Bassanese Bites: Buy the dip – July 26 2021
Global markets What can stop the global equity market? Exhaustion? Global investors worried over the weekend before last about the spread of the delta COVID variant and sold down stocks last Monday. By Tuesday, however, they’d changed their minds and a ‘buy the dip’ mentality re-emerged. …
FNArena’s Weekly Insights – July 17 2021
In this week's Weekly Insights: -Covid, Climate Change... Correction? -Conviction Calls -Win A Book -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid, Climate Change... Correction? As per the old adage, experts in the share market are being paid to be optimistic, but those in bond markets are being paid to look …
FNArena’s Weekly Insights – July 12 2021
In this week's Weekly Insights: -Is Risk-Off The Message? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Is Risk-Off The Message? It wasn't that long ago when share markets were dominated by the view that everything old was to become new again, with economic growth and inflation on the …
Bassanese Bites: Delta Hedge – July 19 2021
Global market review U.S. stocks ended the week down after touching record highs earlier in the week, with some apparent concern on Friday that July U.S. consumer sentiment weakened on the back of a lift in inflation fears. Of course, that did not stop U.S. retail …
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