Crédit Agricole Bank stated that the market focus this week is on the “dollar reset” and assessing foreign demand for US assets; the TIC foreign investment data could determine the short-term direction of the dollar. Traders are also waiting for the release of PCE inflation, PMI indices, and the Federal Reserve meeting minutes to evaluate the next signals for monetary policy. In addition to economic data, the review of trade tariffs at the Supreme Court of the United States is also considered an important market risk. The bank's summary indicates that the dollar has now entered a phase of “conditional stabilization,” and for sustained growth, continued inflows of foreign investors into US markets are needed.

Cryptocurrency market analysts warn that a break below the 60,000 dollar level in Bitcoin could trigger a new wave of severe volatility and forced selling. Options market data on the Deribit platform shows a large concentration of contracts positioned for a drop below this level, and if prices fall, liquidations and deleveraging could be activated in a chain reaction. Some institutions, including Standard Chartered, have even raised the possibility of a decline toward the 50,000 dollar range, while Michael Burry has warned about the risk of a downward spiral. At the same time, shares of Coinbase Global Inc., despite a temporary rebound, are still significantly lower than last year, reflecting an overall weakening in crypto market sentiment.

Westpac Bank stated that the strong US economy and the high wealth of households have sustained consumption and slowed the pace of inflation reduction. Low unemployment and wage growth indicate that demand is still strong, and price pressures, especially in the services sector, continue. For this reason, the bank predicts that the Federal Reserve will likely postpone its last interest rate cut until June 2026. This assessment is contrary to market expectations for faster rate cuts and indicates ongoing uncertainty in the US monetary policy path.

Japan’s economic growth in the final quarter of 2025 was much weaker than expected, with GDP growing only 0.2% annually; this highlights the fragility of domestic demand and the inflation pressure on households. The weak growth is likely temporary and the overall economy and supportive policies remain unchanged. Meanwhile, Japan’s yield curve has steepened, as concerns about the government’s fiscal situation have increased long-term bond yields, and expectations of later rate hikes have lowered short-term yields. This steepening of the yield curve cannot be taken as a signal of economic boom