Bassanese Bites: RBA to cut – September 30 2019
It was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in late July. Weaker European manufacturing data, the threat of a Trump impeachment and lingering uncertainty over US-China …
Bassanese Bites: October move? – September 23 2019
Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond yields also dropped back while the $US and gold lifted. On the trade front, China’s decision to cancel a planned trip to US farms …
FNArena’s Weekly Insights – September 16 2019
Investors should draw an imaginary elastic band between share prices of, say, Goodman Group ((GMG)) and Scentre Group ((SCG)) as that will help them in understanding current dynamics in the local share market. We've all heard and read it before: the share market is heavily bifurcated; …
Bassanese Bites: Olive Branches – September 16 2019
Global equities continued to recover last week, buoyed by ongoing signs of a thawing in the frosty trade relations between the United States and China. Each side offered the other olive branches, with China agreeing to exempt certain US imports from tariffs and the US …
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