FNArena’s Weekly Insights – September 26 2022
In this week's Weekly Insights: -Good News -PEs - The Tool That Both Enlightens And Confuses -Conviction Calls -Research To Download -FNArena Talks (3x) By Rudi Filapek-Vandyck, Editor Good News A brutal September has pushed the market indicator that used to be known as Citi's Panic/Euphoria Index into Panic mode territory. The good news …
Bassanese Bites: Bond bloodbath – September 26 2022
Week in review Continued hawkish actions from the US Federal Reserve again weighed on global equity and bond markets last week, with an ill-judged very stimulatory UK budget also not helping fragile global sentiment on Friday. The result is that US stocks are almost back to …
FNArena’s Weekly Insights – September 19 2022
In this week's Weekly Insights: -Are We There Yet? (Fat Chance!) -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor Are We There Yet? (Fat Chance!) As is often the case, the most important developments across financial markets this month is what is not shown through share price movements. On Monday morning …
Bassanese Bites: Time for shock and awe? – September 19 2022
Week in review Without doubt the highlight of the past week was the higher than expected US CPI result, with both headline and core inflation worse than market expectations. The big shock was core inflation (excluding food and energy) which rose 0.6% compared to a market …
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