FNArena’s Weekly Insights – March 04 2024
In this week's Weekly Insights: -Investing Is About The Future -All-Weather Model Portfolio -Conviction Calls -It's Your Turn By Rudi Filapek-Vandyck, Editor FNArena Investing Is About The Future The local December-half results season in February had its own script in mind, as also illustrated by the interim result release from California, USA …
Bassanese Bites: Powell & payrolls – March 04 2024
Global markets US stocks continued to grind higher last week following a key inflation report that was no worse than expectations. Optimism around the Q4 earnings reporting season also helped as did ongoing euphoria around AI. Bond yields eased a touch and the $US remained steady. …
FNArena’s Weekly Insights – February 26 2024
In this week's Weekly Insights: Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through its third week, it became obvious the heavy skew towards positive surprises could not be maintained. As it turned out, the busiest week of …
Bassanese Bites: Consolidation – February 26 2024
Global markets US stocks bounced back last week after a small inflation related dip the previous week, with the S&P 500 gaining 1.7%. Bond yields and the US dollar were broadly steady. …
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