Bassanese Bites: Will he or won’t he? – March 03 2025
Global markets Global equities retreated further last week due to ongoing US tariff concerns and additional evidence of negative effects on the US economy. Last week’s major global highlight was US President Donald Trump’s ongoing on-again/off-again tariff threats. By the end of the week, the US seemed …
Bassanese Bites: Shell shocked – February 24 2025
Global markets Global equities retreated last week under a barrage of further announcements by US President Trump as well as early signs that his actions may be starting to negatively affect the economy. There was little in the way of major US economic data last week, leaving …
FNArena’s Weekly Insights – February 17 2025
More Beats In Early Feb Results By Rudi Filapek-Vandyck, Editor If everything goes to plan, the RBA will deliver its first rate cut since 2020 at Tuesday's board meeting. Whether this will be supportive of further share market gains remains to be seen as forward-looking equities have, of …
Bassanese Bites: A 0.35% rate cut? – February 17 2025
Global markets Global equities ended the week stronger despite a higher-than-expected US inflation report and also thanks to a delay in planned US tariffs and hopes around proposed Russia-Ukraine peace talks. The underlying resilience of global equities was on display last week as markets shrugged off a …
FNArena’s Weekly Insights – February 10 2025
Hope Trumps Uncertainties By Rudi Filapek-Vandyck, Editor Pay attention to short positions. The February result season for corporate Australia has hardly gained any traction thus far, as the bulk of releases occurs in the second half of the month, but already some market watchers have noted the outsized …
Bassanese Bites: Reciprocal tariffs – February 10 2025
Global markets Global equities softened further last week reflecting lingering concerns over US tariffs and inflation. Global equities enjoyed a modest relief rally early last week as US President Trump delayed his proposed 25% tariff on Mexican and Canadian imports – following promises by both countries that …
FNArena’s Weekly Insights – February 03 2025
Earnings Optimism On The Rise By Rudi Filapek-Vandyck, Editor The February results season will soon be in full swing. As I traditionally like to point out: every season has its specific character. This time will be no different. But results seasons are rarely guided by earnings reports only. …
Bassanese Bites: Trade Wars 2.0 – February 03 2025
Global markets Global equities pulled back last week reflecting lingering concerns over the AI outlook, but also Friday’s announcement that the US would impose new tariffs on key trading partners. Global equities are facing an onslaught of challenges at present. First came sticky US inflation and news …
Bassanese Bites: DeepSeek DeepConcern – January 28 2025
Global markets Updated for last night’s close, US stocks were up modestly over the past week helped by relief on the trade-war front. However, US stocks fell on Friday and more so overnight due to a major new threat to the prevailing AI narrative. 2025 has started …
Bassanese Bites: In Trump we trust – January 20 2025
Global markets It’s good to be back! Global equities enjoyed a bounce higher last week thanks to a lower-than-expected US inflation result and encouraging news on the Trump ‘trade wars’ front. 2025 has started somewhat cautiously, with resilient US economic growth and persistent inflation leading to a …
