FNArena’s Weekly Insights – June 02 2025
In today's Weekly Insights: In today's Weekly Insights: How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look "expensive". There's virtually nobody around who will fiercely dispute that statement, but does this by definition mean we should all worry about the next sell-off forthcoming? Recent client conversations by analysts at Morgan …
Bassanese Bites: The TACO trade – June 02 2025
Global markets Global stocks rebounded last week, helped by a bounce in US consumer confidence as well as US President Trump’s decision to delay a 50% tariff on European imports. Trump’s on-again, off-again tariff saga continues Markets were whipsawed again last week after US President Trump threatened to …
FNArena’s Weekly Insights – May 26 2025
In today's Weekly Insights: How Do We Value The Future? By Rudi Filapek-Vandyck, Editor Invest in the future is an oft provided free piece of advice to investors, including by yours truly. After all, when major technological changes descend upon society, it's better to own the manufacturer of the …
Bassanese Bites: Big beautiful debt – May 26 2025
Global markets Global stocks pulled back last week, likely reflecting some profit-taking after recent strong gains. But there are also concerns around US debt levels and Trump’s renewed tariff threats. Market jitters return The passing of a budget bill by the US House of Representatives mid-last week was …
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