FNArena’s Weekly Insights – September 04 2023
In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor One of the stand-out features of the August results season has been the resilience of household spending in Australia, which proved pivotal in keeping the balance of the …
Bassanese Bites: RBA to hold – September 04 2023
Global markets Continued ‘Goldilocks’ reports out of the United States helped support equity and bond markets again last week, with the S&P 500 rebounding for the second week in a row. US 10-year bond yields edged lower over the week to 4.18%, from an end-week high …
Bassanese Bites: Jackson Hold – August 28 2023
Global markets Soft economic data and a less threatening than feared Jackson Hole speech by Fed chair Jerome Powell allowed US bond yields to steady last week and stocks to recover somewhat. …
FNArena’s Weekly Insights – August 21 2023
In this week's Weekly Insights: -Resilience Shines, Forecasts Slide -No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor August Signals: Resilience Shines, Forecasts Slide August is well passed the half-way mark, but in Australia the all-important week four in the local results season has only just started. In terms of numbers …
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