FNArena’s Weekly Insights – September 06 2021
In this week's Weekly Insights: -September Blues -Post-August: Five Themes For The Year Ahead -August: The Final Numbers -All-Weathers In August -Conviction Calls -Research To Download -More on the August results season By Rudi Filapek-Vandyck, Editor FNArena September Blues Last year, September was simply a pause in between the recovery from the pandemic sell-off and …
Bassanese Bites: Stagflation – September 13 2021
Global markets U.S. stocks sagged last week – absent any clear trigger – reflecting general concerns with a combination of weakening growth due to delta, but also persistent pricing pressures due to lingering supply bottlenecks, or what some are already over-excitedly suggesting is a return to …
Bassanese Bites: Becalmed – September 06 2021
Global markets It was a relatively muted week on global markets following the flurry of excitement around the Fed’s taper intentions over the previous week. All up, the story remains that equities continue to grind higher, helped by still solid growth in earnings and broadly steady …
FNArena’s Weekly Insights – August 30 2021
In this week's Weekly Insights It's The End Of The Trend By Rudi Filapek-Vandyck, Editor FNArena Investing revolves around numbers. Investors like to focus on numbers, though sometimes, dare I say it, with too much emphasis. Successful investing goes beyond the temporary, static analysis of data, but we'll …
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