FNArena’s Weekly Insights – September 18 2023
In this week's Weekly Insights: -Navigating The Post-August Complexities -Best Ideas and Conviction Calls -FNArena Talks Navigating The Post-August Complexities By Rudi Filapek-Vandyck, Editor Active fund managers. They are usually brimming with optimism because, as some like to remind us all, pessimists don't make much money. Yet, at a recent industry panel …
Bassanese Bites: Fed fun and games – September 18 2023
Global markets Global equities consolidated last week despite a slightly higher-than-expected US core CPI and a further gain in bond yields. The ongoing rise in oil prices is emerging as a new market concern, while US activity data remained firm. …
FNArena’s Weekly Insights – September 13 2023
In this week's Weekly Insights: August 2023: Winners & Losers By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary retailers led by Harvey Norman ((HVN)), JB Hi-Fi ((JBH)) Premier Investments ((PMV)), Super Retail ((SUL)), The Reject Shop …
Bassanese Bites: Oil slick – September 11 2023
Global markets Global equities pulled back last week as bond yields edged higher, with markets reflecting concerns regarding overly strong US economic growth and the ongoing strength in oil prices. …
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