Bassanese Bites: Laugh or cry? – June 27 2022
Week in review A feisty 6.4% rebound in the S&P 500 was the major market highlight of the past week, supported by declining bond yields and commodity prices. With aggressive interest rate hikes slowly but surely starting to take the edge off global growth, equity investors are …
FNArena’s Weekly Insights – June 20 2022
In this week's Weekly Insights: -Not The Bottom, Not The End -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Not The Bottom, Not The End "For people still in their prime earning years, this bear market is likely to be as bullish in the long run as it …
Bassanese Bites: U.S. recession likely – June 20 2022
Global markets It was another horror week for global equity (and bond) markets as the previous week’s hotter than expected U.S. consumer price index report led to fears that the Fed would hike by 0.75% at last week’s meeting. Following a well-timed media leak, those fears …
FNArena’s Weekly Insights – June 14 2022
By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on consecutive days (see further below). As a result, I am limiting Weekly Insights to Conviction Calls. Equally important, the negative start to the week does not change …
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