Bassanese Bites: China jeer – October 14 2024
Global markets Global equities edged higher again last week reflecting the continued prospect of US monetary easing and a good start to the Q3 US earnings reporting season. The lift in stocks came despite a higher-than-expected US inflation report and disappointment on further Chinese policy stimulus. The …
FNArena’s Weekly Insights – October 7 2024
In this week's Weekly Insights: -Market Reflects Risk & Opportunities -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk & Opportunities It is easy, probably too easy, to be deterred by what looks like richly priced asset prices, but if the years past have shown one key message for …
Bassanese Bites: No hurry – October 8 2024
Global markets Global equities eased back over the past week, reflecting a rise in Middle East tensions and stronger-than-expected US economic data – which, in the latter case, has scaled back near-term US rate-cut expectations. Developments over the past week have tended to be bearish for bond …
FNArena’s Weekly Insights – September 30 2024
In this week's Weekly Insights: -Ten Highflyers With More Upside Potential -FNArena Talks -All-Weather Research: Post-August Changes -FNArena on Saturday By Rudi Filapek-Vandyck, Editor Ten Highflyers With More Upside Potential Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there's no such thing as …
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