Stargazer Asset Management Weekly – November 23 2020

This week we look at the state of markets across asset classes. We also comment on the Mnuchin/Powell spat and on the latest developments regarding CBDC.

BY ERIC FILL

SAM Weekly _ November 23 2020

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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 →

NDR Fixed Income Allocation Strategy February 2023 Update

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

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