Bloomberg Surveillance
Single Best Idea with Tom Keene: Amy Wu Silverman & Katy Kaminski
Mar 13, 2024
Discover expert insights on market conditions and investment services. Learn about Bitcoin's correlation with the equity market. Explore trend following strategies and the development of the Bloomberg terminal for finance.
06:23
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Quick takeaways
- Bitcoin's correlation with equity markets is declining, signaling a shift in behavior towards inflation-linked movements.
- Trend following strategies in equity markets focus on monitoring trends over time, emphasizing the importance of trend analysis in investing for extended periods.
Deep dives
Bitcoin's Changing Correlation with Equities
Bitcoin's correlation with the equity market, historically positive, is now showing signs of decline, indicating a shift in behavior. The correlation used to be fairly positive three years ago, but recent trends suggest a decreasing association. This change may lead to Bitcoin behaving more in line with inflation and equity market movements. Amy Wu-Silverman from RBC discussed this evolving correlation alongside broader equity market trends and the rise of speculative activities like option day trading.
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