Stargazer Asset Management – Weekly 27 Jan 2020

This week we look at the rise of the coronavirus, the return of Bernie Sanders and the impending FOMC meeting. We also ponder if the reflation rally is looking shaky and what role the USD plays for EM.

BY ERIC FILL

With risks on the rise and the markets stretched and long, we ponder if the catalysts are sufficient to generate a meaningful pullback. We are seeing cracks in the reflation trade which the market has now fully embraced.

Stargazer Asset Management – Weekly Jan272020

Other posts

What Will Powell Say on Inflation and Tariffs Today?

BY TEMATICA

👀January CPI and PPI as well as reciprocal Trump tariffs on the horizon Read more →

C8 Weekly Bulletin: Trick or Treat for ‘Long Only’?

BY ROBERT MINIKIN

This week’s Fed meeting will be watched closely for hints of a policy pivot following reports that some officials favour slower policy tightening and amidst a revival in global risk appetite. In this Bulletin we take a look at the recovery in the performance of 'long only' strategies on the C8 platform. Read more →

NDR Fixed Income Allocation Strategy April 2024 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Back to all posts →