Bassanese Bites: Global equities sell-off continues – October 23 2023
Global markets Global equities continued to sell off last week on the back of a further rise in bond yields. After easing the previous week, US 10-year yields surged back to end the week at 4.91% while the S&P 500 index dropped 2.4% Several factors drove the …
FNArena’s Weekly Insights – October 16 2023
In this week's Weekly Insights: -Yield Is Back -Watch The Corporate Calendar -CSL & ResMed - Under Pressure -Best Ideas & Conviction Calls By Rudi Filapek-Vandyck, Editor Yield Is Back Twelve months ago, a temporary peak in global bond yields provided the green light for a strong relief rally in share markets. …
Bassanese Bites: Have yields peaked? – October 16 2023
Global markets US equities managed to squeeze out further small gains last week despite the lift in Middle East tensions and oil prices, thanks to a fall back in bond yields on the back of more dovish Fed commentary. …
FNArena’s Weekly Insights – October 09 2023
In this week's Weekly Insights: -Best Ideas & Conviction Calls -ResMed Talks -Predicting The Next Index Rebalances By Rudi Filapek-Vandyck, Editor Alas, on Monday unforeseen circumstances limited my time available and I had to restrict this week's Weekly Insights to a Round Up of Best Ideas and Conviction Calls. Despite the …
Bassanese Bites: Oil concerns return – October 09 2023
Global markets US equities managed to squeeze out small gains last week despite a further rise in bond yields, likely helped by a slump in oil prices and easing US wage inflation. Even the NASDAQ-100 bounced back 1.8%. Whether this is merely consolidation remains to be seen, …
FNArena’s Weekly Insights – October 02 2023
In this week's Weekly Insights: -To Sell Or Not To Sell? -Conviction Calls and Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor To Sell Or Not To Sell? When it comes to investing in the share market, very few events impact as much on the human psyche as a falling share …
Bassanese Bites: Bonds behaving badly – October 03 2023
Global markets Despite benign US inflation data, the ‘no landing’ correction in global equities continued last week, with the S&P 500 down a further 0.7% and US 10-year bond yields rising 0.13% to 4.57%. If there was any consolation, US stocks were at least somewhat less …
FNArena’s Weekly Insights – September 25 2023
In this week's Weekly Insights: -Looking For Answers -Best Ideas & Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor Looking For Answers The short term outlook for the Australian share market is, at best, uncertain. This is because there are simply too many conflicting factors to pay attention to. Last week's selling …
Bassanese Bites: Hawkish pause – September 25 2023
Global markets The ‘no-landing’ correction in global equities continued last week, with the S&P 500 down a chunky 2.9% and US 10-year bond yields rising another lazy 0.10% to 4.44%. The key catalyst, of course, was the Fed meeting. While the Fed kept rates on hold …
FNArena’s Weekly Insights – September 18 2023
In this week's Weekly Insights: -Navigating The Post-August Complexities -Best Ideas and Conviction Calls -FNArena Talks Navigating The Post-August Complexities By Rudi Filapek-Vandyck, Editor Active fund managers. They are usually brimming with optimism because, as some like to remind us all, pessimists don't make much money. Yet, at a recent industry panel …