Stargazer Asset Management Weekly – January 3 2022

This week's global markets update to ring in the New Year.
BY ERIC FILL

SAM Weekly _ January 3 2022

Other posts

C8 Bulletin: Gauging the Impact of US Debt Limit Dynamics – Part II

BY JON WEBB
In February, one of our index providers, IVI Capital, outlined how the Debt Ceiling impasse would lead to an expansion of US liquidity, and more benign financial markets, until the Congressional stand-off was resolved. With the Debt Ceiling increase finally agreed, we asked IVI for an update. Read more →

A Reprieve, of Sorts

BY TEMATICA
A 90-day reset gives everyone some time to collect their thoughts Read more →

Thoughts From The Divide: Hold On Tight

BY JON WEBB
“It’s obvious that there’s going to be stress and losses”. The comment is from Janet Yellen’s comments this week and comes from the discussion of the ongoing CRE dumpster fire. Stress and losses aside, the Treasury Secretary was unruffled, following up with the comment, “I hope and believe that this will not end up being a systemic risk to the banking system.” Yellen did admit that size matters. While “The exposure of the largest banks is quite low,… there may be smaller banks that are stressed by these developments” Read more →
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