Le Nikkei franchit 43 000 points alors que les traders parient à 94% sur une baisse des taux de la Fed

Les marchés asiatiques en feu – le Nikkei pulvérise les 43 000 points tandis que les traders misent massivement sur un assouplissement de la Fed.

La frénésie haussière s'empare de l'Asie alors que le Japon atteint des sommets historiques. Les investisseurs locaux surfent sur la vague des liquidités mondiales, avec un consensus du marché évaluant à 94% les chances d'une coupe des taux américains d'ici septembre.

Les banques centrales jouent les pompiers pyromanes – après avoir alimenté l'inflation, elles préparent maintenant le champagne pour les marchés. Les actifs risqués profitent de l'euphorie, mais gare à la gueule de bois monétaire.

The S&P 500 closed at a high

In New York, the S&P 500 and the Nasdaq closed at all-time highs after President trump signed an executive order that pauses triple-digit tariffs on Chinese goods for another 90 days.

Traders now see a 94% chance of a Fed cut in September, up from nearly 86% the prior day and about 57% a month ago, according to the CME FedWatch tool.

Investors were especially alert to the inflation print because it followed a weaker-than-expected jobs report on August 1, a combination that had stirred talk about stagflation risks.

Politics around the central bank also drew notice. Trump nominated White House adviser Stephen Miran to temporarily fill an open seat on the Federal Reserve’s Board of Governors, prompting fresh debate over potential White House sway on monetary policy.

Separately, the White House said it was “the plan” for the Bureau of Labor Statistics to keep releasing its monthly employment report after Trump’s choice to lead the agency, E.J. Antoni, had proposed suspending its publication.

Dollar remained little changed

In currency trading, the dollar was little changed at 147.84 yen. The euro edged up 0.1% to $1.1684 after a 0.5% jump the previous session, as reported by Cryptopolitan earlier. The dollar index, which tracks the greenback against major peers, fell for a second straight day.

In crypto markets, ether touched $4,634.70 in early dealings, the highest since December 2021, before easing 0.9%.

Energy and metals were quiet. U.S. crude slipped 0.05% to $63.14 a barrel. Spot gold was steady at $3,348.1 per ounce.

Looking to Europe, futures pointed to a positive open. Euro Stoxx 50 futures were up 0.2%, Germany’s DAX futures rose 0.3%, and FTSE futures gained 0.1%. U.S. equity futures were flat, with S&P 500 e-minis little changed.

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