Stargazer Asset Management Weekly – July 6 2020

This week we look at some of the high frequency economic data, relative global equity performance, Chinese equities and what to look at in FX.

BY ERIC FILL

SAM Weekly _ July 6 2020

Other posts

C8 Weekly; China Liberalisation Coincides with C8 China Futures Access Launch

BY ROBERT MINIKIN

Over the month since our C8 Weekly Bulletin highlighted early signs of an opening up of the Chinese economy, the liberalisation steps have gathered new momentum. Against this backdrop, the timing may be propitious for Cirdan Capital's launch today of the C8 China Futures Access certificate. Read more →

C8 Weekly Bulletin: The ExtractAlpha advantage

BY ROBERT MINIKIN

This week’s Bulletin is guest edited by one of C8's index contributors – ExtractAlpha. Their Smart Earnings Index leverages their proprietary US earnings and revenue forecasts - which both consistently outperform the Wall Street consensus. The Index is a highly liquid strategy favouring large cap stocks and has delivered an annual return roughly 40% higher than that of the S&P500 over the past decade - and with similar volatility. Read more →

Nvidia Fans AI Tailwinds, ISM Data on Deck

BY TEMATICA

The FOMC roster change takes the focus off today's December Fed meeting minutes Read more →

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