Mansa Chain – Global Market Pulse | Aug 10, 2025

Global markets opened the week on a bullish note as central banks from Europe to Asia rolled out rate cuts, expanding money supply and fueling equity gains. The S&P 500 is up 8% YTD, with investor sentiment leaning toward a possible Fed cut later this year. Liquidity is flowing, but it’s not without turbulence.

The U.S. has triggered a fresh wave of trade tension with sweeping tariffs—15% to 39%—on imports from over 60 countries. India, the EU, and other partners are weighing retaliation, while China sees a short-term export bump. These moves are reshaping supply chains and keeping global trade desks on edge.

Amid this backdrop, hedge funds—especially long-short equity strategies—are seeing renewed interest. Volatility from tariffs and currency swings has created fertile ground for active stock-picking. Capital inflows to hedge funds are rising at the fastest pace in years.

Gold remains the defensive star. Prices hit record highs as central banks diversify away from the U.S. dollar. Demand is fueled by geopolitical risk, trade policy uncertainty, and investor appetite for safe-haven assets. Institutional buyers are increasing allocations, locking in long-term positions.

In crypto, Bitcoin’s price shows regional quirks, including a 1.23% Kimchi premium in South Korea, hinting at localized demand surges. Broader sentiment in digital assets is cautious but opportunistic, with traders eyeing macro policy shifts as catalysts.

Mansa Flow:

1️⃣ Monetary easing → boosts stocks.

2️⃣ Tariffs → inject volatility.

3️⃣ Hedge funds & gold → thrive in uncertainty.

4️⃣ Crypto & metals → alternative plays in the new trade-liquidity cycle.

Takeaway: Liquidity is bullish, but trade policy is the wild card. Agile strategies, defensive metals, and selective crypto plays are set to dominate investor focus in the coming weeks.$$$$$BTC