Week 11 – Oil Steals the Spotlight — But Does It Really Drive Markets?

Oil moved violently over the weekend. Prices surged from around $90 to briefly touch $115 during the Sunday–Monday session, before falling back below $80 by Monday evening. With tensions in the Middle East dominating headlines, many investors assume that oil and geopolitics will now determine the direction of markets in the coming weeks and months. … Lue lisää

Liquidity, the TGA, and Bitcoin – What Is Actually Happening in Markets?

“Bitcoin rises when money flows into the system.” This phrase is repeated often in crypto markets, but very few people stop to ask what it actually means. Liquidity is not a single number. It is the result of several mechanisms that determine how much money is actually circulating in the financial system. To understand this … Lue lisää