By Bilal Hafeez 22-02-2021
In: post | Newsletter

Why the Bitcoin Rally is Another Reflation Trade

(1 min read)
Resize text:



 

(1) Bitcoin: A Bet on Reflation, Not the Dollar’s Demise (1 min read)
I show that correlations between bitcoin and key macro markets suggest the bitcoin rally is another expression of reflation, or risk-on, trades. It is not therefore a bet against the dollar.

(Bilal Hafeez│ 22nd February, 2021)

 

 

The Draghi Power Triangle (Project Syndicate, 4 min read)

Pandemics swing elections, but not as much as you think (VoxEU, 6 min read)

Structural Factors and Central Bank Credibility Limit Inflation Risks (IMF Blog, 5 min read)

UK firm launches service for company treasuries to invest in Bitcoin (CoinTelegraph, 3 min read)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

 

 

Want To Join Our Community Of Leading Investors And Researchers In Our Slack Chat Room?