Bassanese Bites: Powell & payrolls – March 04 2024
Global markets US stocks continued to grind higher last week following a key inflation report that was no worse than expectations. Optimism around the Q4 earnings reporting season also helped as did ongoing euphoria around AI. Bond yields eased a touch and the $US remained steady. …
FNArena’s Weekly Insights – February 26 2024
In this week's Weekly Insights: Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through its third week, it became obvious the heavy skew towards positive surprises could not be maintained. As it turned out, the busiest week of …
Bassanese Bites: Consolidation – February 26 2024
Global markets US stocks bounced back last week after a small inflation related dip the previous week, with the S&P 500 gaining 1.7%. Bond yields and the US dollar were broadly steady. …
FNArena’s Weekly Insights – February 19 2024
In this week's Weekly Insights: More Winners Than Losers In Mid-February By Rudi Filapek-Vandyck, Editor Reporting seasons in Australia have become a second half (of the month) tsunami affair and by this time twelve months ago the FNArena Corporate Results Monitor had already covered close to 100 …
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