Stargazer Asset Management 20 January 2020

Macro developments and trade ideas from Stargazer Asset Management

BY JON WEBB

Actionable Trades and Developments:

Equity Indexes: Buy EWW for EM in general rally and MXN specific breakout. US equity momentum still holding up so far.

Fixed Income: Buy June 98.50 Eurodollar calls for 4 ticks, just in case Fed is forced to unexpectedly cut more.

Commodities: Still like Gold big picture but sidelined for now. Platinum had a major long-term breakout.

Currencies: Sell USD and EUR vs. MXN.

To continue reading click: Spyglass Macro Advisory _ Weekly 01202020

Other posts

C8 Weekly Bulletin: New Provider – Arabesque

BY ROBERT MINIKIN

C8 are delighted that Arabesque has joined the C8 ecosystem. Arabesque have a well-respected ESG ratings business, S-Ray, as well as an innovative AI-driven investment allocation platform, combining both to be the world's first AI ESG fund manager. We then illustrate how C8 Studio can be used to build a portfolio of their AI ESG indices. Read more →

Why Market Uncertainty Will Be Sticking Around

BY TEMATICA

Tariff negotiations, earnings expectations and Fed rate cut hopium Read more →

Enjoy the Court’s Tariff Ruling, Brace for Trump’s Response

BY TEMATICA

The market cheers Nvidia's April quarter results and guidance Read more →

Back to all posts →