Bassanese Bites: Burns or Volker? – August 01 2022
Week in review Global equities saw fit to look on the bright side again last week, rallying in the face of weakening US economic data and another jumbo-sized 0.75% Fed hike. Indeed, the US tipped into a technical recession last week with a second successive negative …
FNArena’s Weekly Insights – July 28 2022
In this week's Weekly insights: -'I'm so Bearish, I'm Bullish' -Corporate Earnings: Between Dr Jekyll & Mr Hyde -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena 'I'm so Bearish, I'm Bullish' Economists at Oxford Economics summarised this year's financial market's dilemma as follows: The risk of a global recession has clearly …
Bassanese Bites: Hot CPI ahead – July 25 2022
Week in review It was a topsy-turvy week for global equities, with investors still unsure whether to laugh or cry in the face of mixed earnings reports and weakening economic data. In terms of major global markets, equities are still trying to stage a recovery, taking …
FNArena’s Weekly Insights – July 18 2022
In this week's Weekly Insights: -Pre-August Observations -Reporting Season: Early Signals -ASX/S&P Index Rebalance Predictions -Conviction Calls -All-Weather Model Portfolio -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Pre-August Observations To borrow a famous quote from Winston Churchill and make it my own: You can depend upon the share market to do the right thing. But …
Bassanese Bites: Earnings test – July 18 2022
Week in review Global equities finished only modestly down over the past week, with investors taking solace in encouraging news wherever it could be found. Stocks weakened early in the week out of fear of a very hot US CPI report – and those fears were …
FNArena’s Weekly Insights – July 11 2022
In this week's Weekly Insights: -Corporate Profits - The Next Challenge -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Corporate Profits - The Next Challenge The first six months of 2022 have not been easy to navigate for investors, but the next challenge might turn out just as tricky with analysts …
Bassanese Bites: Good news is good? – July 11 2022
Week in Review If ever one wanted confirmation that Wall Street is not priced for recession, last week was it. In a curious twist, equities saw fit to rally mid-week on better than expected surveys of the US manufacturing and services sector, even though this …
FNArena’s Weekly Insights – July 04 2022
In this week's Weekly Insights: -Are We There Yet? -Minus 20% -Conviction Calls -Asset Classes Over The Decades -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet? Bank of America Securities Chief Investment Strategist Michael Hartnett put it as follows when the June results of the global fund manager survey were …
Bassanese Bites: Bad news is bad – July 04 2022
Week in review Global stocks weakened last week as the previous week’s hope of a soft landing morphed into fears of a hard landing, especially given a plunge in US consumer expectations and a weak ISM manufacturing report. Note, moreover, Wall Street weakened despite a slightly …
FNArena’s Weekly Insights – June 27 2022
In this week's Weekly Insights: -Balancing Between Opportunity & Risks -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity & Risks If there is one strong universal agreement among investors of all kinds and colours it is that bear markets present opportunity for those who can look beyond …
