Bassanese Bites: Soft landing? – February 07 2022
Global markets Here is the critical question of the year: can the Fed engineer a ‘soft landing’ for the U.S. economy? In other words, can it slow the economy by enough to take the pressure off red-hot wage and price inflation without causing the economy to tip …
FNArena’s Weekly Insights – January 31 2022
In this week's Weekly Insights: -February Looks Tricky -Conviction Calls -FNArena Talks February Looks Tricky By Rudi Filapek-Vandyck, Editor FNArena 2022 is already shaping up as a much more volatile and challenging year for investors, and we're still only at the beginning! Geopolitics aside, the Big Question that is now on investors' …
Bassanese Bites: Correction or recession? – January 31 2022
Global markets It’s nice to be back from holiday.. what did I miss? One of the downsides of being a market analyst is that it’s often hard to switch off from markets even when on a break, especially when volatility spikes and there are big market-moving …
FNArena’s Weekly Insights – January 24 2022
In this week's Weekly Insights: -Risks To Consider -Conviction Calls -Backlog In Messages Risks To Consider By Rudi Filapek-Vandyck, Editor FNArena Let's start with the good news. Historical data analysis suggests the final week of January and the first ten trading days into February usually represent a positive experience for the …
Bassanese Bites: 2018 again? – December 20 2021
Global markets The all-important Fed meeting came and went last week with global markets largely taking the more hawkish than expected tilt in their stride. Global equities retreated modestly, but bond yields actually fell over the week – with the latter perhaps still more concerned with …
Bassanese Bites: Old News – December 13 2021
Global markets The theme of the past week is ‘old news’, in the sense that global equities managed to lift in the face of rising Omicron cases and the highest U.S. inflation numbers since 1982. But as the saying goes, markets are forward-looking: equities saw fit …
Bassanese Bites: Powell’s Pivot – December 06 2021
Global Markets Global equities suffered another set back last week, due to both lingering Omicron fears and a new risk factor on the horizon – a more hawkish U.S. Federal Reserve. Without doubt, last’s week’s comments by Fed chair Powell were ground shifting: he openly talked about …
FNArena’s Weekly Insights – November 29 2021
In this week's Weekly Insights -2022 Looks Familiar, Though Not Quite The Same -December Index Watch -Conviction Calls -Research To Download -FNArena Talks: All-Weathers -Hendrik Bessembinder, Unsung Hero -All-Weather Model Portfolio 2022 Looks Familiar, Though Not Quite The Same By Rudi Filapek-Vandyck, Editor FNArena This might come as a surprise to many readers, but, reading …
Bassanese Bites: Omigod! – November 29 2021
Global markets Global equities were coasting along for much of last week before being hit on Friday by concerns over a new Covid variant – Omicron. While new COVID variants emerge regularly in a Darwinian fight for survival, what jolted markets was the World Health Organisation’s …
FNArena’s Weekly Insights – November 22 2021
In this week's Weekly Insights: -The Secret Ingredient -Conviction Calls -Research To Download -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena The Secret Ingredient Imagine two similar companies, competing in the same sector. One is hell-bent on doing the right thing, the other cares a lot less about the long-term picture and …
