Bassanese Bites: What landing? – April 08 2024
Global markets – week in review It was largely a case of good news is bad news again on Wall Street last week, with a series of stronger-than-expected activity reports pushing back rate cut expectations further – pushing up bond yields and pushing down equity prices …
FNArena’s Weekly Insights – April 02 2024
In this week's Weekly Insights: -Everybody Worried? -Gold As Insurance -Westpac, Technology Laggard -Conviction Calls and Best Buys -Rudi Unplugged - Send In Your Questions By Rudi Filapek-Vandyck, Editor Everybody Worried? Bubble. Hype. Overpriced and overbought. These are all popular terms used by market commentators and investment experts in relationship to share markets …
Bassanese Bites: What’s the hurry? – April 02 2024
Global markets US stocks edged up further last week and bond yields were steady as a key inflation report matched expectations and Fed chair Powell continued to sound relaxed and comfortable. While the next move in US rates is likely still down, the Fed (rightly) is …
FNArena’s Weekly Insights – March 25 2024
In this week's Weekly Insights: -Facts & Fiction About Gold -Conviction Calls & Best Buys -Risk-On Bubble & Mid-Caps Outperformance By Rudi Filapek-Vandyck, Editor Facts & Fiction About Gold If there had been an official Top Ten list of most disappointing trading & investment ideas these past number of years, no …
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 …
