Macro Morning (Trading Week)

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By Chris Becker 

One week down, 207 to go! Its been a very interesting start to the year with the new US administration firing off executive orders, upsetting the macro apple cart. Stock markets were generally positive, up around 1% overseas and locally as the inflationary intent of Trump’s policies shines through the rabid volatility. The USD is slowly returning to strength after a post-Xmas slump as interest rate expectations continue to build with a Fed unwilling to compromise from its agenda.

As usual for Monday mornings, I’ll take a step back and look at markets with a longer term view as my “Trading Week”.

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