Bassanese Bites: Heating up – February 20 2023
Global Markets Global equities nervously retreated further last week as bond yields edged higher amid concerns that stubbornly persistent US economic growth and inflation could see the Federal Reserve lift rates more than expected. The US$ also held up while oil prices remained range bound. The key …
FNArena’s Weekly Insights – February 15 2023
This story features AUDINATE GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: AD8 In this week's Weekly Insights: -February: Focus On Resilience & Dividends -February Results Thus Far -Corporate Australia Showing Resilience -Commodities – Lithium & Dividends -Consumer & Gaming Stocks -Advertising & Media -Insurers -Research To Download: Edison Research -Research To …
Bassanese Bites: US CPI test – February 13 2023
Global markets The aftershock of the previous week’s much stronger than expected January US payrolls report continued to reverberate across global markets last week, with equities in retreat and bond yields and the $US higher. Outside the US, Russia’s announced oil production cut helped push up …
FNArena’s Weekly Insights – February 08 2023
In this week's Weekly Insights: As I traditionally like to remind investors: every corporate results season has its own character and dynamics. The overall macro background, including index level and share price moves, plays an important role in understanding the overall context. This time around, share markets …
VGI Partners VG1.ASX – Investor Letter – Year to December 2022
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
Bassanese Bites: No landing? – February 06 2023
Global markets There was another assertive move higher in global equities last week, reflecting ongoing ‘soft landing’ hopes and a dovish tilt by the US Federal Reserve. The US S&P 500 lifted 1.6% to take out the recent end-week high of 28 November and confirm a break …
FNArena’s Weekly Insights – January 30 2023
In this week's Weekly Insights: -2023 Will Be Different -FNArena Market Indicators -FNArena Talks -Change In 2023 By Rudi Filapek-Vandyck, Editor FNArena 2023 Will Be Different Never underestimate financial market's ability (propensity?) to surprise when a majority view forms among investors and the experts that guide them. Last year was all about the return …
Bassanese Bites: Fed to hike 0.25% – January 30 2023
Global markets It was another positive week for risk sentiment globally, with mixed US activity data consistent with the continued possibility of a soft landing, while a key US inflation report was better than feared. All up, it left markets with the view that the Fed …
Bassanese Bites: Hopeful start – January 23 2023
Global markets It was a relatively subdued week in global markets, with the main focus remaining on how quickly the US economy is slowing – and whether the Fed will relent and become less hawkish before it triggers a recession. …
Bassanese Bites: It’s about wages – December 19 2022
Week in review Despite a lower than expected US consumer price index (CPI) result, global equities fell back for the second week in a row due to continued hawkish sentiment from global central banks. The pullback in equities has been associated with a levelling out in …
