FNArena’s Weekly Insights – April 04 2022
In this week's Weekly Insights: -Real Market Support Is Invisible -Conviction Calls -All-Weathers: Steadfast Group -At The AIA Conference -Presentations in April -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Real Market Support Is Invisible Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong come-back rally throughout …
Bassanese Bites: Becalmed – April 04 2022
Global Markets Global equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil prices as the U.S. announced the biggest ever withdrawal from its strategic reserves. Equities continue to hope for a …
Bassanese Bites: Faster is better – March 28 2022
Global markets There continues to be a strange divergence in global financial markets. Global bond yields surged further last week as strong U.S. economic data and hawkish Fed rhetoric saw bond markets almost fully price in a 0.5% rate hike at the May Fed meeting – …
FNArena’s Weekly Insights – March 21 2022
In this week's Weekly Insights: -Preparing For August -Conviction Calls -Research To Download -No Weekly Insights Next Week By Rudi Filapek-Vandyck, Editor FNArena Preparing For August "Earnings growth expectations have been reduced dramatically since the start of the year. Higher commodity prices will lead to weaker consumer demand and lower economic growth. As …
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