FNArena’s Weekly Insights – May 20 2024
In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …
Bassanese Bites: Record highs – May 20 2024
Global markets – week in review The global equity market rebound continued into its fourth week thanks to a US CPI inflation report which – for the first time in several months – failed to surprise on the upside. Softer retail spending and a patient Fed …
FNArena’s Weekly Insights – May 13 2024
In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …
Bassanese Bites: 4th time lucky? – May 13 2024
Global markets – week in review The global equity market rebound continued into its third week as softer-than-expected US labour market data encouraged markets into believing the Fed could still cut rates a couple of times later this year. Following on from the previous Friday’s soft payrolls …
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