FNArena’s Weekly Insights – April 17 2023
In this week’s Weekly Insights:
-What’s Up, Doc?
-Bond Market Says Regime Change Is Upon Us
-Banks (Dividends) In Focus
-Conviction Calls & Best Ideas
-Research To Download
-FNArena Subscription
-Webinar on Copper
By Rudi Filapek-Vandyck
What’s Up, Doc?
There’s a near unanimous view among share market observers that from a technical analysis point of view, global equities seem in a solid uptrend in April.
Those that have a view on the fundamental underpinnings also highlight the discrepancy with the technical picture. If anything, the chances for economic recession in the US this year are increasing, yet equities seem to be preparing for a party like it’s 1999.
Don’t fight the tape versus don’t fight the Fed?
Short-term versus further-out?
