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 …
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 …
