Bassanese Bites: Higher for longer – August 21 2023
Global markets US stocks weakened for the third week in a row under pressure from rising US bond yields and concerns over the Chinese economic outlook. Strong US retail sales in July along with the market’s hawkish interpretation of the minutes of the Fed July policy …
FNArena’s Weekly Insights – August 14 2023
In this week's Weekly Insights: August Results: Early Observations By Rudi Filapek-Vandyck, Editor From a general market sentiment perspective, the importance of the financial performance of CommBank ((CBA)) in Australia can never be understated. Not only is CBA the largest (premium) bank in the country, it is also …
Bassanese Bites: All priced? – August 14 2023
Global markets US stocks continued their consolidation last week, after a strong run over previous weeks as the ‘soft landing’ scenario started to become the consensus call. Indeed, last week there was a sense that the good news now appeared largely priced in, with equities and …
FNArena’s Weekly Insights – August 07 2023
In this week's Weekly Insights: -Healthy Health, Wealthy Wealth -Early Observations -Conviction Calls and Best Ideas -FNArena Talks (2x) By Rudi Filapek-Vandyck, Editor Healthy Health, Wealthy Wealth Higher bond yields and a tougher economic outlook have directed the market's attention to corporate vulnerabilities that previously were hardly ever mentioned. Think balance sheet and …
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