David Bassanese, Author at BetaShares - Page 6 of 29

Bassanese Bites

Weekly Outlook

Eerie calm

Global markets
U.S. stocks edged ever higher last week, despite a lack of progress on extending fiscal stimulus and the Fed’s reluctance to consider further monetary measures despite its ongoing concerns for the economy….

Read more

Weekly Outlook

Yield spike

Global markets
Global equities pushed higher last week despite a continued U.S. impasse over further fiscal stimulus. Talk of a Russian vaccine and still generally encouraging U.S. economic data helped keep equity bears at bay….

Read more

Weekly Outlook

Stimulating times

Global markets
Better than expected U.S. economic data and stimulus hopes continued to buoy global equities last week, with the S&P 500 now only 1% from its previous peak level. The FAANG stocks have a lot to do with this performance,…

Read more

Weekly Outlook

RBA to cut to 0.1%?

Global markets
Global equities saw fit to focus on the positives last week, taking heart in the Fed’s renewed pledge to support growth and in the awe-inspiring ongoing strength in tech sector earnings….

Read more

Weekly Outlook

Double dip?

Global markets
Global equities tried hard to break higher early last week on the back of more hopeful vaccine news and Europe’s long-awaited stimulus package, though ended the week on the back foot due to renewed U.S.-China tensions and higher than expected U.S….

Read more

Weekly Outlook

Cover up

Global markets
Global equities eked out further gains last week, largely reflecting more vaccine hopes, good JP Morgan earnings and general relief that more widespread lockdowns were not re-imposed in the United States….

Read more

Weekly Outlook

Let it rip

Global markets
Global equities pushed higher last week despite a rising CV-19 case count, with investors taking heart from a continuing ‘re-opening’ bounce in the data, further somewhat encouraging drug news and –…

Read more

Weekly Outlook

Range trade

Global markets
Global equities managed to shrug off mounting U.S. virus concerns last week and instead focus on better than expected ‘re-opening’ economic data. Of course, the Fed chipped in with further “whatever it takes”…

Read more

Weekly Outlook

Shelter in place

Global markets
The continued rise in U.S. COVID-19 cases further undermined risk sentiment last week – even though, as U.S. President Trump noted, increased testing appears an important factor behind the rise (although the percentage of positive tests is also increasing)….

Read more

Weekly Outlook

Temperature check

Global markets
Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s collapse in prices,…

Read more

Weekly Outlook

Reality Bites

Global markets
After basking in fever pitch risk-on sentiment in the previous week, global markets slumped last week as dour economic forecasts from the U.S. Federal Reserve and a rise in COVID-19 cases in some U.S….

Read more

Weekly Outlook

FOMO Fever

Global markets
Good news is good news. Bad news is good news. And no news is good news also! Global equities pushed higher last week as positive ‘re-opening’ data, no second waves,…

Read more