Macro Dragon: US back in, China Coronavirus, BoJ, US/EU Tech Tues?
Macro Dragon = Daily Cross-Asset Global Views
Today we glance over BoJ wash & potential US/EU Tech Tues. We also check in on the SARs like coronavirus that is hitting China as the Lunar New Year Migration (+3bn trips) is in the works with next wk being Chinese New Years. This has already had an equity price impact on leisure, travel as well as drug making China stocks overnight. Will be interesting to see if we get any US leadership for the bulls, as they get back in post MLK Mon.
