FNArena’s Weekly Insights – October 02 2023
In this week's Weekly Insights: -To Sell Or Not To Sell? -Conviction Calls and Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor To Sell Or Not To Sell? When it comes to investing in the share market, very few events impact as much on the human psyche as a falling share …
Bassanese Bites: Bonds behaving badly – October 03 2023
Global markets Despite benign US inflation data, the ‘no landing’ correction in global equities continued last week, with the S&P 500 down a further 0.7% and US 10-year bond yields rising 0.13% to 4.57%. If there was any consolation, US stocks were at least somewhat less …
FNArena’s Weekly Insights – September 25 2023
In this week's Weekly Insights: -Looking For Answers -Best Ideas & Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor Looking For Answers The short term outlook for the Australian share market is, at best, uncertain. This is because there are simply too many conflicting factors to pay attention to. Last week's selling …
Bassanese Bites: Hawkish pause – September 25 2023
Global markets The ‘no-landing’ correction in global equities continued last week, with the S&P 500 down a chunky 2.9% and US 10-year bond yields rising another lazy 0.10% to 4.44%. The key catalyst, of course, was the Fed meeting. While the Fed kept rates on hold …
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