Bassanese Bites: Good news is good? – July 11 2022
Week in Review If ever one wanted confirmation that Wall Street is not priced for recession, last week was it. In a curious twist, equities saw fit to rally mid-week on better than expected surveys of the US manufacturing and services sector, even though this …
FNArena’s Weekly Insights – July 04 2022
In this week's Weekly Insights: -Are We There Yet? -Minus 20% -Conviction Calls -Asset Classes Over The Decades -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet? Bank of America Securities Chief Investment Strategist Michael Hartnett put it as follows when the June results of the global fund manager survey were …
Bassanese Bites: Bad news is bad – July 04 2022
Week in review Global stocks weakened last week as the previous week’s hope of a soft landing morphed into fears of a hard landing, especially given a plunge in US consumer expectations and a weak ISM manufacturing report. Note, moreover, Wall Street weakened despite a slightly …
FNArena’s Weekly Insights – June 27 2022
In this week's Weekly Insights: -Balancing Between Opportunity & Risks -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity & Risks If there is one strong universal agreement among investors of all kinds and colours it is that bear markets present opportunity for those who can look beyond …
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