Bassanese Bites: Dot plot showdown – March 15 2021
Global markets Global equities managed to shrug off further upward pressure on bond yields last week, as the combination of strong economic growth yet tame inflation results buffeted investors. The S&P 500 Index rose 2.6% even as U.S. 10-year bond yields lifted 6 basis points to 1.63%. …
FNArena’s Weekly Insights – March 08 2021
In today's Weekly Insights: -Will The Fed Tame The Beast? -Conviction Calls -FNArena Talks Will The Fed Tame The Beast? By Rudi Filapek-Vandyck, Editor FNArena In a share market that is as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the …
Bassanese Bites: Bond watch – March 08 2021
Global markets Global equities managed to end last week in positive territory, despite a further lift in bond yields. Although markets were initially disappointed that Fed chair Powell did not promise to do more to stem the rise in yields, investors finally concluded after the …
FNArena’s Weekly Insights – March 01 2021
A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results season in Australia was mostly about corporate performances. The last time this happened was, according to my memories, February 2018. Back then, investors weren't so sure whether strong …
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