Bassanese Bites: Weak GDP Ahead – September 02 2019
After a very worrying start, global equities eventually recovered over the course of last week – thanks to no immediate Chinese retaliation to Trumps’s latest tariffs hikes and ongoing signals that the two sides are still at least talking. Hope springs eternal! It helped also …
FNArena’s Weekly Insights – August 26 2019
A lot of ink and airtime have been spent on the never ending debate on Value versus Growth investing in the Australian share market, but if the August 2019 corporate reporting season is proving anything it is that investors might be best off by focusing …
FNArena’s Weekly Insights – August 19 2019
FNArena only started to produce detailed coverage of Australian corporate results in August 2013. In the six years since we haven't monitored one season yet in which released financial performances consist of more "misses" than "beats", but early indications are this August reporting season can possibly …
Bassanese Bites: Unnerving Inversion – August 19 2019
Inversion of a key US yield curve measure (the gap between US 10-year and 2-year Federal Government bond yields) sent jitters through Wall Street last week, as did further signs of softer economic growth in Europe and China. The global stock pull back continued as …
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