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, …
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 …
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