Bassanese Bites: Fed fun and games – September 18 2023
Global markets Global equities consolidated last week despite a slightly higher-than-expected US core CPI and a further gain in bond yields. The ongoing rise in oil prices is emerging as a new market concern, while US activity data remained firm. …
FNArena’s Weekly Insights – September 13 2023
In this week's Weekly Insights: August 2023: Winners & Losers By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary retailers led by Harvey Norman ((HVN)), JB Hi-Fi ((JBH)) Premier Investments ((PMV)), Super Retail ((SUL)), The Reject Shop …
Bassanese Bites: Oil slick – September 11 2023
Global markets Global equities pulled back last week as bond yields edged higher, with markets reflecting concerns regarding overly strong US economic growth and the ongoing strength in oil prices. …
FNArena’s Weekly Insights – September 04 2023
In this week's Weekly Insights: -Outlook Negative, With Plenty Of Silver Linings -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor One of the stand-out features of the August results season has been the resilience of household spending in Australia, which proved pivotal in keeping the balance of the …
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