Macro Dragon: Make Time for Europe...
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.
What does German stimulus and US-China tensions mean for Adidas?
Adidas seems to have got some tailwind lately with a VAT reduction in Germany starting in July and better Q2 sales in China compared to last year.
Market Quick Take - June 4, 2020
Stocks trade softer after the Nasdaq 100 briefly broke the February closing record while bank gains led the S&P 500 Index to a fresh three-month high yesterday. Bond yields and the dollar both rose after U.S. private payrolls showed fewer job losses than expected.