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.
