FNArena’s Weekly Insights – October 23 2023
In this week's Weekly Insights: -Bonds & Equities; Joined At The Hip -Conviction Calls & Best Ideas -In Search Of Yield -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Bonds & Equities; Joined At The Hip The most important financial indicator right now may not be the level of government bond yields, or …
Bassanese Bites: Global equities sell-off continues – October 23 2023
Global markets Global equities continued to sell off last week on the back of a further rise in bond yields. After easing the previous week, US 10-year yields surged back to end the week at 4.91% while the S&P 500 index dropped 2.4% Several factors drove the …
FNArena’s Weekly Insights – October 16 2023
In this week's Weekly Insights: -Yield Is Back -Watch The Corporate Calendar -CSL & ResMed - Under Pressure -Best Ideas & Conviction Calls By Rudi Filapek-Vandyck, Editor Yield Is Back Twelve months ago, a temporary peak in global bond yields provided the green light for a strong relief rally in share markets. …
Bassanese Bites: Have yields peaked? – October 16 2023
Global markets US equities managed to squeeze out further small gains last week despite the lift in Middle East tensions and oil prices, thanks to a fall back in bond yields on the back of more dovish Fed commentary. …
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