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 …
FNArena’s Weekly Insights – February 27 2023
In This week's Weekly Insights: -February's Sobering Reality Check -Research To Download By Rudi Filapek-Vandyck, Editor FNArena February's Sobering Reality Check Australian businesses are doing it tough. Maybe the easiest way to back up that statement is via FNArena's Corporate Results Monitor. By late on Friday, the Monitor had aggregated 241 …
Bassanese Bites: Markets fear “no landing” scenario as inflation stays strong – February 27 2023
Global Markets Stronger than expected activity data and stubbornly high consumer price inflation saw US stocks fall and bond yields rise for the third week in a row. Firm recent US activity and inflation data have markets fretting over a potential “no landing” economic scenario in …
FNArena’s Weekly Insights – February 20 2023
In this week's Weekly Insights: -M&A Targets - Who's Next? -February: Brutal And Underwhelming, So Far -Research To Download By Rudi Filapek-Vandyck, Editor M&A Targets - Who's Next? One of the heaviest post-bubble punishments ever for small cap growth and technology stocks, rivalling the post-Nasdaq meltdown of 2000-2003, had already triggered …
