David Bassanese, Author at BetaShares

Bassanese Bites

Weekly Outlook

October move?

Global Markets Ongoing trade concerns and a less dovish than hoped Federal Reserve saw global stocks edge lower last week. Reflecting risk-off sentiment, bond yields also dropped back while the…

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Weekly Outlook

Olive Branches

Global Markets Global equities continued to recover last week, buoyed by ongoing signs of a thawing in the frosty trade relations between the United States and China. Each side offered…

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Market Insights

Try Again

Global Markets Global equities enjoyed another positive week thanks largely to confirmation that the US and China will engage in another round of trade talks next month. Bond yields pushed…

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Market Insights

Trump’s time to throw in the towel?

News overnight that the United States and China would resume trade talks has understandably lifted the spirits of global investors.  To my mind, the new twist in the trade saga…

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Market Trends: September 2019

Reading time: 5 minutes Key Market Trends – trade tensions return August saw a return to ‘risk-off’ sentiment in global markets, reflecting a resumption in US-China trade tensions, growing signs…

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Weekly Outlook

Weak GDP Ahead

Global Markets After a very worrying start, global equities eventually recovered over the course of last week – thanks to no immediate Chinese retaliation to Trumps’s latest tariffs hikes and…

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Weekly Outlook

Trade Fury

Global Markets While hopes of a stabilisation in trade tensions and more policy stimulus (with talk of a US payroll tax cut and German fiscal action) helped to buoy equity…

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Market Insights

Unnerving Inversion

Global Markets Inversion of a key US yield curve measure (the gap between US 10-year and 2-year Federal Government bond yields) sent jitters through Wall Street last week, as did…

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Market Insights

Take That

Global Markets Global equities remained on the back foot last week as the previous week’s US decision to levy additional tariffs on China was quickly met with Chinese retaliation.  China’s…

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Weekly Outlook

Trade tantrum

Global Markets Global equities slumped last week reflecting two negative events: disappointment with regard to Fed guidance and Trump’s new tariffs.  A flight to safety saw long-term bond yields plumb…

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Weekly Outlook

Pass the punch

Global Markets Global equities pushed higher again last week reflecting encouraging US economic data and earnings results, along with hopes this week of both renewed US-China trade talks and a…

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Market Insights

RBA may be fighting the last war

Comments following RBA Governor Phillip Lowe’s speech Governor Lowe’s speech* can be taken as a strong defence of not only the current inflation-targeting regime, but also the current inflation target…

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