Nicholas Goode

VIP Desk: Equities reprice as crypto waits for confirmation

Markets have moved quickly to price in a US-Iran peace deal and improving macro conditions. Crypto has participated, but more cautiously. This week's VIP Desk explores what's driving the divergence and the signals that could determine what comes next.

VIP Desk: Markets reprice Fed risk as Bitcoin tests support

Renewed uncertainty around the Fed’s rate path and Moody’s downgrade of the US credit outlook pressured global risk assets this week. Bitcoin tested key support levels as macro sentiment deteriorated across risk markets.