FNArena’s Weekly Insights – February 07 2022
In this week's Weekly Insights: -February Results: Macro, Traps And Opportunities -Conviction Calls -Index Changes By Rudi Filapek-Vandyck, Editor FNArena February Results: Macro, Traps And Opportunities Contrary to popular belief, bear market periods are actually quite common in global markets. Pre-GFC we all liked to think there would not be a repeat …
Bassanese Bites: Soft landing? – February 07 2022
Global markets Here is the critical question of the year: can the Fed engineer a ‘soft landing’ for the U.S. economy? In other words, can it slow the economy by enough to take the pressure off red-hot wage and price inflation without causing the economy to tip …
FNArena’s Weekly Insights – January 31 2022
In this week's Weekly Insights: -February Looks Tricky -Conviction Calls -FNArena Talks February Looks Tricky By Rudi Filapek-Vandyck, Editor FNArena 2022 is already shaping up as a much more volatile and challenging year for investors, and we're still only at the beginning! Geopolitics aside, the Big Question that is now on investors' …
Bassanese Bites: Correction or recession? – January 31 2022
Global markets It’s nice to be back from holiday.. what did I miss? One of the downsides of being a market analyst is that it’s often hard to switch off from markets even when on a break, especially when volatility spikes and there are big market-moving …
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