Macro: It’s all about elections and keeping status quo
Markets are driven by election optimism, overshadowing growing debt and liquidity concerns. The 2024 elections loom large, but economic fundamentals and debt issues warrant cautious investment.
Global Macro Strategist
Summary: Macro Dragon touches on the overnight session yesterday, that was solid big uplift in US equities - as well as some of the other milestones that we are driving by, that indicate we could be getting closer & closer to a bottom. There seems to be pockets of value opening up across asset classes.
2020-Mar-18
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Good luck to everyone out there, be nimble & position accordingly. Stay health & safe
Keep your mind open to opportunities
Namaste,
KVP