Macro: Sandcastle economics
Invest wisely in Q3 2024: Discover SaxoStrats' insights on navigating a stable yet fragile global economy.
Global Macro Strategist
Summary: Epic week ahead given the combination of Fed, BoC, US3Q GDP, US NFP & ISM Mfg., 3Q Aus CPI plus the ongoing Brexit Saga, as well as month end-start flows
(Note that these are solely the views & opinions of KVP & do not constitute any trade or investment recommendations)
2019-Oct-28
A replay of the call is available HERE
TGIM & Happy Macro Monday everyone, and Happy Diwali – the Hindu festival of lights
It’s a long wkd here in Singapore with Mon being a public holiday, to which I believe that NZ is also out nursing their loss vs. England, yet taking 3rd place in the 2019 World Rugby Cup
Epic week ahead given the combination of Fed, BoC, US3Q GDP, US NFP & ISM Mfg., 3Q Aus CPI plus the ongoing Brexit Saga, as well as month end/start flows
Wishing everyone a healthy, phenomenal, smooth, profitable & lucky close to October & a great start to November
Lets all push hard over the next 6-7 wks before the usual year end, school & Christmas holidays kick in – there are always opportunities, KVP heard from well placed source/s that someone made to the tune of +$50m over the last few wks around the GoB (Game of Brexit)
What can $50m buy you? Well according to this about 500,000 goats amongst other things…
Namaste
-KVP
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Summary of Prior Week:
COT Report: [@Ole_S_Hansen]
Week Ahead
Key Focus:
Central Banks (SGT):
FOMC Speakers (SGT):
Other (SGT):
Econ Data:
Chartography & Price Action
Whilst best sectors that have so far outperformed…