Bassanese Bites: Bear market folly – August 15 2022
Week in review By far the global highlight last week was the softer than expected US July consumer price index report, with both headline and core inflation lower than market expectations. In turn this helped extend the rally in stocks and bonds that we’ve been enjoying …
FNArena’s Weekly Insights – August 08 2022
In this week's Weekly Insights: -August Results: First Blood -September Index Rebalancing (Updated) -Conviction Calls -FNArena Talks -Australian Banks Worried (Behind The Curtains) By Rudi Filapek-Vandyck, Editor FNArena August Results: First Blood The August corporate results season is officially more than one week old, but the FNArena Monitor still only contains 11 updates. …
Bassanese Bites: On song – August 08 2022
Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political concerns surrounding US House speaker Pelosi’s visit to Taiwan, US stocks …
FNArena’s Weekly Insights – August 01 2022
In this week's Weekly Insights: -The Non-Recession Recession -August Preview: Curveballs, Profits & Forecasts -Conviction Calls -Focus on Quality -FNArena Talks By Rudi Filapek-Vandyck, Editor The Non-Recession Recession When is a recession not a recession? I'll leave the debate to the global community of economists, but needless to say the first two quarters of …
Bassanese Bites: Burns or Volker? – August 01 2022
Week in review Global equities saw fit to look on the bright side again last week, rallying in the face of weakening US economic data and another jumbo-sized 0.75% Fed hike. Indeed, the US tipped into a technical recession last week with a second successive negative …
FNArena’s Weekly Insights – July 28 2022
In this week's Weekly insights: -'I'm so Bearish, I'm Bullish' -Corporate Earnings: Between Dr Jekyll & Mr Hyde -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 'I'm so Bearish, I'm Bullish' Economists at Oxford Economics summarised this year's financial market's dilemma as follows: The risk of a global recession has clearly …
Bassanese Bites: Hot CPI ahead – July 25 2022
Week in review It was a topsy-turvy week for global equities, with investors still unsure whether to laugh or cry in the face of mixed earnings reports and weakening economic data. In terms of major global markets, equities are still trying to stage a recovery, taking …
FNArena’s Weekly Insights – July 18 2022
In this week's Weekly Insights: -Pre-August Observations -Reporting Season: Early Signals -ASX/S&P Index Rebalance Predictions -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Pre-August Observations To borrow a famous quote from Winston Churchill and make it my own: You can depend upon the share market to do the right thing. But …
Bassanese Bites: Earnings test – July 18 2022
Week in review Global equities finished only modestly down over the past week, with investors taking solace in encouraging news wherever it could be found. Stocks weakened early in the week out of fear of a very hot US CPI report – and those fears were …
FNArena’s Weekly Insights – July 11 2022
In this week's Weekly Insights: -Corporate Profits - The Next Challenge -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits - The Next Challenge The first six months of 2022 have not been easy to navigate for investors, but the next challenge might turn out just as tricky with analysts …