Bassanese Bites: On again, Off again – March 10 2025
Global markets To repeat last week’s opening line, “global equities retreated further last week due to ongoing US tariff concerns and additional evidence of negative effects on the US economy.” Trump’s tariff saga continued to dominate global market sentiment last week. Markets slumped on Monday after Trump …
FNArena’s Weekly Insights – March 04 2025
February's Reality Check By Rudi Filapek-Vandyck, Editor No matter how one tries to cut and slice the facts, February has been a sore disappointment for Australian investors, starting with price action as the ASX200 retreated by -4.22% over the month but kept losses limited to -3.79% through …
Bassanese Bites: Will he or won’t he? – March 03 2025
Global markets Global equities retreated further last week due to ongoing US tariff concerns and additional evidence of negative effects on the US economy. Last week’s major global highlight was US President Donald Trump’s ongoing on-again/off-again tariff threats. By the end of the week, the US seemed …
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 …
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 …
