The markets may have exceeded the top of the US tariff policy, but the future way remains volatile, according to a new Nansen report.
Nansen highlights “bessnt could” like us modics stance
In a relationship shared with Bitcoin.com News, Aurelie Barther, main research analyst at Nansen, Argus, that the recent American negotiations Price suggest a change to pragmatism, softening certain fears of investors. The report highlights the growing influence of the secretary of the Treasury Bess on commercial policy, contrasting with the reduced role of hard line employees like Navarro and the secretary of trade Lutnick.
This change, associated with temporary price exampctors for semi-feeders and technological products, reports a potential de-lysculate, notes the Nansen’s research analyst. Howver, Barthere says that the risks persist. Sectoral prices and unresolved negotiations with China Publish non-conception, an impact on consumer spending and commercial investments.
Journalists to weaken the demand of the US Treasury and to a drop in the dollar as signs of foreign capital hiding against new tension. Equals outside the United States, in particular in China, underperformed at the top of tariff tensions, show the Nansen data. However, the fair courses that the lack of victory alternatives can keep global investors has anchored in the American markets.
The analysis of Barthere recommends an presevative approach, promoting assets like Bitcoin (BTC), technological actions at reduced prices such as Nvidia and Euroanan pharmaceutical companies with high margin. Gold is also cited as a geopolitical hedge. The company’s risk barometer was “risky” at the end of last week, reflecting caudual optimism. But Barthere warns that the climb will be junk:
We really passed the peak price, with risk assets, the risk assets now climbing a bumpy wall of concern.