FNArena’s Weekly Insights – June 14 2022
By Rudi Filapek-Vandyck, Editor FNArena This week I find myself wedged in between a public holiday and two presentations on consecutive days (see further below). As a result, I am limiting Weekly Insights to Conviction Calls. Equally important, the negative start to the week does not change …
Bassanese Bites: Fed to hike 75bps – June 14 2022
Global Markets Friday’s hotter than expected U.S. consumer price index report was the major event last week and has clearly rattled markets. Headline CPI inflation rose by 1% versus market expectations for a 0.7% gain, while core inflation was only a bit higher than expected (at …
FNArena’s Weekly Insights – June 06 2022
In this week's Weekly Insights: -Recession? The Other Type -Here Endeth The Housing Bull Market -Dividends For Mum? -Conviction Calls -FNArena Talks -Behind The Curve On Climate By Rudi Filapek-Vandyck, Editor FNArena Recession? The Other Type Market strategists at Morgan Stanley remain of the view that equities in the US will end up at …
Bassanese Bites: Pause the pause – June 06 2022
Global markets Global equities had a modest pullback last week after a strong rebound the previous week, with bond yields also rebounding. U.S. 10-year bond yields have leapt back closer to 3% and have broken their downtrend line from their recent peak of 3.2% on May …
FNArena’s Weekly Insights – May 30 2022
In this week's Weekly Insights: -Quo Vadis, Corporate Profits? -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Quo Vadis, Corporate Profits? Bad things tend to happen when global economic growth dips below 3%. In recent days I have been alerted to this historical observation by multiple economists and market analysts, …
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 …
