FNArena’s Weekly Insights – August 02 2021
In this week's Weekly Insights: -August Bonanza, But What's Next? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena August Bonanza, But What's Next? The upcoming August corporate reporting season should offer plenty of positives for Australian shareholders. With both banks and large cap mining companies swimming in cash, there should …
Bassanese Bites: RBA theatrics – August 02 2021
Global markets* After pushing to new highs, last week appeared one of consolidation for global equities – buffeted by continued solid economic growth and corporate earnings reports on one hand, and concern with the delta spread and China’s regulatory crackdown on the other. Long-term bond yields …
FNArena’s Weekly Insights – July 26 2021
In this week's Weekly Insights: -August Results: Anticipation & Trepidation -Predicting The Next Index Changes -Conviction Calls -Research To Download -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena August Results: Anticipation & Trepidation At prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season. Most companies have …
Bassanese Bites: Buy the dip – July 26 2021
Global markets What can stop the global equity market? Exhaustion? Global investors worried over the weekend before last about the spread of the delta COVID variant and sold down stocks last Monday. By Tuesday, however, they’d changed their minds and a ‘buy the dip’ mentality re-emerged. …
FNArena’s Weekly Insights – July 17 2021
In this week's Weekly Insights: -Covid, Climate Change... Correction? -Conviction Calls -Win A Book -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Covid, Climate Change... Correction? As per the old adage, experts in the share market are being paid to be optimistic, but those in bond markets are being paid to look …
FNArena’s Weekly Insights – July 12 2021
In this week's Weekly Insights: -Is Risk-Off The Message? -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena Is Risk-Off The Message? It wasn't that long ago when share markets were dominated by the view that everything old was to become new again, with economic growth and inflation on the …
Bassanese Bites: Delta Hedge – July 19 2021
Global market review U.S. stocks ended the week down after touching record highs earlier in the week, with some apparent concern on Friday that July U.S. consumer sentiment weakened on the back of a lift in inflation fears. Of course, that did not stop U.S. retail …
Bassanese Bites: No oxygen – July 12 2021
Week in review It was a curious week in global markets whereby the ongoing downtrend in long-term bond yields, which was initially celebrated by equity markets, has morphed into a potential ‘canary in the coal mine’ growth scare. U.S. stocks sold off almost 1% on Thursday, …
FNArena’s Weekly Insights – July 05 2021
In this week's Weekly Insights: -The Trend Is Still Our Friend -Conviction Calls -Research To Download The Trend Is Still Our Friend By Rudi Filapek-Vandyck, Editor FNArena The ASX200 Accumulation Index, which combines share price appreciation with dividends paid, closed off on FY21 with a total return of 27.80%. It wasn't the …
Bassanese Bites: Wet lettuce – July 05 2021
Week in review Global equities continued to grind higher last week, helped by ongoing solid economic growth yet still benign long-term bond yields. In a further sign that U.S. inflation fears have likely peaked, Wall Street shrugged off a further surge in the ISM manufacturing price …
