Macro Update: On Bubbles & Taper Tantrums

Mira Christanto

May 27, 2021 ⋅ 14 min read

The recent selldown has seen the most amount of value wiped. With fresh institutional investor inflows, crypto investors no longer have the luxury to focus only on token dynamics but also need to follow global macro, equities, and credit markets to understand the direction of cross-asset flows. In this report, we look at the Fed's announcement, the market's reaction, review the health of the economy and see if we are in bubble territory.

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Mira Christanto

25 Reports asiahodl

Mira was a Senior Research Analyst at Messari. Prior to joining Messari, Mira was a Senior Portfolio Manager for a US$6 billion Asia Pacific equities fund at APG Asset Management. Mira received a BA in Economics and Mathematical Methods in the Social Sciences from Northwestern University.

About the author

Mira Christanto

Mira was a Senior Research Analyst at Messari. Prior to joining Messari, Mira was a Senior Portfolio Manager for a US$6 billion Asia Pacific equities fund at APG Asset Management. Mira received a BA in Economics and Mathematical Methods in the Social Sciences from Northwestern University.

25 Reports asiahodl