Bassanese Bites: 4th time lucky? – May 13 2024
Global markets – week in review The global equity market rebound continued into its third week as softer-than-expected US labour market data encouraged markets into believing the Fed could still cut rates a couple of times later this year. Following on from the previous Friday’s soft payrolls …
FNArena’s Weekly Insights – May 06 2024
In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …
Bassanese Bites: Rate reprieve – May 06 2024
Global markets – week in review The global equity market rebound continued into its second week following a less hawkish-than-feared Fed meeting and a soft US payrolls report. Markets were relieved Fed chair Powell played down the risks of another rate hike, even while conceding there’s less …
FNArena’s Weekly Insights – April 29 2024
In this week's Weekly Insights: -Quality Reigns, And How To Identify It -Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality Reigns, And How To Identify It I used to think investors' biggest challenge was related to a cheaper share price not always presenting a better opportunity, or that built-in …
Bassanese Bites: Fed Ahead – April 29 2024
Global markets – week in review The global equity market correction continued last week, with a solid US retail sales report and a hawkish tilt by Fed chair Powell further unsettling bond and equity markets. One market reprieve was signs that Iran is seeking to avoid …
FNArena’s Weekly Insights – April 22 2024
In this week's Weekly Insights: -A Market Narrative Delayed -Conviction Calls & Best Buys -Rudi Unplugged - The Video By Rudi Filapek-Vandyck, Editor A Market Narrative Delayed Four months ago, the outlook for equities and bond markets looked as straight as an arrow: inflation was decelerating and the Federal Reserve and …
Bassanese Bites: Correction continues – April 22 2024
Global markets – week in review The global equity market correction continued last week, with a solid US retail sales report and a hawkish tilt by Fed chair Powell further unsettling bond and equity markets. One market reprieve was signs that Iran is seeking to avoid …
FNArena’s Weekly Insights – April 15 2024
In this week's Weekly Insights: -Shaky Sentiment Ahead Of Corporate Updates -Everybody's A Gold Bull -Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Shaky Sentiment Ahead Of Corporate Updates Analysts at Morgan Stanley made a big hullabaloo about it, as would I if ever I came to walk into their …
Bassanese Bites: Tit for tat? – April 15 2024
Global markets – week in review Rising Middle East tensions, a higher-than-expected US CPI report, and a soft start to the US earnings reporting season conspired to push US equities down for the second week in a row. Bond yields and the $US rose as US …
FNArena’s Weekly Insights – April 08 2024
In this week's Weekly Insights: -Lessons & Observations From ASX All-Weathers -Conviction Calls & Best Buys -June Index Rebalancing By Rudi Filapek-Vandyck, Editor Lessons & Observations From ASX All-Weathers The Global Financial Crisis of late 2007-March 2009 changed my life as an investor. Those who have remained with us since no doubt …
