Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
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Macro Dragon: WK #19 - New Week, same Themes...
Kay Van-Petersen
Global Macro Strategist
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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