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 …
FNArena’s Weekly Insights – September 12 2022
In this week's Weekly Insights: -Inflation & House Prices -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor Inflation & House Prices One of the more eye-catching forecasts made recently is that persistent inflation in Australia will prevent local house prices from experiencing a true crash a la Spain, Ireland or …
Bassanese Bites: Consumer price index (CPI) watch – September 12 2022
Week in review After several weeks of losses, global stocks bounced back last week on little new fundamental news, likely reflecting end-of-month rebalancing and profit taking from short sellers. If there was one possible fundamental reason, it was a couple of Fed speakers (Brainard and Mester) acknowledging …
FNArena’s Weekly Insights – September 05 2022
In this week's Weekly Insights: -August Reports: Closing Remarks -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor August Reports: Closing Remarks The key attraction for investing in small and micro cap companies is the ability to generate oversized gains when things fall into place at the right time. But just about …
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