FNArena’s Weekly Insights – November 13 2023
In this week's Weekly Insights: -Between Perception & Reality -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception & Reality Probably the biggest surprise I have come across over the past year or so is the observation that so many investors are firm believers in the 'Market Knows …
Bassanese Bites: US CPI Watch – November 13 2023
Global Markets Global equities eked out further gains last week despite a modest rebound in bond yields. As feared, it was a return to more hawkish commentary from US Fed chair Powell that was the main event – in particular, he indicated he was “not confident” …
FNArena’s Weekly Insights – November 06 2023
A Market Of ContradictionsIn this week's Weekly Insights: -Outlook 2024: Is History Our Guide? -Conviction Calls and Best Ideas -December Index Rebalancing By Rudi Filapek-Vandyck, Editor Outlook 2024: If History Can Be Our Guide Bond yields are down, and equities have put in a big rally starting from a deeply oversold position. The …
Bassanese Bites: RBA to hike – November 06 2023
What a week! Softer-than-expected US economic data, reduced Treasury issuance, Middle East containment and a somewhat more dovish Federal Reserve saw bond yields plummet last week and equities bounce back. US 10-year yields dropped a lazy 0.26% to 4.57%, while the S&P 500 rebounded by an …
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