Market Quick Take - July 7, 2020
The Shanghai Composite climbed for a sixth day while stocks in Japan and South Korea retreated. The S&P 500, having closed higher for a fifth day, also slipped while the dollar and Treasuries held steady. Gold closed at its highest in this cycle, supported by COVID-19 angst together with rising breakeven and falling real yields.
Macro Dragon: Trump & 8 Illuminations...
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.