SAM Weekly Update – Markets have only had eyes for growth and the avoidance of negative yields. Volatility to follow.
Newsletter
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· Eric Fill
Stargazer Asset Management Weekly – Feb 24 2020
This week we look at what has been driving markets and the precarious position that countries with low growth now find themselves in. Coronavirus will take a bigger bite out of global growth than is priced. Implied volatility is still cheap across asset classes.
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SAM-Weekly-_-Feb24-2020 (1047 KB)
Topics: #Bonds #China #Equities #Europe #Futures #FX #Global #Macro #Options #US