FNArena’s Weekly Insights – March 01 2022
In this week's Weekly Insights: -Too Many Distractions From Corporate Results -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Too Many Distractions From Corporate Results Consumer-related companies and retailers have been at the centre of the February reporting season in Australia; mostly not in a favourable manner -at least not …
Bassanese Bites: Yes Ukraine – February 28 2022
Global Markets Last week was clearly volatile for global markets, with the attack on Ukraine initially causing a risk-off move, followed by a risk-on recovery on relief that Russian sanctions did not extend to oil and gas exports and all the mayhem at least seemingly reduced …
FNArena’s Weekly Insights – February 21 2022
In this week's Weekly Insights: -More Beats Than Misses -(Other) Expert Voices By Rudi Filapek-Vandyck, Editor FNArena More Beats Than Misses As I write this week's Weekly Insights on Monday, the FNArena Corporate Results Monitor shows the financial results from 120 ASX-listed companies have been reported and reviewed thus far. …
Bassanese Bites: Rolling over? – February 21 2022
Global markets It was another rocky week for global equities, with war tensions in Europe and hot producer prices in the United States. Stocks got an early lift last week on reports that Russia might be scaling back its troop build-up – but those hopes were …
FNArena’s Weekly Insights – February 14 2022
In this week's Weekly Insights: -2022, The Big Adjustment -February Reporting Season - Predictions & Forecasts -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 2022, The Big Adjustment Twenty-seven years ago, almost on the dot, the US Federal Reserve, under heavy political pressure, started lifting interest rates and instantly changed market sentiment …
Bassanese Bites: Powell and Putin – February 14 2022
Global markets A hot U.S. consumer inflation report and fears of a Russian invasion of Ukraine dominated market sentiment last week, resulting in global equities retreating after bouncing back over the previous two weeks. Markets are once again looking vulnerable – if Powell does not get …
FNArena’s Weekly Insights – February 07 2022
In this week's Weekly Insights: -February Results: Macro, Traps And Opportunities -Conviction Calls -Index Changes By Rudi Filapek-Vandyck, Editor FNArena February Results: Macro, Traps And Opportunities Contrary to popular belief, bear market periods are actually quite common in global markets. Pre-GFC we all liked to think there would not be a repeat …
Bassanese Bites: Soft landing? – February 07 2022
Global markets Here is the critical question of the year: can the Fed engineer a ‘soft landing’ for the U.S. economy? In other words, can it slow the economy by enough to take the pressure off red-hot wage and price inflation without causing the economy to tip …
FNArena’s Weekly Insights – January 31 2022
In this week's Weekly Insights: -February Looks Tricky -Conviction Calls -FNArena Talks February Looks Tricky By Rudi Filapek-Vandyck, Editor FNArena 2022 is already shaping up as a much more volatile and challenging year for investors, and we're still only at the beginning! Geopolitics aside, the Big Question that is now on investors' …
Bassanese Bites: Correction or recession? – January 31 2022
Global markets It’s nice to be back from holiday.. what did I miss? One of the downsides of being a market analyst is that it’s often hard to switch off from markets even when on a break, especially when volatility spikes and there are big market-moving …