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 = 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.
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The Bear on Gold… (tmr the bull & on Fri the dragon)
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Tune-in tmr when we hear from the bull…
Flash PMIs (Thu), when + how do we reopen (May-Aug) themed week 17
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Good luck to everyone out there, be nimble & position accordingly. There are always profitable opportunities to be ridden.