Bassanese Bites: Monthly CPI mayhem – June 24 2024
Global markets – week in review Global stocks inched further ahead last week as soft US retail spending supported hopes for eventual US rate cuts. There was limited key global data last week, with the highlight being US retail spending which surprised on the soft side. Headline spending rose …
FNArena’s Weekly Insights – June 17 2024
GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …
Bassanese Bites: Biding time – June 17 2024
Global markets – week in review Global stocks continued to rally last week – leaving April’s mini-pullback well behind – on the back of a lower-than-expected US CPI and the prospect of eventual US rate cuts. As alluded to above, the two key global highlights last week …
Bassanese Bites: 1, 2 or none? – June 11 2024
Global markets – week in review Global stocks bounced back last week after a 2-week mini-consolidation – reflecting rates cuts in Europe and Canada along with some softer-than-expected US data that raised hopes the Fed would also cut rates later this year. Overnight, the S&P 500 …
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