The Byzantine Times

The ducks are no longer in a row for risk after last week as new developments suggest a quieter, even slightly bearish end to the year.

With significant event risk, each event with binary outcomes it is a tricky time for market analysis. Despite this, a risk-on trade may emerge.

Our weekly wrap of capital markets and the bitcoin price covers trends in financial markets in the context of the most recent week.

We take a short look at the U.S. election on Tuesday and speculate on this event causing low liquidity and moves in markets.

Heading into the end of 2020 we take a look at inflation v deflation, the U.S. election, Australia gov. policy as well as bitcoin and digital assets.

Soft commodities showed some signs of inflation the last week while energy was marginally deflationary. While Bitcoin was stronger, USD has stalled.

This week we take a look at gold (and bitcoin) as the next themes in markets as deflation emerges but is replaced by inflation as per U.S. Fed policy.

We saw the murmurings of a turn in markets the last 10 days. After a week hinting at deflation, have markets gone as far as they will without intervention?

August saw some stability in markets with indications of a change in market conditions developing in the last week of the month.