PinnedFractal_MonkinCoinmonksTokenized Energy: Why Bitcoin is a new Economic ParadigmHigh Energy use makes Bitcoin the perfect Store of ValueJul 27, 2021Jul 27, 2021
Fractal_MonkHot Inflation Data causes Massive Sentiment Shift and Repricing of FED Rate CutsThere was a massive change in sentiment around risk assets over the last few weeks. In 2024, Jan and Feb CPI reports were hotter than…Apr 27Apr 27
Fractal_MonkRisk Assets Continue the Party: Global Central Bank Outlook still Dovish Despite Mixed DataThe everything rally that started in Oct 23 has continued in Q1 24, and risk assets have enjoyed great returns with SPX, NASDAQ, Nikkei and…Mar 23Mar 23
Fractal_MonkCautious start to 2024 as Cross Asset Everything Rally takes a BreatherThe blistering cross asset rally over the last 2 months took a pause as the new year dawned with risk assets giving back some gains (lower…Jan 5Jan 5
Fractal_MonkConfirmed Fed Pivot Accelerates the Everything RallyThere has been a sea change in the macro perception since the start of November as almost all major Central Banks have been signaling the…Dec 15, 2023Dec 15, 2023
Fractal_MonkinCoinmonksRisk Appetite Back As SPX Has One Of The Best Novembers In A Century!Risk appetite is back in the market as the searing cross asset rally continues and economic data continues to be favorable for the end of…Dec 1, 2023Dec 1, 2023
Fractal_MonkinCoinmonksSoft CPI Report Adds Fuel to the Cross Asset RallyA cooler than expected CPI data release (3.2% vs 3.3% forecast) on Tuesday reinforced the market view that the hiking cycle is over and…Nov 17, 2023Nov 17, 2023
Fractal_MonkinCoinmonksThe Cross Asset Everything RallyAfter the blockbuster action packed last week, this week was much quieter from a data release perspective.Nov 10, 2023Nov 10, 2023
Fractal_MonkinCoinmonksBig Week in MacrolandLet’s have a look at the bigger macro picture and how things are shaping up in tradfi. The week ending 3rd Nov was very action packed and…Nov 5, 2023Nov 5, 2023