FNArena’s Weekly Insights – June 21 2021
In this week's Weekly Insights: -The Year Of Doubt -Conviction Calls -Research To Download The Year Of Doubt By Rudi Filapek-Vandyck, Editor FNArena Others see a world dominated by central bank interventions, fiscal stimulus, a virus that refuses to surrender, still rising inequality, asset price inflation and a growing consensus on …
Bassanese Bites: Fed fear – June 21 2021
Week in review Equities buckled under Fed tightening fears. The Fed policy meeting was of course the market highlight last week, particularly the increase in the number of Fed members who are now penciling in a rate hike in 2023 according to the ‘dot plot’ chart. …
Bassanese Bites: Buy the fact – June 15 2021
Week in review Global markets shrugged off a higher than expected U.S. consumer price index (CPI) result, with U.S. 10-year bond yields edging lower and equities pushing higher. This likely reflected an element of “sell the rumour, buy the fact”, given fears of a high inflation …
FNArena’s Weekly Insights – June 07 2021
In this week's Weekly Insights: -A Seismic Shift -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena A Seismic Shift If you are like most share market investors, and you still read the newspapers in print, you most likely casually glance over the property section on your way to, say, …
Bassanese Bites: CPI taper test – June 07 2021 –
Global markets Global equities ended last week up modestly, and appear to be back in the “bad news is good news” frame of mind. Stronger than expected U.S. manufacturing and service sector indices set markets back early last week, though stocks then rallied strongly on Friday …
FNArena’s Weekly Insights – May 31 2021
In this week's Weekly Insights: -How To Protect Against Inflation -Tech Might Require More Patience -S&P June Index Rebalancing -Conviction Calls -Research To Download -Morgans Strategy: Catalyst Stocks By Rudi Filapek-Vandyck, Editor FNArena How To Protect Against Inflation It is a question that regularly lands in my inbox this year: I am worried about …
Bassanese Bites: Relaxed & comfortable – May 31 2021
Global markets Global equities managed to post positive returns last week – after two weekly declines – even in the face of a modestly higher than expected U.S. consumer price inflation result. Indeed, annual growth in the U.S. core private consumption expenditure deflator (PCED) came in …
FNArena’s Weekly Insights – May 24 2021
In this week's Weekly Insights: -Investing In Quality & Growth; A Journey -Conviction Calls -All-Weathers, EML Payments, Macquarie, And Risk Investing In Quality & Growth; A Journey By Rudi Filapek-Vandyck, Editor FNArena Investing in Growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted …
Bassanese Bites: Crypto crash – May 24 2021
Global markets Overall it was a week of further consolidation for global equity markets, with the S&P 500 down modestly for the second week in a row. With real activity data remaining unquestionably strong (the U.S. Markit composite PMI index hit a record 68.1 in May), …
FNArena’s Weekly Insights – May 17 2021
In this week's Weekly Insights: -June Index Rebalancing -Inflation Is The 2021 Grand Debate -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena June Index Rebalancing Since March 2007, reports Morgan Stanley, stocks that have been picked as the next fresh inclusion for the ASX200 have generated relative outperformance of no …
