November 2020

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Themes:

 

1/As GDP growth slows, along with resurgence of COVID-19, lack of relief from fiscal policy may drive the Fed to do QE in January.

2/Expect the equity markets to turn lower soon: weakness may extend to the first half of December 2020.

3/With the U.S. presidential election over, which way will the U.S. Dollar now go?

4/The battle for acreage between soybeans and corn will push the prices of both grains spiralling higher further.

Splicing the markets - The spread convergence trade probably continues for Emerging Markets debt.

Issue #47, 18th November

Q4 2020

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Issue #47,  18th November 2020

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