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The following comments are market insight, not investment advice. Please consult your financial advisor before making any changes to your portfolio.
We are announcing CDMedia’s new weekly market commentary by a senior market professional. The names have been changed to protect the innocent.
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“My global macro view maintains that the 12-year Captain American $ Dollar Bull has already met its torero.
The DXY peaked at max-coronavirus hysteria and will continue to weaken.
Our bid is better AUD, NZD, BRL, UZS, UAH, RUB, and GBP (on Brexit / English Independence Day).
Rates bottomed with the same virus frenzy at 0.5521% on 19 March 2020.
Inflation will surprise the market and we like the reflation trades.
The grizzly 9-year commodity bear is dead, and the rally in hard assets will advance.
This is my current theme for February and working on ‘dawn of new super-cycle’ strategy call.
My research likes EM over DM (ex-China).
I continue to prefer Value over Growth, Cyclicals over Utilities, Energy over Healthcare, Materials over Telecoms,
Food Producers (a consumer staple) over Consumer Discretionary, Old Economy over New Economy,
and Oil and Gas, Industrial Metals and Gold over crowded, hyped internet stories and companies dependent on ‘Big Tech’ exposure.”
J.W. Schramsberg
Global Macro
Independent Research – Original Content
