Stargazer Asset Management Weekly – November 15 2021

The latest weekly roundup of what we are seeing and thinking about in global markets.

BY ERIC FILL

SAM Weekly _ November 15 2021

Other posts

TFTD: No Soup for Bond Investors

BY JON WEBB

Equities are clearly happy, a Maybe the idea isnd some commentators tell us it’s because a tariff apocalypse has been averted. In the game of chicken that markets had been following with ill-concealed horror, perhaps the real winner was common sense, although equity investors are a close second. Read more →

MI2: Forecasting A Seismic Move in Markets and the Global Economy

BY JON WEBB

At the start of the year, we watched with growing concern as U.S. markets soared to extremes, seemingly indifferent to economic and geopolitical realities. The rally wasn’t driven by fundamentals but by an endless stream of hyperbolic adjectives and increasingly outlandish claims of quick fortunes to be made. Read more →

Tariff Turmoil, OPEC+ Output Hike & Fed Meeting Ahead

BY TEMATICA

The market expects no move from the Fed but what about the White House? Read more →

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