A quick market update (1-2min read). Every week day, morning in Asia, I go over major moves in macro and crypto markets, linking fundamentals to price action.
2 Nov 2021 2 minute read 0 comments Justin d'Anethan
As always, it’s important to look at markets from a macro perspective as opposed to in isolation. Right now, traditional markets are still enjoying a risk-on tilt with equity indexes hitting new records on positive earnings. It’s worth remember it wi...
1 Nov 2021 2 minute read 1 comment Justin d'Anethan
Just like October was packed with companies reporting earnings, we expect the beginning of November to be bolstered by the same kind of enthusiasm, given that so far most numbers have been good, despite all the supply chain constraints one might have...
28 Oct 2021 1 minute read 1 comment Justin d'Anethan
Markets all around seem to be pulling back somewhat, we’re seeing it in equities with the S&P falling more than half a percent, and with other major indexes. The move also created an interesting buying pressure in bonds which rose on the session, pus...
27 Oct 2021 2 minute read 0 comments Justin d'Anethan
Today is a charting day, where we’re looking at interesting data. And I’ve thrown in some news items as well. While equity markets are hitting new highs, still bolstered by a great earnings season from reporting companies, crypto pulled back slightly...
26 Oct 2021 1 minute read 1 comment Justin d'Anethan
Broadly speaking, we’re still in an uptrend in crypto markets, at least I believe so, and we’re seeing some outperformance from selected coins amongst alts. This is part of a broader risk-on tilt in macro markets, with equities rising while cash an...
25 Oct 2021 1 minute read 0 comments Justin d'Anethan
We're at an interesting juncture, both for macro and crypto markets. In both cases we’re around all-time highs but the dynamics might be very different. In traditional markets, while yields remain elevated and actually weigh on stocks, equities are...
22 Oct 2021 2 minute read 0 comments Justin d'Anethan
The thing that shocked me throughout yesterday’s session and overnight is the strength of alts. I honestly didn’t expect it, or didn’t expect this soon. Instead of having BTC lead for a few days -maybe weeks even- and then alts catching up, it seems...
21 Oct 2021 2 minute read 0 comments Justin d'Anethan
No surprise here, right. We've been talking and expecting new all-time highs for the past few days. If anything price action was playing games, maybe clearing the overhang of sellers before the 64'800 to better breakthrough later. Yesterday night,...
20 Oct 2021 2 minute read 0 comments Justin d'Anethan
You can probably feel it, see it, hear it. Crypto markets are higher. We haven’t reached new all-time highs but, boy, are we close! I went to sleep thinking it might happen overnight and woke up to the next best thing. As a reminder, the all-time h...
19 Oct 2021 1 minute read 0 comments Justin d'Anethan
I can recognise that feeling. It’s the “we’re close to the all-time high” feeling. I’m thinking of crypto. In traditional markets, things are boldly moving up but also further away from all-time highs, that’s just a function on the retracement we saw...
