Macro Dragon: The Tail-End ≠ V-Shaped Econ Bounce
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.
Week ahead, KVP would be watching Sweden for a massive u-turn as flagged by Peter Garnrey on Friday's excellent Saxo Market Call Podcast. Potential nationwide shutdowns in places like Japan & a thematic extensions of the deadlines imposed on currently lock-downs, physical distancing & shutdowns. Also watch the US & NY, as next few wks will get brutal on the Covid-19 front.
