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 …
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 …
