Bassanese Bites: Good is bad – December 12 2022
Week in review Global equities suffered a setback last week after a few weeks of hopeful gains. Technically, the US S&P 500 tried but failed to break through the downward sloping trend line from the high of earlier this year, along with the 200-day moving average. …
Bassanese Bites: RBA to pause? – December 05 2022
Week in review Global equities lifted for the second week in a row as Fed chair Powell all but confirmed the Fed would only raise rates by 0.5% at its policy meeting next week. Another benign US October inflation report also supported sentiment, with the core …
FNArena’s Weekly Insights – November 28 2022
In this week's Weekly Insights: -Final Weekly Insights For 2022 -Regrets, 2022 Delivered A Few -Conviction Calls By Rudi Filapek-Vandyck, Editor Final Weekly Insights For 2022 Weekly Insights is taking a break until January next year, when we start preparing for the February reporting season. I hope you all enjoyed reading my …
Bassanese Bites: Twilight zone – November 28 2022
Week in review The third ‘Fed pivot’ trade this year – which essentially has been in place since mid-October – continued last week, with markets still basking in the growing likelihood that the US Federal Reserve will only raise rates by 0.5% at the December policy …
FNArena’s Weekly Insights – November 21 2022
In this week's Weekly Insights: -Preparing For Bear Phase II -Conviction Calls -Research To Download -AIA Investor Day In Sydney By Rudi Filapek-Vandyck, Editor Preparing For Bear Phase II Sometimes the most important market insight is hiding underneath daily share price movements. Intriguingly, the latest update into who's buying and selling US equities …
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%) …
