Strategy Note /

Inflection Point

  • Global Macro requires one to see BOTH forest & trees. Combo of fundamental & technical analysis is the ticket.

  • US July Jobs # could be the fundamental catalyst to kick off the technical "inflection point" for cross asset markets.

  • Delta variant has been discounted, China takedown & Fed taper too. "Poor seasonality" = thin reed to support market POV

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
6 August 2021
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