“If it Looks like a Bear and Trades Like a Bear, Stop Trading it Like a Bull.” (Morgan Stanley strategists...
19 November 2018 Bassanese Bites: Almost neutral? – Week beginning: 19 November 2018One possible new emerging theme in light of recent market volatility is a somewhat more dovish Fed. On Friday, Fed...
14 November 2018 Weekly Insights From The FNArena News Desk 13/11/18“Markets have changed in 2018 as monetary policy normalizes and peak growth is evident. Nothing captures this better than our...
12 November 2018 Weekly Insights From The FNArena News Desk 06/11/18“There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens...
12 November 2018 Bassanese Bites: Gridlock – Week beginning: 12 November 2018Global equities continued their recovery last week, helped by apparent relief that US mid-term elections restored “gridlock” to Washington. With...
5 November 2018 Bassanese Bites: Trade hopes – Week beginning: 05 November 2018Global stocks and bond yields staged a rebound last week, reflecting strong US economic data and hopes that US and...
31 October 2018 Weekly Insights From The FNArena News Desk 30/10/18There is one specific reason as to why I would caution investors to have high expectations about the local share...
29 October 2018 Bassanese Bites: Uneasy calm – Week beginning: 22 October 2018An “uneasy calm” is perhaps the best way to characterise global markets last week – with little in the way...
29 October 2018 Bassanese Bites: AHE at 3%! – Week beginning: 29 October 2018Global equity market weakness – led by NASDAQ’s tech darlings – was again the dominant market feature of the past...
24 October 2018 Weekly Insights From The FNArena News Desk 23/10/18There are a whole bunch of scaremongers out there, waving index charts that look as scary as they can for any...