Bassanese Bites: Fabulous Fed – September 16 2024
Global markets Global equities bounced back solidly last week as benign US economic data heightened expectations for a US rate cut this week. The US Presidential debate was a non-event for markets. As I’ve argued in the past, markets don’t seem to mind which candidate wins – …
FNArena’s Weekly Insights – September 11 2024
Rudi’s View: Asking The Important Questions By Rudi Filapek-Vandyck, Editor Asking The Important Questions Two-and-a-half years ago the Federal Reserve started what became one of its steepest tightening cycles in history. Two-and-a-half years and we are still debating whether the US economy, and possibly the global economy in …
Bassanese Bites: Great debate – September 09 2024
Global markets Global equities declined sharply last week, reflecting further weaker than expected US economic data and anti-trust concerns around tech darling Nvidia. As the saying goes, the faster they rise, the harder they fall – and Nvidia is no exception. The sharp sell-off in this AI …
FNArena’s Weekly Insights – September 6 2024
Rudi’s View: August Results Fail To Inspire By Rudi Filapek-Vandyck, Editor Investors are trained to be optimistic and hopeful but if the August reporting season proved one thing it is that hope is not an ideal strategy during times when economies are slowing and household budgets persistently …
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