Market Quick Take – July 6, 2020

Asian stocks, led by Chinese equities, rose overnight following positive comments on the market from Chinese state media. Benchmarks across the region followed while U.S. remain bid, thereby supporting risk appetite across other markets such as crude oil. It highlights the markets ability and willingness to look through rising infection...

Macro Dragon: Welcome to WK # 28…

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...

Payrolls Digest

Enjoy the good news while it lasts. June payrolls rose 4.8mn significantly beating consensus expectations for 3.2mn Unemployment rate fell to 11.1% from 13.3%, also falling to below consensus estimates of 12.5% Initial weekly jobless claims remain stubbornly high, rising to 1.42mn from 1.48mn and remaining above expectations Continuing claims...