FNArena’s Weekly Insights – 18 August 2025
In today's Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns -Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end of fiscal 2025 (Monday June 30th) and yet another year of double digit return for the local market (as measured by the ASX200). Below the surface, another regularly recurring phenomenon …
FNArena’s Weekly Insights – August 4 2025
In today's Weekly Insights: -A warning from Longview Economics -Some sage advice from Franklin Equity Group -Taking Stock Ahead Of August By Rudi Filapek-Vandyck, Editor A warning from Chris Watling, Global Economist & Chief Market Strategist, Longview Economics: "Signs of froth continue to build in global financial markets (especially in the US). "As …
Bassanese Bites: Art of the deal – July 28 2025
Global week in review Global equities pushed higher last week, helped by solid US earnings reports and the completion of more major US trade deals. Trump causes Japan and Europe to blink Say what you like about US President Donald Trump but he does appear to have secured …
FNArena’s Weekly Insights – July 21 2025
In today's Weekly Insights: -Ask FNArena -Extreme Bifurcation Ahead Of August -For Financial Advisors Ready to Make an Impact By Rudi Filapek-Vandyck Ask FNArena Tuesday, the 29th of July at 4.30pm. Put it in your agenda to participate in FNArena's online Zoom meeting, featuring your Editor ready to answer your questions. We welcome …
Bassanese Bites: Earnings support – July 21 2025
Global week in review Global stocks edged lower last week as concerns around US President Trump’s tariff strategy returned. US tariff levels inch above market expectations With markets becoming increasingly numb to Trump’s persistent tariff threats, equities managed to squeeze out a small gain last week thanks to …
FNArena’s Weekly Insights – July 14 2025
In today's Weekly Insights: -Navigating Covid Legacies -FNArena Talks -Ask FNArena -For Financial Advisors Ready to Make an Impact Navigating Covid Legacies By Rudi Filapek-Vandyck, Editor Four and a half years after the final covid-driven societal lockdowns ended in NSW and Victoria, unforeseen consequences and impacts are still depressing share prices and …
Bassanese Bites: Crying wolf? – July 14 2025
Global week in review Global stocks edged lower last week as concerns around US President Trump’s tariff strategy returned. Tariffs are back Global equities tried hard last week to ignore the flurry of tariff announcements from US President Donald Trump. Trump announced a 50% tariff on copper and …
FNArena’s Weekly Insights – July 07 2025
In today's Weekly Insights: -The Megatrend You Simply Cannot Ignore -FNArena Talks -Ask FNArena By Rudi Filapek-Vandyck, Editor The Megatrend You Simply Cannot Ignore Two and a halve years have passed since financial markets, and the world at large, woke up to a new technological break-through labeled Generative Artificial Intelligence. By now, …
Bassanese Bites: What’s the hurry? – July 07 2025
Global week in review Global stocks rose further last week, reflecting hopes around US fiscal stimulus and trade talks. Trade and fiscal hopes Global stocks are now looking for almost any excuse to rally. Last week, the US Senate’s passing of the ‘Big Beautiful Bill’ was a reason …
FNArena’s Weekly Insights – June 30 2025
In today's Weekly Insights: -Dicker Data; Megatrends Without Covid-Lockdowns -Ask FNArena By Rudi Filapek-Vandyck, Editor This week marks the end of fiscal 2025 (Monday June 30th) and yet another year of double digit return for the local market (as measured by the ASX200). Below the surface, another regularly recurring phenomenon …
