Market Quick Take - March 27, 2020
The market rebound took on added energy with the US equity market posting a technical bull market recovery from the ultimate lows despite the eye-popping 3.3 million in US initial weekly jobless claims.
Macro Dragon: Week # 14
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.
We touch on the monster +3.3m jobless print that trumped the +1.7m e, plus the huge market +6% move in S&P. we also look into the upcoming week 14 - think PMIs, ISMs, NFP, Jobless claims, Covid-19 growth numbers, etc.
Podcast: Positioning yourself for this crisis and its aftermath
The Saxo Strategy Team recorded a long-form podcast aimed at highlighting what is at stake for markets and the economy both as this crisis runs its course, and in its aftermath. The team highlights that this crisis will bring an enormous paradigm shift that requires investors to position for a whole new market and economic environment. Here, we pull out some of the themes from this podcast.