Macro Morning (Trading Week)

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By Chris Becker 

Another week passes as volatility remains surprisingly low given that sentiment and commodity prices are dropping hand in hand while the Fed keeps its interest rate rise agenda intact. This week’s economic calendar will include both Chinese and US industrial production prints that could provide confirmation that the global business cycle has peaked. Not good news for Australia, but there are opportunities here!

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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