Bassanese Bites: Praying for a pause – May 30 2022
Weekly market recap Global equities staged a nice comeback last week, reflecting short-term oversold conditions, signs U.S. inflation is past its worst, and – most importantly – desperate market hopes that the Fed could pause its aggressive rate hike plans after two 50 point hikes in …
FNArena’s Weekly Insights – May 23 2022
In this week's Weekly Insights: -Don't Fight The Fed -Beware The Bear! -The Quote -Conviction Calls -Rudi Talks -Recent Weekly Insights To (Re)Read By Rudi Filapek-Vandyck, Editor FNArena Don't Fight The Fed One of the defining events for global finance in 2022 happened during the Wall Street Journal Future of Everything Festival where Fed …
Bassanese Bites: Recession watch – May 23 2022
Global markets Global equities weakened further last week, although not due to another surge in bond yields. Rather, it was due to signs of a weakening in corporate earnings from two major US retailers, Target and Walmart. That said, most Fed speakers (including Powell) continued to …
Bassanese Bites: Growth scare – May 16 2022
Global markets It was another challenging week for global markets, not helped by a higher than expected U.S. inflation report and a concession by Fed chair Powell that he might not be able to stop the economy tumbling into recession. China’s harsh yet seemingly futile efforts …
FNArena’s Weekly Insights – May 09 2022
In this week's Weekly Insights: -Trend Is Turning For Corporate Profits -No Weekly Insights Next Week -FNArena Talks -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Trend Is Turning For Corporate Profits First came the bond market rout, because the Federal Reserve conceded it had waited too long to tackle inflation and thus portfolios globally …
Bassanese Bites: A glimmer of hope? – May 09 2022
Global markets Such is the potentially oversold nature of global equity markets in at least the short-term, stocks managed to surge last week on the day the U.S. Federal Reserve delivered the widely expected 0.5% interest rate increase – merely because Fed chair Powell seemingly ruled …
FNArena’s Weekly Insights – May 02 2022
In this week's Weekly Insights: -A Bear Market Anomaly That Confuses -Australia; The Peak Is in! -The World Is Changing -June Index Changes -Rudi Talks By Rudi Filapek-Vandyck, Editor A Bear Market Anomaly That Confuses 2022 is not your garden variety share market, but the weirdest anomaly surely must be in stockbrokers' recommendations …
Bassanese Bites: Breaking point – May 02 2022
Global Markets Mixed earnings reports, hot U.S. wage and price inflation, and the prospect of an aggressive U.S. Fed rate hike conspired to send global equities lower again last week. Of course, we can add to this worrying mix, renewed concerns over China’s economy due its …
FNArena’s Weekly Insights – April 25 2022
In this week's Weekly Insights: -Growing Risk Is The Message -CSL: Back To $335, And Beyond -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena Growing Risk Is The Message It's never easy to predict what exactly will spook financial markets, or when it might happen, but as the end of April approaches …
Bassanese Bites: RBA to hike 0.15% next week – April 26 2022
Global Markets It was a familiar story last week, with global equities again under pressure from the onslaught of hawkish rhetoric from central bankers. The highlight was no less than U.S. Fed Chair Powell hinting at a 50 basis point rate hike at next week’s Fed …
