Bassanese Bites: RBA to hike 0.5% – September 05 2022
Week in review Global equities retreated further last week and bond yields rose as the very hawkish speech by Fed chair Powell from the previous Friday continued to cast a long shadow. Most Fed speakers continued to talk of the need to raise rates aggressively to …
FNArena’s Weekly Insights – August 31 2022
In this week's Weekly Insights: -Don't Fight The Fed, Part Deux -What Happened To That Recession? By Rudi Filapek-Vandyck, Editor Don't Fight The Fed, Part Deux In late May this year, it seems such a long time ago, I wrote about the discrepancy between equity markets and the New Reality …
Bassanese Bites: Fed blowtorch – August 29 2022
Week in review As expected, the market highlight last week was the all-important Jackson Hole speech by Fed Chair Jerome Powell. And he did not disappoint! His speech was short and focused lest there be any further market misinterpretation of his thinking. In essence the Fed is …
FNArena’s Weekly Insights – August 22 2022
In this week's Weekly Insights: -August Delivering More Downgrades And Misses -The Real McCoy Rally? August Delivering More Downgrades And Misses By Rudi Filapek-Vandyck, Editor FNArena As far as price action goes, any company that disappoints this season is likely to see its share price drop by more than one …
Bassanese Bites: Not for turning – August 22 2022
Market update: week in review After recent solid gains, global stocks suffered a modest setback last week as the combination of increasingly weak US economic data and resolute hawkish commentary from Fed officials started to unnerve investor sentiment. As evident in the chart below, a range of …
FNArena’s Weekly Insights – August 15 2022
In this week's Weekly Insights: -When Forecasts Are Too High -How Long This Rally? -Quote Of The Week By Rudi Filapek-Vandyck, Editor FNArena When Forecasts Are Too High One conclusion to draw from the first two weeks of the August corporate results season in Australia is some share prices had been sold down …
Bassanese Bites: Bear market folly – August 15 2022
Week in review By far the global highlight last week was the softer than expected US July consumer price index report, with both headline and core inflation lower than market expectations. In turn this helped extend the rally in stocks and bonds that we’ve been enjoying …
FNArena’s Weekly Insights – August 08 2022
In this week's Weekly Insights: -August Results: First Blood -September Index Rebalancing (Updated) -Conviction Calls -FNArena Talks -Australian Banks Worried (Behind The Curtains) By Rudi Filapek-Vandyck, Editor FNArena August Results: First Blood The August corporate results season is officially more than one week old, but the FNArena Monitor still only contains 11 updates. …
Bassanese Bites: On song – August 08 2022
Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political concerns surrounding US House speaker Pelosi’s visit to Taiwan, US stocks …
FNArena’s Weekly Insights – August 01 2022
In this week's Weekly Insights: -The Non-Recession Recession -August Preview: Curveballs, Profits & Forecasts -Conviction Calls -Focus on Quality -FNArena Talks By Rudi Filapek-Vandyck, Editor The Non-Recession Recession When is a recession not a recession? I'll leave the debate to the global community of economists, but needless to say the first two quarters of …
