Bassanese Bites: Big beautiful debt – May 26 2025
Global markets Global stocks pulled back last week, likely reflecting some profit-taking after recent strong gains. But there are also concerns around US debt levels and Trump’s renewed tariff threats. Market jitters return The passing of a budget bill by the US House of Representatives mid-last week was …
FNArena’s Weekly Insights – May 19 2025
In today's Weekly Insights: -Is Buy The Dip Changing Markets? -Compare The Pair: Expensive Versus Cheap By Rudi Filapek-Vandyck, Editor Is Buy The Dip Changing Markets? Whenever something happens to financial markets, analysts and market participants often seek guidance from the past in order to assess what might plausibly follow …
Bassanese Bites: Crossing the chasm – May 19 2025
Global markets Global stocks rebounded sharply last week after the US and China agreed to temporarily lower tariffs for 90 days while trade negotiations continue. US-China trade deal Investors breathed a sigh of relief after it became clear that the outcome of the weekend US-China trade talks exceeded …
FNArena’s Weekly Insights – May 12 2025
Awaiting The Real World Ramifications (continued) By Rudi Filapek-Vandyck, Editor Holding out a proverbial carrot in front of global financial markets is a highly effective strategy. It worked for the first Trump administration, as it has worked on many other occasions too. After we all digested the shock …
Bassanese Bites: Much ado about nothing – May 12 2025
Global markets Global stocks pulled back last week after several weeks of strong gains. Some impatience is emerging around the timing of US trade deals. US-UK trade deal Global markets opened last week on a nervous note. Reports suggested that US President Trump will personally set tariff levels. This means …
Bassanese Bites: Race against time – May 05 2025
Global markets Global stocks continued their rebound last week, driven by robust US economic data and renewed hopes for an easing in US-China trade tensions. Despite anecdotal reports of potential economic disruptions from Trump’s tariff hikes, last week’s wave of economic data pointed to a slowing (but …
FNArena’s Weekly Insights – April 28 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Awaiting The Real World Ramifications At face value, investors are treating this year's 'Trump Slump' as your garden variety annual retreat post exuberance-driven all-time highs reached in early 2025. The numbers speak for themselves. When measured from January 1st, the …
Bassanese Bites: Take & Give – April 28 2025
Global markets Global stocks rebounded last week, driven by hopes that President Trump may reduce the 145% tariff imposed on China. Over the last fortnight, financial markets have been driven by shifts in President Trump’s economic policies. Threats like tariff hikes and intentional meddling with the Federal …
Bassanese Bites: Cause to pause – April 14 2025
Global markets Global stocks staged a solid bounce back last week from deeply oversold levels (at least in the short term), following US President Trump’s decision to pause the impost of high reciprocal tariffs for 90 days. Instead, all countries would face a minimum tariff …
FNArena’s Weekly Insights – April 07 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Share Market Scenarios & Dilemmas Monday's session on the ASX was expected to be brutal as the US administration shows no signs of backing down from its "reciprocal" import tariffs (note the " "). China's response has been equally forceful, …
