This week we look at global growth prospects and how meaningful the disconnect between the financial and real economy has become.
Newsletter
·
· Eric Fill
Stargazer Asset Management Weekly – Feb 10 2020
A lot now depends on whether the markets are right about nCoV or not. A meaningful deterioration of the situation could bring a VaR shock for stocks while a quick recovery could challenge the bond markets.
Downloads
SAM-Weekly-_-Feb20-2020 (1272 KB)
Topics: #Bonds #China #Equities #Europe #Futures #FX #Global #Macro #Options #US