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 …
Bassanese Bites: In Trump we trust – January 20 2025
Global markets It’s good to be back! Global equities enjoyed a bounce higher last week thanks to a lower-than-expected US inflation result and encouraging news on the Trump ‘trade wars’ front. 2025 has started somewhat cautiously, with resilient US economic growth and persistent inflation leading to a …
Bassanese Bites: Reality check – December 23 2024
Global markets Global equities fell for the second week in a row following the ‘hawkish cut’ by the US Federal Reserve. As alluded to last week, the major global highlight of the past week was the Fed meeting. Although the Fed cut rates by 0.25% as widely …
Bassanese Bites: Hawkish cut – December 16 2024
Global markets Global equities eased back last week after three weekly gains – likely reflecting buyer exhaustion, higher bond yields, and caution ahead of the US CPI result and upcoming Fed meeting. There were few major global market movers last week, with the US November CPI inflation …
Bassanese Bites: Caution can wait – December 09 2024
Global markets Global equities continued their rebound last week, supported by encouraging comments from Fed chair Jerome Powell and a Goldilocks US employment report. In key commentary last week, Fed chair Powell conceded the US economy was stronger than the Fed thought when it first cut rates in September, …
FNArena’s Weekly Insights – December 02 2024
A Cautious Preview Into 2025 By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead might have in store for investors and financial assets, and this year is no exception. What is different, however, is most predictions this …
Bassanese Bites: Bessent bump – December 02 2024
Global markets Global equities continued their rebound last week, supported by market confidence in Trump’s choice for the new US Treasury Secretary. Easing Middle East tensions and encouraging Fed minutes were also market positives. There was little in the way of major global economic data again last …
FNArena’s Weekly Insights – November 25 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …
Bassanese Bites: Farewell February Cut – November 25 2024
Global markets Global equities bounced back last week, helped by ongoing strength in the US economy and excitement around the ‘Trump trades’ in the wake of Donald Trump’s return to the US Presidency. There was little in the way of major global economic data last week, with …
