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 …
Bassanese Bites: China cheer – September 30 2024
Global markets Global equities rose further last week helped by surprise Chinese stimulus moves and the ongoing US “goldilocks” environment. US economic data was reasonably mixed last week though broadly consistent with the soft landing or “goldilocks” scenario. On the negative side, the Conference Board US consumer …
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