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 …
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 …
