Bassanese Bites: Wall of worry – June 16 2025
Global markets Global stocks were generally edging higher last week before Israel’s attack on Iran caused an understandable sell-off on Friday. Israel-Iran conflict appears contained My early thoughts on the Israel-Iran tit-for-tat remain the same. Markets won’t much care if they keep exchanging missiles, provided it does not …
FNArena’s Weekly Insights – June 10 2025
In today's Weekly Insights: The AI Promise Is Broadening By Rudi Filapek-Vandyck, Editor The race to become the world's largest company by market capitalisation is now decided by day-to-day share price fluctuations between Microsoft and Nvidia, two of the leading global beneficiaries of our modern day revolution that …
FNArena’s Weekly Insights – June 02 2025
In today's Weekly Insights: In today's Weekly Insights: How Expensive Is Expensive? By Rudi Filapek-Vandyck, Editor Equity markets look "expensive". There's virtually nobody around who will fiercely dispute that statement, but does this by definition mean we should all worry about the next sell-off forthcoming? Recent client conversations by analysts at Morgan …
Bassanese Bites: The TACO trade – June 02 2025
Global markets Global stocks rebounded last week, helped by a bounce in US consumer confidence as well as US President Trump’s decision to delay a 50% tariff on European imports. Trump’s on-again, off-again tariff saga continues Markets were whipsawed again last week after US President Trump threatened to …
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