Bassanese Bites: Bye-bye Biden – July 22 2024
Global markets Fears related to potential bans on US tech exports to China hurt global stocks last week, especially the US large-cap market darlings. As was the case the previous week, relative weakness in US large-cap technology stocks contributed to the ‘great rotation’ theme – from growth …
FNArena’s Weekly Insights – July 15 2024
Corporate Earnings, The Best Indicator? By Rudi Filapek-Vandyck, Editor Today's markets are confusing many, not in the least because many traditional indicators don't seem to apply anymore. Us, humans, we like to at least have some sense of control or predictability about things, and when that "security" drops …
Bassanese Bites: Great rotation? – July 15 2024
Global markets Global equities continued to grind higher last week, helped by a softer than expected US CPI report and dovish comments from Fed chair Jerome Powell. The Goldilocks soft landing scenario is continuing to play out, which is supportive of both bond and equity markets. Ahead …
FNArena’s Weekly Insights – July 08 2024
In this week's Weekly Insights: All-Weather Portfolio in FY24; Growth Not Value By Rudi Filapek-Vandyck, Editor We all experience the share market through our own portfolio, which might explain why so many voices remain downbeat, if not straightforward negative about the local market and its prospects. In contrast to …
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