FNArena’s Weekly Insights – December 02 2024
A Cautious Preview Into 2025 By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead might have in store for investors and financial assets, and this year is no exception. What is different, however, is most predictions this …
Bassanese Bites: Bessent bump – December 02 2024
Global markets Global equities continued their rebound last week, supported by market confidence in Trump’s choice for the new US Treasury Secretary. Easing Middle East tensions and encouraging Fed minutes were also market positives. There was little in the way of major global economic data again last …
FNArena’s Weekly Insights – November 25 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …
Bassanese Bites: Farewell February Cut – November 25 2024
Global markets Global equities bounced back last week, helped by ongoing strength in the US economy and excitement around the ‘Trump trades’ in the wake of Donald Trump’s return to the US Presidency. There was little in the way of major global economic data last week, with …
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