FNArena’s Weekly Insights – March 01 2021
A February For The Record Books By Rudi Filapek-Vandyck, Editor FNArena It has been a while since a corporate results season in Australia was mostly about corporate performances. The last time this happened was, according to my memories, February 2018. Back then, investors weren't so sure whether strong …
Bassanese Bites: Good news is bad news – March 01 2021
Global markets The ‘bloodbath’ in global bond markets continued last week, with U.S. 10-year bond yields ending the week up another 7bps to 1.41%. A poorly supported U.S. 7-year Treasury bond auction appeared to be the catalyst for last week’s further yield gain, with assurances from …
FNArena’s Weekly Insights – February 22 2021
In this week's Weekly Insights: -February 2021: Banks Are Back! -A Supercycle In Dividends -Best Set Of Numbers In A Decade -The Market Is A Duck Pond -When Gold Meets Its Master -Bond Yields Won't Rise Forever By Rudi Filapek-Vandyck, Editor FNArena February 2021: Banks Are Back! In a reporting season that is about …
Bassanese Bites: Bond blues – February 22 2021
Global markets The rise and rise in global bond yields in recent weeks – on the back of rising raw material and wholesale price pressures – finally got noticed by hard-charging equity markets last week, though at this stage the yield impact is a glancing blow …
FNArena’s Weekly Insights – February 15 2021
In this week's Weekly Insights: -Yet Another Short Selling Failure -February: Early Days, Full Of promise -A Different Environment For Dividends -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena Yet Another Short Selling Failure Short sellers. They present themselves as the shining white knights if not the morally-driven, diligent sleuths who dig into …
FNArena’s Weekly Insights – February 12 2021
This story features CIMIC GROUP LIMITED, and other companies. For more info SHARE ANALYSIS: CIM In Part II of this week's Weekly Insights: -A February Full Of Promise -Dividends Are Back -Strong, Stronger & Strongest – Consumer Stocks -Winners & Losers (Forecast) -Engineers & Contractors -Healthcare: Same Old -Fund Managers: Go With The …
Bassanese Bites: Inflation Watch – February 15 2021
Global markets Global equities continued to grind higher last week in the absence of bad news. Biden’s massive U.S. fiscal stimulus package remains the ‘gift that keeps on giving’ as it slowly winds it way through Congress and gives equity bulls something positive to talk about …
FNArena’s Weekly Insights – February 8 2021
Weekly Insights this week will be published in two parts because FNArena is organising a webinar on Monday evening (see further below). In this Part One: -February Is Feeding Market Optimism -Conviction Calls -FNArena Webinar (tonight) By Rudi Filapek-Vandyck, Editor FNArena February Is Feeding Market Optimism As the February reporting season in …
Bassanese Bites: QE2 – February 08 2021
Global markets Those of us counting on a deeper correction in equities to add exposure would have been a little disappointed last week as the “retail rebellion” volatility fizzled out and markets instead basked in the glow of ongoing good economic data, corporate earnings, and major …
FNArena’s Weekly Insights – February 1 2021
In this week's Weekly Insights: -And Off We Go... -When Dumb Money Is Savvy, And Smart Money Is Not -A Lesson From History -The January Share Market Barometer -February: Reason For Optimism -2021, The Year Of Earnings Recovery -Conviction Calls -FNArena Webinar By Rudi Filapek-Vandyck, Editor FNArena And Off We Go... The new calendar year has …
