Bassanese Bites: Softening up – August 30 2021
Global markets Global equities bounced back last week reflecting a relatively dovish speech by Fed chair Powell at Jackson Hole on Friday. The key takeaway from the speech was that the condition of “substantial further progress” towards maximum employment has not quite been achieved, meaning the …
FNArena’s Weekly Insights – August 23 2021
In this week's Weekly Insights BHP, Dividends, And Breville Group By Rudi Filapek-Vandyck, Editor FNArena So far, so good. Eight days from the end of the domestic corporate results season (six trading sessions plus one weekend) and genuine 'beats' are outnumbering disappointing 'misses' by almost a factor of …
Bassanese Bites: Delta delay? – August 23 2021
Global Markets Global equities suffered a setback last week as minutes from the latest Fed meeting suggested it was closer to “tapering” its bond purchases somewhat earlier than anticipated. Specifically, the minutes indicated “most” members agreed that tapering could commence this year (as opposed to …
FNArena’s Weekly Insights – August 16 2021
In this week's Weekly Insights -August: It's A Joke -September Index Reviews -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena August: It's A Joke Corporate reporting season in Australia; in most investors' mind that is February and August, every year. In practice, however, the bulk of companies tends to release its market update …
Bassanese Bites: Grinding on – August 16 2021
Global markets Global equities continued to grind higher last week reflecting ongoing solid corporate earnings and still relatively benign bond yields. Indeed, lingering fears with regard to the potential impact of delta on economic growth are likely helping offset fears which may otherwise have arisen from …
FNArena’s Weekly Insights – August 09 2021
In this week's Weekly Insights: -Early Days, But Plenty Of Signs -Not To Be Forgotten: The Bond Market -Conviction Calls -FNArena Talks -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Early Days, But Plenty Of Signs The August reporting season in Australia is still very young. The FNArena Corporate Results Monitor only contains …
Bassanese Bites: $A to test US68c – August 09 2021
Global markets Global equities pushed onwards last week as solid U.S. earnings and economic reports outweighed concerns with regard to eventual Fed tapering and the pesky delta variant. Although U.S. July manufacturing indices were a touch weaker than expected, they were nonetheless still very strong – …
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 …
