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, …
Bassanese Bites: Tariff mayhem – April 07 2025
Global markets Global markets slumped last week, reflecting the much higher than expected suite of ‘reciprocal tariffs’ announced by US President Trump. Markets are now pricing in the very real chance of a US recession unless either Trump relents or the Fed steps in some time …
FNArena’s Weekly Insights – April 01 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is undoubtedly the fact that, on most measurements, the damage done thus far to investment portfolios in Australia remains relatively limited. It can easily be …
Bassanese Bites: Liberation Day – March 31 2025
Global markets Global equities weakened again last week as President Trump’s surprise announcement of a 25% global tariff on both cars and auto parts shook market sentiment ahead of this week’s ‘liberation day’. Global markets last week There’s not much else driving global markets at present than US …
FNArena’s Weekly Insights – March 24 2025
In this week's Weekly Insights: Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to whatever comes out of the Trump White House. Reciprocal tariffs? Universal, but with flexibility? No exceptions, except for some? There are still many variations possible …
