Bassanese Bites: CPI test – November 07 2022
Week in review Global equities tried hard to continue to rally last week while the US Fed tried hard to prevent that from happening. The Fed hiked rates by 0.75% as widely expected, and hinted at a likely scaling back to a 0.5% (or even 0.25%) …
FNArena’s Weekly Insights – October 31 2022
In this week's Weekly Insights: -Technology's Moment Of Truth -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Technology's Moment Of Truth Big Tech on Wall Street has fallen off its pedestal in October with share price weakness following the release of Q3 financials. For some, like Meta (formerly known as …
Bassanese Bites: Hope springs eternal – October 31 2022
Week in review Better than feared Q3 US earnings results and ongoing hopes of a dovish Fed ‘pivot’ helped propel global equities higher again last week – despite signs of still-high US inflation and weakening economic growth. Hope on Wall Street still springs eternal. As evident …
FNArena’s Weekly Insights – October 24 2022
In this week's Weekly Insights: -In Bonds We Must Trust -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena In Bonds We Must Trust Normally, when economic recession is coming, you'd expect defensives and solid & reliable Quality industrials to be among the outperformers in the share market but 2024 …
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