FNArena’s Weekly Insights – November 4 2019
Global financial markets have priced out worse case scenarios for the world in 2020 and there are quite a number of investment experts out there who believe we might be near a turning point in terms of global growth and investor sentiment. In simple terms this …
Bassanese Bites: Blue sky – November 04 2019
It was yet another positive week for global stocks, with the S&P 500 reaching new record highs. Ongoing optimism with regard to US-China trade talks, a good US earnings reporting season, and signs of stabilisation in global manufacturing were all contributing factors. Even …
FNArena’s Weekly Insights – October 28 2019
I am still amazed, every single time, but with the year 2020 but a whisker away, there are still investors who use backward looking data as the main support source for their investment strategy and portfolio. On my assessment, these investors are at risk of …
Bassanese Bites: CPI Ahead – October 28 2019
Global stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation in global manufacturing and “no news is good news” progress in US-China trade talks. As regards the Q3 US earnings reporting season, …
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