Macro Dragon: Snapshot & Anthems…

Macro Dragon: Snapshot & Anthems... by Michael McKenna
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: Snapshot & Anthems…

 

Top of Mind…

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To Keep In Mind Today

  • AU: Aussie jobs data beat massively on headline numbers & revisions, yet note they changed the format of how they measure things – so would take these with a grain of salt & dig deeper. Still Aussie up +14bp which is neither here nor there…
  •  Early doors tmr we have RBA’s Lowe speaking @ 07:30 SGT
  • EZ: GER CPI
  • US: Jobless Claims, Nat. Gas storage, 30yr bond auction

 

 

Start-to-End = Gratitude + Integrity + Vision + Tenacity. Process > Outcome. Sizing > Idea.

This is the way 

KVP

Topics: Macro AUD JPY CHF EUR GBP NZD Bonds Gold Apple USDTRY USDNOK EURNOK USDMXN FX Technical

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