Bassanese Bites: CPI week – July 24 2023
Global markets The effective ‘melt-up’ in US stocks continued last week, with the S&P 500 adding another 0.7%. Although earnings misses by Netflix and Tesla briefly weighed on markets, the overriding narrative remains that of growing hopes of a soft landing given resilient economic growth, easing inflation, and …
FNArena’s Weekly Insights – July 17 2023
In this week's Weekly Insights: -Master & Servants; Bonds vs Equities -Earnings Forecasts: Low Expectations Not Low Enough? -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Master & Servants; Bonds vs Equities "I used to think that if there was reincarnation, I wanted to come back as the president or …
Bassanese Bites: Recession averted? – July 17 2023
Global markets The key development over the past week was the weaker-than-expected US CPI result, which has reduced the risk of further aggressive Fed action that ultimately pushes the economy into recession. According to Fed comments, it still seems likely the Fed will hike at next …
FNArena’s Weekly Insights – July 10 2023
In this week's Weekly Insights: -Earnings Forecasts: Slip Slidin' Away -FY23 Returns: Details Matter -Small Caps In Focus By Rudi Filapek-Vandyck, Editor Earnings Forecasts: Slip Slidin' Away The Australian share market has been doing it tough in July, following a rally in June that nobody was genuinely able to properly explain, …
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