FNArena’s Weekly Insights – October 09 2023
In this week's Weekly Insights: -Best Ideas & Conviction Calls -ResMed Talks -Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas, on Monday unforeseen circumstances limited my time available and I had to restrict this week's Weekly Insights to a Round Up of Best Ideas and Conviction Calls. Despite the …
Bassanese Bites: Oil concerns return – October 09 2023
Global markets US equities managed to squeeze out small gains last week despite a further rise in bond yields, likely helped by a slump in oil prices and easing US wage inflation. Even the NASDAQ-100 bounced back 1.8%. Whether this is merely consolidation remains to be seen, …
FNArena’s Weekly Insights – October 02 2023
In this week's Weekly Insights: -To Sell Or Not To Sell? -Conviction Calls and Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor To Sell Or Not To Sell? When it comes to investing in the share market, very few events impact as much on the human psyche as a falling share …
Bassanese Bites: Bonds behaving badly – October 03 2023
Global markets Despite benign US inflation data, the ‘no landing’ correction in global equities continued last week, with the S&P 500 down a further 0.7% and US 10-year bond yields rising 0.13% to 4.57%. If there was any consolation, US stocks were at least somewhat less …
FNArena’s Weekly Insights – September 25 2023
In this week's Weekly Insights: -Looking For Answers -Best Ideas & Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor Looking For Answers The short term outlook for the Australian share market is, at best, uncertain. This is because there are simply too many conflicting factors to pay attention to. Last week's selling …
Bassanese Bites: Hawkish pause – September 25 2023
Global markets The ‘no-landing’ correction in global equities continued last week, with the S&P 500 down a chunky 2.9% and US 10-year bond yields rising another lazy 0.10% to 4.44%. The key catalyst, of course, was the Fed meeting. While the Fed kept rates on hold …
FNArena’s Weekly Insights – September 18 2023
In this week's Weekly Insights: -Navigating The Post-August Complexities -Best Ideas and Conviction Calls -FNArena Talks Navigating The Post-August Complexities By Rudi Filapek-Vandyck, Editor Active fund managers. They are usually brimming with optimism because, as some like to remind us all, pessimists don't make much money. Yet, at a recent industry panel …
Bassanese Bites: Fed fun and games – September 18 2023
Global markets Global equities consolidated last week despite a slightly higher-than-expected US core CPI and a further gain in bond yields. The ongoing rise in oil prices is emerging as a new market concern, while US activity data remained firm. …
FNArena’s Weekly Insights – September 13 2023
In this week's Weekly Insights: August 2023: Winners & Losers By Rudi Filapek-Vandyck, Editor The proverbial cavalry storming over the hill this August reporting season in Australia were the discretionary retailers led by Harvey Norman ((HVN)), JB Hi-Fi ((JBH)) Premier Investments ((PMV)), Super Retail ((SUL)), The Reject Shop …
Bassanese Bites: Oil slick – September 11 2023
Global markets Global equities pulled back last week as bond yields edged higher, with markets reflecting concerns regarding overly strong US economic growth and the ongoing strength in oil prices. …
