FNArena’s Weekly Insights – November 13 2023
In this week's Weekly Insights: -Between Perception & Reality -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception & Reality Probably the biggest surprise I have come across over the past year or so is the observation that so many investors are firm believers in the 'Market Knows …
Bassanese Bites: US CPI Watch – November 13 2023
Global Markets Global equities eked out further gains last week despite a modest rebound in bond yields. As feared, it was a return to more hawkish commentary from US Fed chair Powell that was the main event – in particular, he indicated he was “not confident” …
FNArena’s Weekly Insights – November 06 2023
A Market Of ContradictionsIn this week's Weekly Insights: -Outlook 2024: Is History Our Guide? -Conviction Calls and Best Ideas -December Index Rebalancing By Rudi Filapek-Vandyck, Editor Outlook 2024: If History Can Be Our Guide Bond yields are down, and equities have put in a big rally starting from a deeply oversold position. The …
Bassanese Bites: RBA to hike – November 06 2023
What a week! Softer-than-expected US economic data, reduced Treasury issuance, Middle East containment and a somewhat more dovish Federal Reserve saw bond yields plummet last week and equities bounce back. US 10-year yields dropped a lazy 0.26% to 4.57%, while the S&P 500 rebounded by an …
FNArena’s Weekly Insights – October 30 2023
A Market Of Contradictions By Rudi Filapek-Vandyck, Editor This might seem contradictory, but it's simply part of the market being the market: from a technical analysis perspective, the outlook for equities is improving, at the same time as underlying fundamentals are revealing a number of red flags. Let's …
Bassanese Bites: Fed to hold – October 30 2023
Global markets Global equities continued to sell off last week despite a fall back in bond yields and solid economic reports, with trigger-happy traders expressing disappointment with some tech earnings results. US 10-year yields tested 5% but ended the week at 4.84%. The S&P 500 dropped a …
FNArena’s Weekly Insights – October 23 2023
In this week's Weekly Insights: -Bonds & Equities; Joined At The Hip -Conviction Calls & Best Ideas -In Search Of Yield -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Bonds & Equities; Joined At The Hip The most important financial indicator right now may not be the level of government bond yields, or …
Bassanese Bites: Global equities sell-off continues – October 23 2023
Global markets Global equities continued to sell off last week on the back of a further rise in bond yields. After easing the previous week, US 10-year yields surged back to end the week at 4.91% while the S&P 500 index dropped 2.4% Several factors drove the …
FNArena’s Weekly Insights – October 16 2023
In this week's Weekly Insights: -Yield Is Back -Watch The Corporate Calendar -CSL & ResMed - Under Pressure -Best Ideas & Conviction Calls By Rudi Filapek-Vandyck, Editor Yield Is Back Twelve months ago, a temporary peak in global bond yields provided the green light for a strong relief rally in share markets. …
Bassanese Bites: Have yields peaked? – October 16 2023
Global markets US equities managed to squeeze out further small gains last week despite the lift in Middle East tensions and oil prices, thanks to a fall back in bond yields on the back of more dovish Fed commentary. …
