Bassanese Bites: Have yields peaked? – October 16 2023
Global markets US equities managed to squeeze out further small gains last week despite the lift in Middle East tensions and oil prices, thanks to a fall back in bond yields on the back of more dovish Fed commentary. …
FNArena’s Weekly Insights – October 09 2023
In this week's Weekly Insights: -Best Ideas & Conviction Calls -ResMed Talks -Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas, on Monday unforeseen circumstances limited my time available and I had to restrict this week's Weekly Insights to a Round Up of Best Ideas and Conviction Calls. Despite the …
Bassanese Bites: Oil concerns return – October 09 2023
Global markets US equities managed to squeeze out small gains last week despite a further rise in bond yields, likely helped by a slump in oil prices and easing US wage inflation. Even the NASDAQ-100 bounced back 1.8%. Whether this is merely consolidation remains to be seen, …
FNArena’s Weekly Insights – October 02 2023
In this week's Weekly Insights: -To Sell Or Not To Sell? -Conviction Calls and Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor To Sell Or Not To Sell? When it comes to investing in the share market, very few events impact as much on the human psyche as a falling share …
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