David Bassanese, Author at BetaShares

Bassanese Bites

Weekly Outlook

Bizarro World

Global Markets Wall Street pushed onward to new record highs last week as US Fed chair Powell all but assured markets there’d be a rate cut later this month.  That…

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Market Insights

Employment market at a turning point

The highlight of the coming week will no doubt be Thursday’s labour force report.  Given the notorious volatility in monthly employment changes, the single best measure of labour market trends…

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Weekly Outlook

Goldilocks slays the bears

Global Markets Global equities enjoyed another solid week, basking in the after glow of the US-China trade “truce” announced last weekend and continued “Goldilocks” US economic reports – suggesting the…

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Market Insights

Equities are (relatively) cheap!

The equity market is (relatively) cheap! The extra-ordinary decline in local bond yields has now left the Australian equity market relatively cheap compared to bond markets. Despite the S&P/ASX 200’s…

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Market Insights

Tax reform: Welcome but more to do

The seemingly imminent passage through Federal Parliament of extensive income tax cuts over the coming few years is a welcome reform, as it will give back substantial “tax drag” that…

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Market trends: July 2019

Market Trends: July 2019

Reading time: 5 minutes Key Market Trends – bond-driven equity rally May’s US-China trade fears gave way to central bank easing hopes in June, with a further decline in bond…

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Weekly Outlook

RBA to cut

Global Markets The main development last week was the US Federal Reserve’s decision to give the market a “reality check” with regard to how far and how quickly it is…

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Weekly Outlook

Golden Run

Global Markets Last week saw global equities extend their gains, buoyed by Trump’s confirmation that he will meet Chinese President Xi at this weekend’s G-20 gathering after all.  Also helping…

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Weekly Outlook

Fed Focus

Global Markets Global equities continued to shrug off concerns with regards to US-China trade wars last week, and instead were heartened by Trump’s Mexican deal, benign inflation data and growing…

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Weekly Outlook

Bad news is good news

Global Round Up Global equities rebounded strongly last week, reflecting ongoing hopes of a US interest rate cut and signs that US trade tensions with Mexico at least would soon…

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market trends - june 2019

Market Trends: June 2019

Reading time: 4 minutes Video: Quick highlights Key Market Trends A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining…

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Weekly Outlook

RBA and GDP Ahead

Weekly Comment Global trade tensions continued to dominate market sentiment over the past week, with bond yields and equities prices dropping further.  Oil prices also fell while currencies remained steady…

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