Streetbeat News

Macroeconomic

XRP

The crypto market experienced significant developments this week, including the US Federal Reserve maintaining interest rates, potential resolution of the XRP lawsuit, and Pi Network's token unlock causing market speculation.

Portfolio Pulse from

March 23, 2025 | 6:15 am

IBIT

BlackRock's head of digital assets, Robert Mitchnick, is challenging the narrative of Bitcoin as a risky asset. The firm has launched the IBIT ETF, which reached $10 billion in weeks, and integrated Bitcoin into model portfolios with a 1-2% allocation. Mitchnick argues that Bitcoin's fundamentals - algorithmic scarcity, decentralization, and lack of state sovereignty - make it more akin to digital gold than a speculative tech stock.

Portfolio Pulse from

March 23, 2025 | 6:15 am

FXY

The USD/JPY exchange rate has been experiencing significant volatility due to multiple factors: the US dollar index sell-off, divergent monetary policies between the Federal Reserve and Bank of Japan (BoJ), rising Japanese inflation, and potential trade tensions. The currency pair has formed a bearish 'death cross' technical pattern, suggesting potential further depreciation of the USD against the Japanese yen.

Portfolio Pulse from

March 23, 2025 | 5:30 am

AAPL

AMZN

CRM

NVDA

The Dow Jones index has experienced significant volatility in 2025, dropping from a peak of $45,090 to around $42,000. Top technology stocks like Salesforce, NVIDIA, Amazon, and Apple are underperforming due to concerns about AI sector slowdown, potential Trump-era tariffs, and slowing growth prospects.

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March 23, 2025 | 4:45 am

PEYUF

The North American natural gas market is experiencing significant changes driven by two key factors: expanding LNG export capacity and increasing electricity demand from AI data centers. LNG Canada and new U.S. Gulf Coast terminals are expected to boost natural gas demand, potentially creating favorable market conditions for gas producers like Peyto Exploration & Development.

Portfolio Pulse from

March 23, 2025 | 4:00 am

EW

XLV

The article highlights a market shift in 2025, with Healthcare sectors gaining momentum after previous underperformance. Edwards Lifesciences (EW) is specifically mentioned as having potential for double-digit top line and earnings per share (EPS) growth, signaling positive market expectations.

Portfolio Pulse from

March 23, 2025 | 4:00 am

BTCUSD

Chinese economist Zhang Ming argues that U.S. dollar-pegged stablecoins are strengthening the dollar's global role by facilitating easier digital cross-border transactions. Despite the rise of cryptocurrencies, stablecoins have grown from $40 billion to $120 billion in value, potentially challenging traditional international payment systems.

Portfolio Pulse from

March 23, 2025 | 3:45 am

ARCB

The article discusses ArcBest Corporation's performance amid current market challenges, including trade tensions, inflation, and potential recession risks. While the broader market faces significant headwinds, the analysis suggests the company might be well-positioned to weather these economic uncertainties.

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March 23, 2025 | 2:45 am

^DJI

^GSPC

^IXIC

Julian Emanuel from EVERCORE ISI suggests the current market volatility, driven by concerns over Trump's tariff policies and economic recovery, should not deter investors. He believes the bull market remains intact and market downturns present strategic buying opportunities for investors.

Portfolio Pulse from

March 23, 2025 | 12:30 am

BTCUSD

Bitcoin is showing signs of potential market volatility with rising exchange whale ratio and increased put options demand. Large holders are moving assets to exchanges, and options traders are seeking downside protection, suggesting a possible price correction ahead. Macroeconomic factors like Fed interest rates and potential stablecoin regulations could further impact market sentiment.

Portfolio Pulse from

March 23, 2025 | 12:15 am