Bassanese Bites: China jeer – October 14 2024
Global markets Global equities edged higher again last week reflecting the continued prospect of US monetary easing and a good start to the Q3 US earnings reporting season. The lift in stocks came despite a higher-than-expected US inflation report and disappointment on further Chinese policy stimulus. The …
FNArena’s Weekly Insights – October 7 2024
In this week's Weekly Insights: -Market Reflects Risk & Opportunities -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Market Reflects Risk & Opportunities It is easy, probably too easy, to be deterred by what looks like richly priced asset prices, but if the years past have shown one key message for …
Bassanese Bites: No hurry – October 8 2024
Global markets Global equities eased back over the past week, reflecting a rise in Middle East tensions and stronger-than-expected US economic data – which, in the latter case, has scaled back near-term US rate-cut expectations. Developments over the past week have tended to be bearish for bond …
FNArena’s Weekly Insights – September 30 2024
In this week's Weekly Insights: -Ten Highflyers With More Upside Potential -FNArena Talks -All-Weather Research: Post-August Changes -FNArena on Saturday By Rudi Filapek-Vandyck, Editor Ten Highflyers With More Upside Potential Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there's no such thing as …
Bassanese Bites: China cheer – September 30 2024
Global markets Global equities rose further last week helped by surprise Chinese stimulus moves and the ongoing US “goldilocks” environment. US economic data was reasonably mixed last week though broadly consistent with the soft landing or “goldilocks” scenario. On the negative side, the Conference Board US consumer …
FNArena’s Weekly Insights – September 23 2024
In this week's Weekly Insights: -Growth Is Not A Dirty Word -FNArena On Tour By Rudi Filapek-Vandyck, Editor It was by no means a universal outcome, with some of the smaller cap companies delivering unexpected negative surprises, but the Technology sector crowned itself as the best performing segment on …
Bassanese Bites: 50 more in ’24 – September 23 2024
Global markets Global equities rose further last week following a well-anticipated 0.5% rate cut by the US Federal Reserve. Reassuring US labour market data added to the optimism. What was once considered an unlikely prospect – unless US recession risks were intensifying – the 0.5% Fed rate …
FNArena’s Weekly Insights – September 16 2024
In this week's Weekly Insights: -Plenty Of Traps In Share Market Valuations -Post-August Key Picks -FNArena Talks -Gen.Ai - A New Section On The Website By Rudi Filapek-Vandyck, Editor Plenty Of Traps In Share Market Valuations Financial markets operate in a constant flux because of changes in geopolitics, monetary policy, societal progression …
Bassanese Bites: Fabulous Fed – September 16 2024
Global markets Global equities bounced back solidly last week as benign US economic data heightened expectations for a US rate cut this week. The US Presidential debate was a non-event for markets. As I’ve argued in the past, markets don’t seem to mind which candidate wins – …
FNArena’s Weekly Insights – September 11 2024
Rudi’s View: Asking The Important Questions By Rudi Filapek-Vandyck, Editor Asking The Important Questions Two-and-a-half years ago the Federal Reserve started what became one of its steepest tightening cycles in history. Two-and-a-half years and we are still debating whether the US economy, and possibly the global economy in …
