Stargazer Asset Management Weekly – February 15 2021

This week we look at the too much/too little stimulus debate and inflation outcomes. Also, how the drop in cases could be affecting markets.

BY ERIC FILL

SAM Weekly _ February 15 2021

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C8 Weekly Bulletin: The asset class ‘du jour’ – corporate bonds!

BY JON WEBB

The latest Financial Times opinion piece 'The Long View' flags investor interest in an exciting new asset class – not crypto, not AI-driven stocks… but newly higher-yielding corporate bonds! January data on ETF inflows certainly underlined the revived US investor appetite for fixed income with overall inflows running slightly of those into equities. Amid this constructive backdrop, USD and EUR corporate bond markets begin 2023 on a robust note. Read more →

November 18: The Week Ahead

BY TEMATICA

In this edition of The Week Ahead, Tematica’s Mark Abssy discusses what happens when the “Trump Bump” meets up against a hawkish Fed. Also, how proposed cabinet posts and overall Trump administration expectations are shaping not just government but also markets, including crypto. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy September 2024 Update

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Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

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