Bassanese Bites: Rate surge – July 10 2023
Global markets The key development over the past week was ongoing solid US economic reports, which along with hawkish Fed minutes saw bond yields move notably higher. US 10-year bond yields rose by 0.22% to 4.07% – a new high for the year though still a …
FNArena’s Weekly Insights – July 03 2023
In this week's Weekly Insights: -A Dozen Insights For FY24 -El Nino And Insurers -When Quality Goes Missing -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor A Dozen Insights For FY24 If one well-chosen graphic compensates for 1000 words, imagine how many words we are saving with the charts and graphics …
FNArena’s Weekly Insights – June 26 2023
In this week's Weekly Insights: -Forecasts Under Pressure -Which Stocks To Buy? By Rudi Filapek-Vandyck, Editor Forecasts Under Pressure And when all is said and done, the dust has settled, and the verdict is in, we shall all observe it has been a fairly standard central bank tightening process, but …
Bassanese Bites: Line-ball RBA Day – July 03 2023
Global Markets Solid economic data and a reasonably benign inflation report provided further reassuring signs to Wall Street last week that the US economy remained on a “soft landing” track. Even Powell’s ongoing threat of two additional rate hikes is being taken in its stride – …
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