curve, a shift that has not yet occurred. Overall, while altseason expectations are growing, they may be premature. Early macro signals are improving, but the market lacks a trigger for a true altseason, and capital remains firmly in Bitcoin.

ambcrypto02/03 17:02

Is altseason finally brewing? Only if THESE 2 indicators flip first

ambcrypto02/03 17:02

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