Stargazer Asset Management Weekly – October 26 2020

This week we discuss the upcoming ECB meeting, FedNow, digital currencies and the current sideways state of Global Macro markets.

BY ERIC FILL

SAM Weekly _ October 26 2020

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MI2 Partners Thoughts From The Divide: All Time High

BY JON WEBB

All-time highs are often telling macro signals. Is it possible there might be a connection between the recent ATHs in Bitcoin and long JGBs? Some reports pointed to the US credit downgrade and Trump’s tax bill igniting fiscal worries. First of all, no macro trader ever sold a bond because of a credit downgrade and second, given S&P and Fitch had downgraded long before, it’s very hard to think of it as a surprise. Read more →

Thoughts From The Divide: Julian Brigden’s Latest Interview

BY JON WEBB

In lieu of this week’s Thoughts From The Divide, we wanted to share Julian's latest interview with Ted Oakley, Managing Partner at Oxbow Advisors. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. In this engaging discussion, Julian addresses economic, stock market, and extreme political instability. Read more →

With Tariffs Of The Table, Focus Returns to Earnings

BY TEMATICA

Market Wrap US Futures and overseas markets began the day playing out as everyone… Read more →

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