Bassanese Bites: Shell shocked – February 24 2025
Global markets Global equities retreated last week under a barrage of further announcements by US President Trump as well as early signs that his actions may be starting to negatively affect the economy. There was little in the way of major US economic data last week, leaving …
FNArena’s Weekly Insights – February 17 2025
More Beats In Early Feb Results By Rudi Filapek-Vandyck, Editor If everything goes to plan, the RBA will deliver its first rate cut since 2020 at Tuesday's board meeting. Whether this will be supportive of further share market gains remains to be seen as forward-looking equities have, of …
Bassanese Bites: A 0.35% rate cut? – February 17 2025
Global markets Global equities ended the week stronger despite a higher-than-expected US inflation report and also thanks to a delay in planned US tariffs and hopes around proposed Russia-Ukraine peace talks. The underlying resilience of global equities was on display last week as markets shrugged off a …
FNArena’s Weekly Insights – February 10 2025
Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has hardly gained any traction thus far, as the bulk of releases occurs in the second half of the month, but already some market watchers have noted the outsized …
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