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 …
FNArena’s Weekly Insights – April 19 2022
In this week's Weekly Insights: -Market Sentiment And Warning Signals -What's With Liquidity? -Conviction Calls -FNArena Talks -Rudi Presents By Rudi Filapek-Vandyck, Editor FNArena Market Sentiment And Warning Signals Are we witnessing a glaring disconnect between unbridled share market optimism and deteriorating market fundamentals? Yes, say market strategists at Bank of America whose April …
Bassanese Bites: Peak inflation? – April 19 2022
Global Markets It was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to many, longstanding policy dove Federal Reserve Governor, Lael Brainard, spoke of need to reduce the balance …
FNArena’s Weekly Insights – April 11 2022
In this week's Weekly Insights: Peter's Portfolio Reviewed By Rudi Filapek-Vandyck, Editor FNArena Occasionally I am being asked to cast my eye over someone's investment portfolio and give my honest opinion. Time and other constraints (no financial advice!) often prevent me from responding in-depth. This week I have decided …
Bassanese Bites: When Doves Talk – April 11 2022
Global Markets It was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to many, longstanding policy dove Federal Reserve Governor, Lael Brainard, spoke of need to reduce the balance …
FNArena’s Weekly Insights – April 04 2022
In this week's Weekly Insights: -Real Market Support Is Invisible -Conviction Calls -All-Weathers: Steadfast Group -At The AIA Conference -Presentations in April -AusbizTV By Rudi Filapek-Vandyck, Editor FNArena Real Market Support Is Invisible Sometimes it's what we cannot see that is most important. Now that global equity indices have staged a strong come-back rally throughout …
