IGA Capital Weekly Market Update
- Joshua Hawley
- Jun 23
- 2 min read
June 23, 2025
Global Market Overview
Equities: The S&P 500 ticked higher, while tech-led strength lifted the Nasdaq. Volatility remained subdued as markets awaited central bank cues.
Rates: The 10-year US Treasury yield held steady near 4.4%, with the Fed signaling potential rate cuts by year-end.
FX: The USD remained resilient, keeping the Euro and JPY under pressure as global currencies await fresh macro data.
Commodities & Metals
Gold: Holding firm as a hedge amid uncertainty, gains were driven by equity market jitters.
Silver & Copper: Benefited from industrial demand and alternative asset rotation.
Oil (WTI): Hovering in the low‑$70s, influenced by geopolitical events.
Digital Asset Highlights:
Regional geopolitical tensions triggered a dip below $99k yesterday, followed by a rebound above $100k today (finance.yahoo.com).
The launch of a $1 billion Bitcoin treasury company led by Anthony Pompliano showcases strong institutional interest (finance.yahoo.com).
Despite recent fluctuations (~60% rise year-over-year), analysts foresee a possible rally toward $200k by late 2025, underpinned by ETF demand and BTC’s macro hedging role .
Analysis & Outlook
Bitcoin: Maintaining momentum above $100k, supported by institutional flows and ETF market dynamics. Continued global uncertainty may provide further tailwinds.
Commodities: Core precious metals like gold and silver for safety; oil and industrial metals align with cyclical recovery.
Portfolio Strategy: With markets perched near highs, diversifying across real assets, private credit, and alternatives.
Key Upcoming Dates
June 25: Inflation indicators due
June 26: Q2 GDP estimate released
June 27–28: Fed speakers and minutes review
IGA Capital stays committed to delivering integrated market insights across traditional and emerging asset classes to empower strategic decision-making for clients.
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