
#6 - Geopolitical risks are back - Guest: Claus Vistesen
Macro Mondays
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The Futures of the German Industrial Corporation
We've entered a couple of trades on the back of this. If we have right that we get a short term cyclical rebound in manufacturing PMIs and in actual activity, commodities are likely to pick up. We're ponding whether to add cyclical exposure in the US equity market relative to the European. So those are sort of the considerations now it would be some sort of proxy trading down Jones versus the Dax in case. Do politics will obviously play a key role here as well? Absolutely. Next week is going to be a big one in our offices. It's central bank bonanza as I like to call it.
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