Bassanese Bites: A step to the right – July 01 2024
Global markets – week in review US stocks edged back last week despite a reassuringly benign US inflation report. Buyer exhaustion and concern over the impending French elections likely held back stocks. Overall global stocks edged higher, helped by solid gains in Japan. The major global highlight …
FNArena’s Weekly Insights – June 24 2024
GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …
Bassanese Bites: Monthly CPI mayhem – June 24 2024
Global markets – week in review Global stocks inched further ahead last week as soft US retail spending supported hopes for eventual US rate cuts. There was limited key global data last week, with the highlight being US retail spending which surprised on the soft side. Headline spending rose …
FNArena’s Weekly Insights – June 17 2024
GenAi, The Super-Megatrend, Part One "In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists." [Reid Hoffman, co-founder of LinkedIn] By Rudi Filapek-Vandyck, Editor Every experienced investor knows it pays dividends to be sceptical when …
Bassanese Bites: Biding time – June 17 2024
Global markets – week in review Global stocks continued to rally last week – leaving April’s mini-pullback well behind – on the back of a lower-than-expected US CPI and the prospect of eventual US rate cuts. As alluded to above, the two key global highlights last week …
Bassanese Bites: 1, 2 or none? – June 11 2024
Global markets – week in review Global stocks bounced back last week after a 2-week mini-consolidation – reflecting rates cuts in Europe and Canada along with some softer-than-expected US data that raised hopes the Fed would also cut rates later this year. Overnight, the S&P 500 …
FNArena’s Weekly Insights – June 05 2024
In this week's Weekly Insights: -Winners Are Winning For Longer -Rudi Interviewed By Rudi Filapek-Vandyck, Editor Winners Are Winning For Longer The share market being an open forum where humans combine and clash with robots and other humans, it should be no surprise Monday's announcement by the Fair Work Commision …
Bassanese Bites: A Truss moment? – June 03 2024
Global markets – week in review lobal stocks eased back for the 2nd week in a row, with a series of poorly received US bond auctions helping to push up bond yields and push down equity values. Probably the main highlight last week was several US bond …
FNArena’s Weekly Insights – May 27 2024
It's Special vs Cheap, But Who's Most At Risk? By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is but a matter of time before the focus zooms in on IT services provider TechnologyOne ((TNE)). Last week's interim …
Bassanese Bites: Breather – May 27 2024
kers who reiterated the view that – while rate further rate hikes seem unlikely – rate cuts are also unlikely anytime soon. There was little joy in New Zealand last week either, with the RBNZ Monetary Policy Statement upgrading its inflation and interest rate outlook, while downgrading its growth …
