Bassanese Bites: On song – August 08 2022
Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political concerns surrounding US House speaker Pelosi’s visit to Taiwan, US stocks …
FNArena’s Weekly Insights – August 01 2022
In this week's Weekly Insights: -The Non-Recession Recession -August Preview: Curveballs, Profits & Forecasts -Conviction Calls -Focus on Quality -FNArena Talks By Rudi Filapek-Vandyck, Editor The Non-Recession Recession When is a recession not a recession? I'll leave the debate to the global community of economists, but needless to say the first two quarters of …
Bassanese Bites: Burns or Volker? – August 01 2022
Week in review Global equities saw fit to look on the bright side again last week, rallying in the face of weakening US economic data and another jumbo-sized 0.75% Fed hike. Indeed, the US tipped into a technical recession last week with a second successive negative …
FNArena’s Weekly Insights – July 28 2022
In this week's Weekly insights: -'I'm so Bearish, I'm Bullish' -Corporate Earnings: Between Dr Jekyll & Mr Hyde -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 'I'm so Bearish, I'm Bullish' Economists at Oxford Economics summarised this year's financial market's dilemma as follows: The risk of a global recession has clearly …
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