Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

Crypto

<ul style="list-style-type: none;"><li id="98cd" style="list-style-type: disc;" data-selectable-paragraph="">Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last week.</li><li id="e22d" style="list-style-type: disc;" data-selectable-paragraph="">Market Liquidity: BTC-EUR trade volume fell relative to BTC-USD as the Euro reached parity with the Dollar.</li><li id="8027" style="list-style-type: disc;" data-selectable-paragraph="">Derivatives: BTC open interest climbed and funding rates flipped positive as market sentiment improved.</li></ul>

Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last week.Market Liquidity: BTC-EUR trade volume fell relative to BTC-USD as the Euro reached parity with the Dollar.Derivatives: BTC open interest climbed and funding rates flipped positive as market sentiment improved.

Crypto Markets Recover Despite 9.1% Inflation.

Founder & Chief Market Strategist - SAV Markets, SAV Markets

Shyam Devani

Founder & Chief Market Strategist - SAV Markets

Provide Comprehensive Analysis & Commentary

SAV Markets

SAV Markets aims to provide comprehensive analysis & commentary on foreign exchange and asset markets. The approach is multi asset as markets are typically interlinked. Cause and effect are always at work, even if those effects take time to manifest. As nothing is permanent we strive to get ahead of the curve in an ever changing world.

FX & Rates

<ul>
<li>The slip in US yields has lead the US_Japan yield spread to move lower thereby putting USDJPY out of line with it</li>
<li>The danger is that once month end is over, USDJPY may “catch up” by trending down in the short term</li>
<li>In addition we see price action developments on USDJPY itself that reflects weakness in the uptrend</li>
</ul>


The slip in US yields has lead the US_Japan yield spread to move lower thereby putting USDJPY out of line with it
The danger is that once month end is over, USDJPY may “catch up” by trending down in the short term
In addition we see price action developments on USDJPY itself that reflects weakness in the uptrend


Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>The 90-day pause in tariffs between China and the US provides “tremendous” opportunities</li>
<li>The headline volatility allows investors to scale in and out of positions</li>
<li>Where we could be wrong in assuming the bear market is still on</li>
</ul>


The 90-day pause in tariffs between China and the US provides “tremendous” opportunities
The headline volatility allows investors to scale in and out of positions
Where we could be wrong in assuming the bear market is still on


Overview #26 -Is the Bear Market Over, and Are We Back to the Races?

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Delivering Global Macro Investment Insights

DeSaque Macro Research

DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the view to delivering global macro investment insights aimed at providing new ideas to clients.

Said DeSaque has over 26 years of experience working as a professional economist in financial services. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist at Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he eventually became Head of the London Economics Department.

Said takes a very keen interest in international relations, along with their implications for economic development. His research interests include the economic transformation of China and its implications for global capital markets, particularly in the United States. He is a member of Chatham House in London.

The US economy and capital markets have historically been Said’s main focus of attention. He frequently presents his views to institutional investors in diverse geographic locations. In recent years, Said has also been carefully monitoring economic developments in Asia, particularly China and Japan.

Macroeconomics

<ul>
<li>The Fed left its policy rate unchanged last week. Chairman Powell is concerned about high consumer inflationary expectations .  The Trump administration will play a role shaping interest rate expectations.</li>
<li>The legacy of US economic activity on global capital flows will not vanish overnight. Any replacement for the dollar must be convertible and able to fund borrowers in offshore markets.</li>
<li>Dollar depreciation against Asian currencies will produce economic headwinds due to the continued regional reliance on net exports. Trade finance is dominated by the dollar, even in regional transactions.</li>
</ul>


The Fed left its policy rate unchanged last week. Chairman Powell is concerned about high consumer inflationary expectations .  The Trump administration will play a role shaping interest rate expectations.
The legacy of US economic activity on global capital flows will not vanish overnight. Any replacement for the dollar must be convertible and able to fund borrowers in offshore markets.
Dollar depreciation against Asian currencies will produce economic headwinds due to the continued regional reliance on net exports. Trade finance is dominated by the dollar, even in regional transactions.


Fears of Dollar's Global Demise Overblown as Fed Avoids the Limelight

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bonds</li><li>FX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates markets</li><li>Strategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposures</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Potential diversification of sovereign bond holdings away from U.S. treasuries and into other government markets, particularly in Euro area government bondsFX hedging impacts on cross currency basis markets from hedging of dollar assets, with potential flow of reserve managers into European rates marketsStrategic bullish duration stance on German yields driven by expectations of ECB easing, lower inflation, easing of term premium, and positive carry in long duration exposuresThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates market round-up

United States

The U.S. Dollar Index(USDX) indicates the general int'l value of the USD. The USDX does this by averaging the exchange rates between the USD and  major world currencies.  The ICE US computes this by using the rates supplied by some 500 banks. FOR REAL TIME SEE EIS ICEA<GO>. 

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Dollar Index (DXY CURNCY)

Crypto Markets Recover Despite 9.1% Inflation.

Price Movements: BTC staged a strong comeback early Monday morning, trading above $22k for the first time in 10 days. ETH is up 30% over the last...

Kaiko

USDJPY Disconnect

The price action on USDJPY & the DXY Index as well as short term developments in the fixed income markets are beginning to warn of a stretched USD...

Shyam Devani

Overview #26 -Is the Bear Market Over, and Are We Back to the Races?

A review of recent events/data impacting our investment themes and outlook. We look at whether the worst is over for markets

Rikki Malik

Fears of Dollar's Global Demise Overblown as Fed Avoids the Limelight

The Fed kept its policy rate unchanged, but markets expect lower rates in H2. Fears of the dollar's demise are vastly exaggerated. Alternatives for...

DeSaque Macro Research

Global Rates: European rates market round-up

Discussion on potential diversification of sovereign bond holdings, FX hedging impacts, Europe's benefit from de-dollarization, and strategic...

At Any Rate

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