Here are the three events we are watching next week to shape market sentiment and key macro trades:

China PMI Surprise?

China PMI Surprise?

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: 

  • Super Mario?


Talk to you next week:

-Emerging Money

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