This week we look at the recent Fed meeting and how the nCoV fears are infecting the markets. SAM Weekly Feb 03 2020
Newsletter
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· Eric Fill
Stargazer Asset Management Weekly – Feb 03 2020
Global growth had stabilized and in some cases was even perking up when nCoV arrived. EM had quickly become crowded as a global reflation and value trade. These positions are now under intense pressure. The US is still holding in, but for how much longer?
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SAM-_-Weekly-Feb03-2020 (1681 KB)
Topics: #Bonds #Equities #Futures #FX #Global #Macro #Options