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Macro Macro Macro

Macro Dragon: WK #19 - New Week, same Themes...

Macro 2 minutes to read

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.

(These are solely the views & opinions of KVP, & do not constitute any trade or investment recommendations. By the time you synthesize this, things may have changed.)

Macro Dragon: WK #19 – New Week, Same Themes…

  

Top of Mind…

  • Week 19 themes will be similar: When do the economies globally restart locally, then internationally. We also get Service PMIs & US Non-Mfg. ISM, US NFP & U/R
  • US: ISM Non-Mfg, Final Serv. PMI, NFP (first pure one post C19), U/R, ADP, Inv.
  • CH: Caixin Serv. PMI, Trade Balance
  • EZ: Final PMIs Serv. & Mfg., GER Factory Orders, GER IP, PPI, Covid-19 Package
  • JP: Hols (May 4-6), BoJ Mins, Monetary Base, Household Spending
  • UK: Final Serv. PMI, House Prices, BoE, Fri Bank Hol
  • AU: MI Inflation Gauge, Building Approvals, RBA, Retail Sales, Trade Balance
  • NZ: Building Consents, Milk Auction, Employment Change, U/R, Inflation Exp.
  • CA: Trade Balance, Ivey PMI, Housing Starts, Jobs Data, Building Permits

Recent SaxoStrats Must Read & Think Pieces…

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Start-End with Gratitude+Integrity+Vision. Create Luck. Process > Outcome. Sizing > Idea. Repeat 


Namaste,

KVP

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