Bassanese Bites: Tariff mayhem – April 07 2025
Global markets Global markets slumped last week, reflecting the much higher than expected suite of ‘reciprocal tariffs’ announced by US President Trump. Markets are now pricing in the very real chance of a US recession unless either Trump relents or the Fed steps in some time …
FNArena’s Weekly Insights – April 01 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Time For Appreciating Quality My biggest surprise, when overlooking the local share market this week, is undoubtedly the fact that, on most measurements, the damage done thus far to investment portfolios in Australia remains relatively limited. It can easily be …
Bassanese Bites: Liberation Day – March 31 2025
Global markets Global equities weakened again last week as President Trump’s surprise announcement of a 25% global tariff on both cars and auto parts shook market sentiment ahead of this week’s ‘liberation day’. Global markets last week There’s not much else driving global markets at present than US …
FNArena’s Weekly Insights – March 24 2025
In this week's Weekly Insights: Captive & Uncomfortable By Rudi Filapek-Vandyck, Editor Between now and April 2, financial markets are likely to remain captive to whatever comes out of the Trump White House. Reciprocal tariffs? Universal, but with flexibility? No exceptions, except for some? There are still many variations possible …
Bassanese Bites: Dovish hold – March 24 2025
Global markets Global equities stabilised last week after several consecutive weekly declines, supported by a lack of new tariff announcements from President Trump and a ‘dovish hold’ from the Federal Reserve. Global markets last week When it comes to Trump and the markets these days, no news is …
FNArena’s Weekly Insights – March 17 2025
In this week's Weekly Insights: By Rudi Filapek-Vandyck, Editor Financial markets are now, broadly measured, divided into two categories of people, as is in fact the global population, including those who do not actively invest: -those who look at events unfolding from the perspective that nothing fundamentally has …
Bassanese Bites: Announcement effect – March 17 2025
Global markets To reiterate the opening line from the past two weeks, “global equities retreated further last week due to ongoing US tariff concerns.” Markets rebounded on Friday, largely as a result of a quieter day from President Trump. Last week’s major global highlight was US President …
FNArena’s Weekly Insights – March 10 2025
In this week's Weekly Insights: -Preparing For Tougher Times Ahead -Invitation To FNArena Subscribers & Readers -On The Money Puzzle Podcast By Rudi Filapek-Vandyck, Editor Preparing For Tougher Times Ahead A little over four months since the 2024 presidential election and circa seven weeks after Donald J Trump was sworn in …
Bassanese Bites: On again, Off again – March 10 2025
Global markets To repeat last week’s opening line, “global equities retreated further last week due to ongoing US tariff concerns and additional evidence of negative effects on the US economy.” Trump’s tariff saga continued to dominate global market sentiment last week. Markets slumped on Monday after Trump …
FNArena’s Weekly Insights – March 04 2025
February's Reality Check By Rudi Filapek-Vandyck, Editor No matter how one tries to cut and slice the facts, February has been a sore disappointment for Australian investors, starting with price action as the ASX200 retreated by -4.22% over the month but kept losses limited to -3.79% through …
