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...

Vaccine and stimulus optimism continue to propel stock markets and commodities higher, and the dollar lower. Commodities, especially industrial metals, crude oil and fuel products, have responded strongly to the prospects that already strong demand from Asia, led by China, will increase further once Europe and the U.S. emerge from...

People close to the recent negotiation between the UK and EU are indicating that the probability of a hard Brexit has increased and that it could happen as soon as Sunday evening. Read our view of the situation and the implications for equities and the economy.The failed negotiation between Boris...

Price i facing bullish pressure from our ascending trend line , where we could see a bounce above this level. Stochastic is approaching support as well.

Price i facing bullish pressure from our ascending trend line, where we could see a bounce above this level. Stochastic is approaching support as well.

Sterling is on the defensive as the No Deal Brexit risk is now being taken far more seriously, even if a cliff-edge of implementing new terms is hopefully unlikely. The euro may stumble versus the USD and JPY here if a hard Brexit comes into play. Elsewhere, trading AUD at...

Today we look at the speculative excess in corners of the US market as underlined further by the frothy IPO for AirBnB. Elsewhere, a reassessment of the real risks of a No Deal Brexit as the signs of a stand-off deepen (and even if a "No Deal" means a transition...

Price is approaching our first support in line with our ascending trend line and 23.6% Fibonacci retracement and 100% fibonacci extension where we could see a bounce from here.

Price is approaching our first support in line with our ascending trend line and 23.6% Fibonacci retracement and 100% fibonacci extension where we could see a bounce from here.

The US market managed to claw its way back to par after selling of earlier in the day, but the action overnight in Asia was a bit tepid and in Europe, the markets have gone nowhere for weeks as the Euro has broken higher and despite a large new easing...