Stargazer Asset Management Weekly – June 22 2020

This week we discuss the Fed and Treasury interaction, the large TLTRO liquidity add by the ECB, US equities and the dollar.
BY ERIC FILL

SAM Weekly _ June 22 2020

Other posts

MI2 PartnersThoughts From The Divide: Trump twists, Powell sticks

BY JON WEBB
Last week, we mentioned how busy the news cycle had been, what with riots in LA, another Boeing crash, and speculation of Israeli military action against Iran. The speculation was right on the money, but you couldn’t tell if you were just looking at markets. Read more →

MI2 Partners Thoughts From The Divide: “Powell’s Last Stand?”

BY JON WEBB
At the risk of contradicting Mr. Authers, the mortgage fraud allegations against Cook are a new tactic on an old front. Potato-potahto. Either way, while Mr. Authers used “startling”, we would describe ourselves as unsurprised: politics ain’t beanbag and the Administration was known to have sharp elbows. One might argue that it’s a symmetric response to Trump’s adversaries’ regular use of lawfare against him, but who can say? Perhaps the WH would have used this tactic regardless. Read more →

Don’t Expect Market Volatility to Go Away Anytime Soon

BY TEMATICA
Why investors will be hanging on Powell's Friday comments Read more →
Back to all posts →