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Macro Macro Macro
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Macro Dragon: Welcome to Week #21...

Macro 2 minutes to read

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.

(These are solely the views & opinions of KVP, & do not constitute any trade or investment recommendations. By the time you synthesize this, things may have changed.)

Macro Dragon: Welcome to Week #21  

  

Top of Mind…

 

  • Theme for this wk is flash PMIs, mins out of the Fed & RBA, same US / CH geopolitics, reopening vs. recovery, fiscal vs. monetary & likely looking for a structural break out of recent trading ranges across a number of assets.
  • Holidays: CA out today, DK, FR & GER Thu Holidays, Worth noting long wkd up ahead in the US with Memorial day on Mon May 25 being a holiday.
  • US: Building Permits, Housing Starts, FOMC mins, Philly Fed Mdg, Flash PMIs, CB Leading Index, Existing Home Sales…
  • CH: CB Leading Index
  • EZ: ZEW Economic Sentiment, Current Account, Final CPI, Consumer Confidence, Flash PMIs
  • JP: Flash GDP, Tertiary Industry Activity, Core Machinery Orders, Trade Balance, Flash mfg. PMI, National Core CPI
  • UK: CB Leading Index, Unemployment Rate, CPI, PPI, Flash PMIs, Retail Sales
  • AU: RBA mins, CB Leading Index, MI Leading Index, Flash PMIs
  • NZ: PPI, Milk Auction, Credit Card Spending, Retail Sales
  • CA: CPI, Annual Budget release, ADP, Core Retail Sales, Corporate Profits

 

Please Make The Bandwidth For The Following…

 

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Start-End = Gratitude+Integrity+Vision. Create Luck. Process > Outcome. Sizing > Idea.


Namaste,

KVP

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