Bassanese Bites: Immaculate disinflation? – November 14 2022
Week in review By far, the key market highlight over the past week was the lower-than-expected October US Consumer Price Index (CPI) report. Core inflation (excluding food and energy) rose by only 0.3% over the month compared with market expectations of 0.5%. After a number of …
FNArena’s Weekly Insights – November 07 2022
In this week's Weekly Insights: -More Choice For Income Hunters -December Index Review Preview -Conviction Calls -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor FNArena More Choice For Income Hunters The year of the Grand Yields Reset, otherwise known as probably the worst bear market for global bonds - ever, is …
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 …
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