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

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