Bassanese Bites: Hawkish cut – December 16 2024
Global markets Global equities eased back last week after three weekly gains – likely reflecting buyer exhaustion, higher bond yields, and caution ahead of the US CPI result and upcoming Fed meeting. There were few major global market movers last week, with the US November CPI inflation …
Bassanese Bites: Caution can wait – December 09 2024
Global markets Global equities continued their rebound last week, supported by encouraging comments from Fed chair Jerome Powell and a Goldilocks US employment report. In key commentary last week, Fed chair Powell conceded the US economy was stronger than the Fed thought when it first cut rates in September, …
FNArena’s Weekly Insights – December 02 2024
A Cautious Preview Into 2025 By Rudi Filapek-Vandyck, Editor Traditionally, the final weeks of each calendar year trigger educated predictions about what the year ahead might have in store for investors and financial assets, and this year is no exception. What is different, however, is most predictions this …
Bassanese Bites: Bessent bump – December 02 2024
Global markets Global equities continued their rebound last week, supported by market confidence in Trump’s choice for the new US Treasury Secretary. Easing Middle East tensions and encouraging Fed minutes were also market positives. There was little in the way of major global economic data again last …
FNArena’s Weekly Insights – November 25 2024
By Rudi Filapek-Vandyck, Editor Many years ago, I read a story by Marcus Padley praising the virtues of a one-stock investment portfolio. The philosophy behind the idea is that when all your money sits in one stock, you will make sure you know every in and out …
Bassanese Bites: Farewell February Cut – November 25 2024
Global markets Global equities bounced back last week, helped by ongoing strength in the US economy and excitement around the ‘Trump trades’ in the wake of Donald Trump’s return to the US Presidency. There was little in the way of major global economic data last week, with …
FNArena’s Weekly Insights – November 18 2024
By Rudi Filapek-Vandyck, Editor Ed Yardeni believes the S&P500 will reach 10,000 by 2030. It seems like a bold prediction to make, typical, maybe, of the euphoric sentiment that surrounds share markets when indices are trading near all-time record highs. More value-conscious investors have kept their eyes firmly …
Bassanese Bites: Cautious cutter – November 18 2024
Global markets Global equities fell back last week, likely reflecting post-US election profit taking and more cautious comments from Fed chair Jerome Powell. After a solid ‘Trump bounce’, some post-election equity profit taking last week should not be unexpected. That’s especially so as markets continue to get …
FNArena’s Weekly Insights – November 11 2024
In this week's Weekly Insights: -Preparing For The Trump Years -All-Weather Model Portfolio By Rudi Filapek-Vandyck, Editor Preparing For The Trump Years Whether we love or loathe him, the return of Donald Trump to the White house on January 20th next year will mark one pivotal moment in modern day …
Bassanese Bites: Trumped – November 11 2024
al markets Global equities bounced back strongly last week following Trump’s US Presidential victory and the Federal Reserve rate cut. Perhaps surprisingly, long-term bond yields eased over the week though the $US firmed. My ill-fated foray into political punditry last week met its deserved outcome, with Trump …
