Bassanese Bites: Reciprocal tariffs – February 10 2025
Global markets Global equities softened further last week reflecting lingering concerns over US tariffs and inflation. Global equities enjoyed a modest relief rally early last week as US President Trump delayed his proposed 25% tariff on Mexican and Canadian imports – following promises by both countries that …
FNArena’s Weekly Insights – February 03 2025
Earnings Optimism On The Rise By Rudi Filapek-Vandyck, Editor The February results season will soon be in full swing. As I traditionally like to point out: every season has its specific character. This time will be no different. But results seasons are rarely guided by earnings reports only. …
Bassanese Bites: Trade Wars 2.0 – February 03 2025
Global markets Global equities pulled back last week reflecting lingering concerns over the AI outlook, but also Friday’s announcement that the US would impose new tariffs on key trading partners. Global equities are facing an onslaught of challenges at present. First came sticky US inflation and news …
Bassanese Bites: DeepSeek DeepConcern – January 28 2025
Global markets Updated for last night’s close, US stocks were up modestly over the past week helped by relief on the trade-war front. However, US stocks fell on Friday and more so overnight due to a major new threat to the prevailing AI narrative. 2025 has started …
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