Bassanese Bites: Fed fever – March 25 2024
Global markets US stocks bounced back solidly last week and bond yields declined as the US Federal Reserve retained its expectation of three rate cuts this year at its March meeting – despite upgrading its near-term growth and inflation outlook. …
FNArena’s Weekly Insights – March 18 2024
In this week's Weekly Insights: -Selective Opportunities Among Discounted REITs -Conviction Calls & Best Buys By Rudi Filapek-Vandyck, Editor Selective Opportunities Among Discounted REITs Central bankers will lower interest rates, though the exact timing remains unknown. Bond markets will try to anticipate these reductions and rally in advance, lowering bond …
Bassanese Bites: Hot stuff – March 18 2024
Global markets Is it just me, or is it getting hot in here? US stocks eased back only a touch further last week despite a lurch higher in bond yields and two stronger-than-expected inflation reports. The $US also firmed, with markets reducing further the prospect of …
FNArena’s Weekly Insights – March 11 2024
In this week's Weekly Insights: -Healthcare Under The Scanner -February 2024; The Final Verdict -Rudi Unplugged, In April By Rudi Filapek-Vandyck, Editor Healthcare Under The Scanner Technology companies and discretionary retailers might have crowned themselves as Champions during the local reporting season in February, post-season the focus among analysts goes mostly …
Bassanese Bites: Not far now – March 11 2024
Global markets US stocks eased back a touch last week – despite generally encouraging events – suggesting the market is likely just experiencing an element of exhaustion. Bond yields and the $US eased back reflecting dovish Fed commentary. …
FNArena’s Weekly Insights – March 04 2024
In this week's Weekly Insights: -Investing Is About The Future -All-Weather Model Portfolio -Conviction Calls -It's Your Turn By Rudi Filapek-Vandyck, Editor FNArena Investing Is About The Future The local December-half results season in February had its own script in mind, as also illustrated by the interim result release from California, USA …
Bassanese Bites: Powell & payrolls – March 04 2024
Global markets US stocks continued to grind higher last week following a key inflation report that was no worse than expectations. Optimism around the Q4 earnings reporting season also helped as did ongoing euphoria around AI. Bond yields eased a touch and the $US remained steady. …
FNArena’s Weekly Insights – February 26 2024
In this week's Weekly Insights: Week 3: Not As Good, But Not Bad By Rudi Filapek-Vandyck, Editor As the local corporate results season went through its third week, it became obvious the heavy skew towards positive surprises could not be maintained. As it turned out, the busiest week of …
Bassanese Bites: Consolidation – February 26 2024
Global markets US stocks bounced back last week after a small inflation related dip the previous week, with the S&P 500 gaining 1.7%. Bond yields and the US dollar were broadly steady. …
FNArena’s Weekly Insights – February 19 2024
In this week's Weekly Insights: More Winners Than Losers In Mid-February By Rudi Filapek-Vandyck, Editor Reporting seasons in Australia have become a second half (of the month) tsunami affair and by this time twelve months ago the FNArena Corporate Results Monitor had already covered close to 100 …