Here are the three events we are watching next week to shape market sentiment and key macro trades:Monday March 31st (evening) China PMI Monday night 31st:
- Further confirmation of slowdown that has some economist switching growth target to <7% ?
Tuesday April 1st: Japan Consumption tax hike and Tankan Survey:
- Japan may be more aggressive on revealing the third arrow of Abe’s quiver especially if Tankan weak
Thursday April 3rd ECB Decision:
Talk to you next week: