Bassanese Bites: Bessent bump – December 02 2024
Global markets Global equities continued their rebound last week, supported by market confidence in Trump’s choice for the new US Treasury Secretary. Easing Middle East tensions and encouraging Fed minutes were also market positives. There was little in the way of major global economic data again last …
FNArena’s Weekly Insights – November 25 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …
Bassanese Bites: Farewell February Cut – November 25 2024
Global markets Global equities bounced back last week, helped by ongoing strength in the US economy and excitement around the ‘Trump trades’ in the wake of Donald Trump’s return to the US Presidency. There was little in the way of major global economic data last week, with …
FNArena’s Weekly Insights – November 18 2024
By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction to make, typical, maybe, of the euphoric sentiment that surrounds share markets when indices are trading near all-time record highs. More value-conscious investors have kept their eyes firmly …
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