Bassanese Bites: Great debate – September 09 2024
Global markets Global equities declined sharply last week, reflecting further weaker than expected US economic data and anti-trust concerns around tech darling Nvidia. As the saying goes, the faster they rise, the harder they fall – and Nvidia is no exception. The sharp sell-off in this AI …
FNArena’s Weekly Insights – September 6 2024
Rudi’s View: August Results Fail To Inspire By Rudi Filapek-Vandyck, Editor Investors are trained to be optimistic and hopeful but if the August reporting season proved one thing it is that hope is not an ideal strategy during times when economies are slowing and household budgets persistently …
Bassanese Bites: Lofty stocks – September 02 2024
Global markets Global equities consolidated last week, following several weeks of strength in anticipation of US Fed rate cuts ahead. Helping in the consolidation was a less-than-usually impressive Nvidia earning update. That said, the S&P 500 still closed at a new end-week market high. There was little …
FNArena’s Weekly Insights – August 26 2024
August Trends Have Darkened By Rudi Filapek-Vandyck, Editor Reporting season is when investors receive a detailed insight into how companies are actually performing. Where is momentum? How strong is it exactly? And where are the weaker points? But investing is all about the future and thus what is …
Bassanese Bites: Time has come – August 26 2024
Global markets The global equity rebound continued last week, buoyed by confirmation of a US rate cut next month by Fed chair Jerome Powell. Markets waited all week for Powell’s speech at the Jackson Hole central bank talkfest, and were not disappointed. Powell declared “the time has come” to …
FNArena’s Weekly Insights – August 19 2024
August Paints A Bifurcated Picture By Rudi Filapek-Vandyck, Editor As per always, investors tend to experience reporting season through their own portfolio holdings. Miss out on the few sharp punishments and own a number of positive surprises and we might feel chuffed about past choices and our predilection …
Bassanese Bites: Jackson Hope – August 19 2024
Global markets Global stocks rebounded strongly last week thanks to a beautiful set of numbers from the United States suggesting the ‘soft landing’ scenario remains firmly on track. After a testing few weeks in markets, last week was one of reassurance – that both US inflation continues …
FNArena’s Weekly Insights – August 12 2024
In this week's Weekly Insights: -August Results: Early Beginnings -FNArena Talks By Rudi Filapek-Vandyck, Editor August Results: Early Beginnings Share price movements are not the most reliable indicator thus far in July and August. Contrary to what investors might assume, the Q2 corporate earnings season in the US is not a …
Bassanese Bites: Becalmed – August 12 2024
Global markets Global stocks rebounded over the course of last week after the volatility of the previous Friday and Monday – helped by reassuringly firm US economic data. Overall, this resulted in a flat week for global and US stocks, with a modest rebound in bond …
FNArena’s Weekly Insights – August 05 2024
August Results: Polarisation & Divergence By Rudi Filapek-Vandyck, Editor It's difficult to keep the focus on corporate market updates when panic selling is causing risk assets to suffer heavy retreats in August. This is not about investor exuberance, concentrated market positions or inflated valuations, even though these …
