Macro Dragon: Week #15... Chu Chu! Good Fri Long WKD!
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.
After another interesting week 14, that saw the US extend their number one confirmed cases on the Covid charts (Likely to be clocking at +500,00 confirmed cases soon), month/quarterly closes & lot more noise from a geopolitical & global policy response...plus digestions of PMIs & ISMs we take a look at the upcoming wk 15, which will see a long wkd in the US & a number of mkts due to good Friday. Lastly, don't forget US NFP tonight, alongside service ISMs, UR & AHE. We now have over +1m cases of Covid-19 & that is obviously only the confirmed cases.
