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.
28 Sep 2021 1 minute read 3 comments Justin d'Anethan
If one looks at markets right now, whether crypto or traditional, one can see resilience. Equities are in the green, gold is forming a bottom and wants to rise. On the other hand, yields are also rising. In and of itself it’s not a bad sign at all bu...
26 Sep 2021 1 minute read 1 comment Justin d'Anethan
There’s only so much impact the same news can have on investors’ minds. I’m thinking of Evergrande but also, for the crypto people, the Chinese ban announced over the weekend. In traditional markets, with the risk of Evergrande’s default still pres...
24 Sep 2021 1 minute read 0 comments Justin d'Anethan
We’re seeing some powerful moves in markets, lately. Bolstered by optimism on the Evergrande case -which some now believe won’t have a ripple effect on China and the world’s economy- but also the Fed signaling they will not taper with the current (ac...
22 Sep 2021 1 minute read 0 comments Justin d'Anethan
The Evergrande debacle that’s been weighing on markets has been -for now- controlled. The company negotiated with their clearing house, the Chinese government pumped billions of renminbi into interbank markets, local loan rates remain unchanged. On...
22 Sep 2021 1 minute read 1 comment Justin d'Anethan
Markets confused most investors yesterday, with a mid-session bounce that reversed course later on to finish once more in the red. One can imagine the emotional rollercoaster for some traders turning bullish and seeing those hopeful bets -once again-...
20 Sep 2021 1 minute read 0 comments Justin d'Anethan
We’re at an interesting juncture, in traditional markets and crypto markets. There are positives and negatives but, for now, investors are giving in to bearishness -across the board. Looking at the US session closing just now, equities fell en mas...
19 Sep 2021 2 minute read 1 comment Justin d'Anethan
We’re looking at US equity indexes and seeing a clear risk-off tilt. The S&P, the Nasdaq and the Dow are all three down from the all-time high. Investors are concerned about China’s economy, about global supply chain issues, the Fed policy and the po...
9 Sep 2021 1 minute read 0 comments Justin d'Anethan
If you’re a crypto investor feeling bearishness only in crypto, do look at traditional markets. There’s nothing as volatile to be seen but equity indexes are all broadly lower. Investors are looking at jobs data (jobs added, unemployment claims, etc....
8 Sep 2021 2 minute read 0 comments Justin d'Anethan
While the previous session had a clear risk-on tilt, yesterday traded with a clear risk-off feel. With developments on the covid delta variant and investors fearing a more real impact on the economy, equity indexes in the US, in Europe and in Asia pu...
7 Sep 2021 1 minute read 0 comments Justin d'Anethan
We’re in a clear risk-on markets. Investors are happy to buy equities and sell bonds. Gold is back above $1,800 and the dollar index is lower. It’s a time where people are happy to put capital to work. I also like to see commodities like lumber an...
