FNArena’s Weekly Insights – February 10 2025
Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has hardly gained any traction thus far, as the bulk of releases occurs in the second half of the month, but already some market watchers have noted the outsized …
Bassanese Bites: Reciprocal tariffs – February 10 2025
Global markets Global equities softened further last week reflecting lingering concerns over US tariffs and inflation. Global equities enjoyed a modest relief rally early last week as US President Trump delayed his proposed 25% tariff on Mexican and Canadian imports – following promises by both countries that …
FNArena’s Weekly Insights – February 03 2025
Earnings Optimism On The Rise By Rudi Filapek-Vandyck, Editor The February results season will soon be in full swing. As I traditionally like to point out: every season has its specific character. This time will be no different. But results seasons are rarely guided by earnings reports only. …
Bassanese Bites: Trade Wars 2.0 – February 03 2025
Global markets Global equities pulled back last week reflecting lingering concerns over the AI outlook, but also Friday’s announcement that the US would impose new tariffs on key trading partners. Global equities are facing an onslaught of challenges at present. First came sticky US inflation and news …
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