FNArena’s Weekly Insights – April 03 2023
In this week's Weekly Insights: -Don't Be Hoodwinked -Consensus Targets, And Other Consequences -Webinar on Copper By Rudi Filapek-Vandyck, Editor Don't Be Hoodwinked It is easy to be flummoxed by financial markets. At times prices go down on good news, other times they rally on what looks like a negative impact. Not …
Bassanese Bites: Eerie calm – April 03 2023
Global markets A further easing in global banking concerns and a slightly lower-than-expected US inflation report saw Wall Street advance for the third week. The S&P 500 rose a lazy 3.5%, to be 1.6% below its early February high – just before concerns over an overly …
FNArena’s Weekly Insights – March 27 2023
In this week's Weekly Insights: -More Data, More Brokers -US Recession More likely -(Not) About The Banks By Rudi Filapek-Vandyck, Editor More Data, More Brokers FNArena continues building the best service possible. On Friday, we added yet another window of company-specific data, thanks to FactSet. Potentially, the first eye-catcher in Stock Analysis is …
Bassanese Bites: Eerie calm – March 27 2023
Global markets Last week an eerie calm descended on global markets. Equities squeezed out a second week of small gains while bond yields and the US dollar eased. Although all central banks that faced policy meetings went ahead and raised interest rates – from the United States …
FNArena’s Weekly Insights – March 20 2023
In this week's Weekly Insights: -Banks Need Confidence (Lots Of It) -All-Weather Stocks - Back In Fashion -All-Weathers: Post-February -Research To Download By Rudi Filapek-Vandyck, Editor Banks Need Confidence (Lots Of It) What investors are witnessing this month is not a re-run of the Lehman Bros collapse in late 2008, but it …
Bassanese Bites: US economy remains firm despite market mayhem – March 20 2023
Global markets Global equities enjoyed something of a relief rally over the past week as the world’s financial regulators played ‘whack a mole’ as each new banking problem raised its head. The US S&P 500 bounced back 1.4% after a 4.5% decline the previous week. …
FNArena’s Weekly Insights – March 13 2023
In this week's Weekly Insights: -Fear & Greed (Rinse & Repeat) -February Results: Final Observations By Rudi Filapek-Vandyck, Editor Fear & Greed (Rinse & Repeat) ...and as it turned out, yet again, all roads that started off from the Federal Reserve's tightening policy lead to the next US bank failure. Few …
Bassanese Bites: Silicon Valley Bank: 4 critical questions for markets – March 13 2023
Global markets Global equities suffered a setback last week, resuming the downtrend in prices which has been evident since stronger-than-expected US economic data and “no landing” fears began to upset investors at the end of January. The week began with hawkish comments from Fed Chair Powell suggesting …
FNArena’s Weekly Insights – March 06 2023
In this week's Weekly Insights: -February Trends, Winners, Signals & Losers -Advice From The Best: Klarman & Buffett -Research To Download By Rudi Filapek-Vandyck, Editor It is often said that investing in the share market, ultimately, comes down to corporate earnings - where earnings go, share prices must follow. This narrative, however, covers …
Bassanese Bites: RBA expected to raise rates again this week – March 06 2023
Global markets Global markets enjoyed somewhat of a reprieve last week, with steadier bond yields helping stocks lift for the first time in three weeks. The $US also eased. That said, US 10-year bond yields did briefly break above 4% last week for the first time …
