Stargazer Asset Management Weekly – June 14 2021

This week we look at the upcoming Fed meeting and the inflation / employment dynamic .

BY ERIC FILL

SAM Weekly _ June 14 2021

Other posts

Tariff Clarity? Earnings Pre- Announcements?

BY TEMATICA

March ISM and jobs data will shape expectations for Powell's Friday comments Read more →

C8 Weekly Bulletin: Are Fed rate hike expectations realistic?

BY ROBERT MINIKIN

This week's Bulletin is being guest edited by one of our newest index providers, IVI Capital, a global macro hedge fund. Their index is a daily, futures-only strategy. C8 Studio shows the index up 23.5% so far this year. Read more →

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 →

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