David Bassanese, Author at BetaShares

Bassanese Bites

Weekly Outlook

QE is coming

Global Markets Global markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the…

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Why the $A could be headed to US62c

Why the $A could be headed to US62c

Reading time: 4 minutes Despite a likely improvement in the global economic outlook in 2020, this note explains why the $A may well slip further next year – due to…

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Weekly Outlook

$A heading to US62c

Global Markets Global equities continued to rally last week, buoyed by ongoing hopes that the US and China will eventually conclude a trade deal – despite some uncertainty over whether…

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Weekly Outlook

Blue sky

Global Markets It was yet another positive week for global stocks, with the S&P 500 reaching new record highs.  Ongoing optimism with regard to US-China trade talks, a good US…

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Weekly Outlook

CPI Ahead

Global Markets Global stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation in global manufacturing and…

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Weekly Outlook

Cautious optimism

Global Markets Global equities ground higher again last week reflecting ongoing hopes with regard to US-China trade discussions, encouraging US earnings reports, and a new UK-EU Brexit deal. The S&P…

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Weekly Outlook

Peace in our time?

Global Markets Hopes and fears regarding a possible US-China trade deal pervaded global markets for much of last week and the tentative agreement struck on Friday was greeted with restrained…

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Weekly Outlook

On the brink

Global Markets Last week provided further tangible signs that the trade-induced slowdown in the global economy was finally filtering through to the United States, which seemingly should make US President…

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Weekly Outlook

RBA to cut

Global Markets It was another modest risk-off week for global equities with the US S&P 500 again failing to push through the previous record high of 3,027 set in late…

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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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