The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Summary: Macro Dragon = Cross-Asset Daily Views that could cover anything from tactical positioning, to long-term thematic investments, key events & inflection points in the markets, all with the objective of consistent wealth creation overtime.
On Thursday, the Governing Council of the European Central Bank will meet to discuss monetary policy and the ongoing macroeconomic outlook. It will be followed by a press conference during which the focus could be on the strong euro. Later the same day, Christine Lagarde will also speak at a Bundesbank event, along with colleagues Jens Weidmann and François Villeroy de Galhau.
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Start-to-End = Gratitude + Integrity + Vision + Tenacity. Process > Outcome. Sizing > Idea.
This is the way
KVP