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 …
Bassanese Bites: Debt downgrade – August 07 2023
Global markets After a strong run in recent weeks, US stocks pulled back last week due to a sharp rise in bond yields which, in turn, reflected the Fitch credit downgrade and official plans for higher US long-term public debt issuance. The US July payrolls report, …
FNArena’s Weekly Insights – July 31 2023
In this week's Weekly Insights: -Awaiting The August Verdict -Conviction Calls and Best Ideas By Rudi Filapek-Vandyck, Editor Awaiting The August Verdict It's by no means a perfect relationship, but earnings forecasts in Australia are tumbling in seldom witnessed fashion while key indices are threatening to set new highs for …
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