Justin d’Anethan

Jan 28, 2021

Morning‌‌ ‌‌Update — January ‌‌28th — Macro and Crypto Markets

With disappointed earnings from major tech companies and obvious concerns about valuations, investors, it seems, are starting to doubt the incessant bull run we experienced across assets — and the advertised economic recovery. Yesterday, the S&P and the Nasdaq both fell 2.5%. The dollar bounced amid the sell-off. This morning…

2 min read

Morning‌‌ ‌‌Update — January ‌‌28th — Macro and Crypto Markets

Jan 27, 2021

Morning‌‌ ‌‌Update — January ‌‌27th — Macro and Crypto Markets

It might be because we’ve just passed 100 million coronavirus cases globally, or maybe because of the hurdles the current US administration is facing in regards to a stimulus plan, but markets felt slightly bearish across the board. Equities in Asia, Europe, and America edged lower. Treasuries inched down. The…

2 min read

Morning‌‌ ‌‌Update — January ‌‌27th — Macro and Crypto Markets

Jan 26, 2021

Morning‌‌ ‌‌Update — January ‌‌26th — Macro and Crypto Markets

US-China relations seem to be hitting a low point as President Biden confirms his administration will hold a tough line on Beijing. On another negative note, we are approaching 100 million Coronavirus cases globally and many countries are still in full lockdown. However, equities have not been affected, and rose…

2 min read

Morning‌‌ ‌‌Update — January ‌‌26th — Macro and Crypto Markets

Jan 25, 2021

Morning‌‌ ‌‌Update — January ‌‌25th — Macro and Crypto Markets

Last Friday, traditional markets ended the week on a mixed note, with the S&P down, the Nasdaq up, Treasuries and yield more or less flat, the dollar timidly moving up, and gold retracing sharply. In the crypto space, while BTC’s moves were more pronounced, the picture looks unclear as well…

2 min read

Morning‌‌ ‌‌Update — January ‌‌25th — Macro and Crypto Markets

Jan 20, 2021

Morning‌‌ ‌‌Update — January ‌‌21st — Macro and Crypto Markets

We’re the 21st in Asia but, in the US, they’re just finishing an important day where President Biden is sworn in and officially replaces Trump in the White House. Markets felt undeniably risk-on. The S&P rose 1.4% and the Nasdaq jumped 2%. Treasuries, yields and the dollar stayed in place…

2 min read

Morning‌‌ ‌‌Update — January ‌‌21st — Macro and Crypto Markets

Jan 20, 2021

Morning‌‌ ‌‌Update — January ‌‌20th — Macro and Crypto Markets

Markets reopened in the US and now feel somewhat risk-on. Yesterday the S&P jumped almost 1% while treasuries and gold remained muted. The dollar index fell sharply. Early in Asia, futures are edging higher in Japan and Australia, but seem to be leaning towards a dip in Hong Kong. In…

2 min read

Morning‌‌ ‌‌Update — January ‌‌20th — Macro and Crypto Markets

Jan 19, 2021

Morning‌‌ ‌‌Update — January ‌‌19th — Macro and Crypto Markets

Muted volumes and muted trading during MLK day (meaning equities, bonds and OTC markets are closed in the US). Crypto markets are opened, though, but moves are also muted for a different reason. BTC prices seem to be narrowing into a -bullish?- pennant with a mid-line at about $36,000. From…

2 min read

Morning‌‌ ‌‌Update — January ‌‌19th — Macro and Crypto Markets

Jan 18, 2021

Morning‌‌ ‌‌Update — January ‌‌18th — Macro and Crypto Markets

It will be an interesting week for Asia trading as most look at economic data coming out of China in the coming days. Last Friday, global indexes fell by about 1% across the board; this morning, futures look set to follow. Looking at crypto, the weekend was naturally more eventful…

2 min read

Morning‌‌ ‌‌Update — January ‌‌18th — Macro and Crypto Markets

Jan 15, 2021

Morning‌‌ ‌‌Update — January ‌‌15th — Macro and Crypto Markets

While US politicians continue with impeachment proceedings, on the economic front, Powell assures investors that now is not the time to think about reversing the easing measures that are in place. On a shorter term basis, markets were spooked by yet another jump in jobless claims. The S&P fell about…

2 min read

Morning‌‌ ‌‌Update — January ‌‌15th — Macro and Crypto Markets

Jan 14, 2021

Morning‌‌ ‌‌Update — January ‌‌14th — Macro and Crypto Markets

In traditional markets, we see a simple continuation of the previous session’s dynamics. The S&P rose slightly after some intraday swings. Investors bought some more treasuries, pushing the 10-year yield down, but still above 1%. Gold is stagnating at $1,850. BTC has been more dynamic and bullish. After four down…

2 min read

Morning‌‌ ‌‌Update — January ‌‌14th — Macro and Crypto Markets

Justin d’Anethan

Passionate about financial markets, long-term investments, the occasional short-term trade and disruptive technologies.

Following

See all (77)

Help
Status
Writers
Blog
Careers
Privacy
Terms
About
Knowable

Morning‌‌ ‌‌Update — January ‌‌28th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌27th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌26th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌25th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌21st — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌20th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌19th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌18th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌15th — Macro and Crypto Markets

Morning‌‌ ‌‌Update — January ‌‌14th — Macro and Crypto Markets

Justin d’Anethan

Coinbase

BitOoda

Mark Helfman

Daniel Larimer

Cere Network