Stargazer Asset Management Weekly – July 12 2021

This week we look at factors driving yields as well as ECB and PBoC policy decisions.

BY ERIC FILL

SAM Weekly _ July 12 2021

Other posts

USD Pivot Lower in 2024 – MI2 for C8

BY JON WEBB

MI2 currently has a bias for cyclical USD weakness as we progress into 2024, but this weakness could easily morph into an environment of secular USD decline. The early signs of USD weakness are falling into place, and with the current complacent consensus of stable FX relationships within the G4, the risk is building for a decisive break from the prevailing regime. Below, we segment our analysis to line up our skittles for a consensus-busting weak USD impulse. Read more →

Thoughts From The Divide: The Little Things

BY JON WEBB

Following the warnings from Walmart’s earnings last week, Target announced earnings this week and saw its stock walloped. As the CEO noted, “The ‘biggest challenges’ Target is hearing from its shoppers are ‘inflation in food and household essentials’”, further adding that “inflation is putting a ‘strain on the consumer wallet.’” Read more →

January 27: The Week Ahead

BY TEMATICA

DeepSeek Rattles AI, The Fed, Looming Trump Tariffs Read more →

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