Bassanese Bites: Should we wait? – November 21 2022
Week in review With the tailwind of a good recent US CPI result, global equities tried hard to continue the rally last week – but ended down in the face of the unrelenting headwind of hawkish Fed commentary. Most Fed officials who spoke last week conceded …
FNArena’s Weekly Insights – November 14 2022
In this week's Weekly Insights: -Re-Opening Opportunities In Healthcare -Conviction Calls -Research To Download -FNArena Talks -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor FNArena Re-Opening Opportunities In Healthcare US midterms, crypto failures, China re-opening and US CPI have pushed corporate profits into the background recently, but investors would be wise to …
Bassanese Bites: Immaculate disinflation? – November 14 2022
Week in review By far, the key market highlight over the past week was the lower-than-expected October US Consumer Price Index (CPI) report. Core inflation (excluding food and energy) rose by only 0.3% over the month compared with market expectations of 0.5%. After a number of …
FNArena’s Weekly Insights – November 07 2022
In this week's Weekly Insights: -More Choice For Income Hunters -December Index Review Preview -Conviction Calls -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor FNArena More Choice For Income Hunters The year of the Grand Yields Reset, otherwise known as probably the worst bear market for global bonds - ever, is …
Bassanese Bites: CPI test – November 07 2022
Week in review Global equities tried hard to continue to rally last week while the US Fed tried hard to prevent that from happening. The Fed hiked rates by 0.75% as widely expected, and hinted at a likely scaling back to a 0.5% (or even 0.25%) …
FNArena’s Weekly Insights – October 31 2022
In this week's Weekly Insights: -Technology's Moment Of Truth -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Technology's Moment Of Truth Big Tech on Wall Street has fallen off its pedestal in October with share price weakness following the release of Q3 financials. For some, like Meta (formerly known as …
Bassanese Bites: Hope springs eternal – October 31 2022
Week in review Better than feared Q3 US earnings results and ongoing hopes of a dovish Fed ‘pivot’ helped propel global equities higher again last week – despite signs of still-high US inflation and weakening economic growth. Hope on Wall Street still springs eternal. As evident …
FNArena’s Weekly Insights – October 24 2022
In this week's Weekly Insights: -In Bonds We Must Trust -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena In Bonds We Must Trust Normally, when economic recession is coming, you'd expect defensives and solid & reliable Quality industrials to be among the outperformers in the share market but 2024 …
Bassanese Bites: Pivot party – October 24 2022
Global Markets Global equities saw reason for optimism last week, helped by a UK U-turn and media reports the Fed will scale back the size of rate hikes in December. Of course, the Fed is still on track to hike by another monster 0.75% next week …
FNArena’s Weekly Insights – October 17 2022
In this week's Weekly Insights: -Investing In Non-Profitable Companies -Corporate Updates: Early Signals -Peak Resources? -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Investing In Non-Profitable Companies The 2022 patience-testing, volatile bear market for global equities has shown investors risk is not simply a four letter word; it should be properly managed, or …
