Bassanese Bites: Wage test ahead – May 15 2023
Global markets Global equities pulled back a little further last week with the S&P 500 inching back 0.3% after a 0.8% fall the previous week. The S&P appears to be struggling to break through the previous early February high of 4,119 after having reached a recent …
FNArena’s Weekly Insights – May 08 2023
By Rudi Filapek-Vandyck, Editor All is not what it appears to be, in particular not in financial markets today. At face value, it seems US equities are well and truly on their way to wiping out last year's negative performance with the S&P500 gaining 7.7% and the …
Bassanese Bites: Rate hike risks remain – May 08 2023
Global week in review Global equities pulled back a little last week under the weight of ongoing US banking concerns and the failure of the Fed to validate market rate cut expectations. The US S&P 500 is still trying to break above recent range highs, while …
FNArena’s Weekly Insights – May 01 2023
In todays Weekly Insights: -Confession Season... It's Baaaaaack! -Seeking Quality & Growth Offshore By Rudi Filapek-Vandyck, Editor Confession Season... It's Baaaaaack! Once upon a time the two months preceding the end of financial year, and the subsequent weeks leading into reporting season in Australia, caused more than just a little …
Bassanese Bites: RBA’s dilemma: Hike or hold? – May 01 2023
Global week in review Despite a resurgence in banking woes, US stocks pushed higher last week – encouraged by falling bond yields, good corporate profits, economic resilience and inflation results not worse than feared …
FNArena’s Weekly Insights – April 24 2023
In this week's Weekly Insights: -Investing In Megatrends (The Other Ones) -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor Investing In Megatrends (The Other Ones) Investors who felt safe hiding in lithium stocks supported by broadbased belief in the global electrification theme have had a rude awakening over the past …
Bassanese Bites: CPI Watch – April 24 2023
Global Markets It was another relatively subdued week in global financial markets with little major economic data. A key market focus was a bunch of Fed speakers suggesting at least one more rate hike is still on the cards next week, despite further signs of …
FNArena’s Weekly Insights – April 17 2023
In this week's Weekly Insights: -What's Up, Doc? -Bond Market Says Regime Change Is Upon Us -Banks (Dividends) In Focus -Conviction Calls & Best Ideas -Research To Download -FNArena Subscription -Webinar on Copper By Rudi Filapek-Vandyck What's Up, Doc? There's a near unanimous view among share market observers that from a technical analysis point of …
Bassanese Bites: RBA rate hikes still on the table – April 17 2023
Global markets Global equities inched further ahead last week – despite a lift in bond yields – as generally mixed economic data kept intact expectations for at least one more US rate hike in early May. …
Bassanese Bites: Mixed signals: Can the US avoid a hard landing? – April 11 2023
Global markets Global markets were buffeted by bittersweet news over the past week: growing signs of a slowing in the US economy, but also encouraging signs of an easing in inflation pressure. The question remains the same – will inflation slow sufficiently quickly to allow the …
