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David Bassanese

  • Analysis & Opinion

David Bassanese's Comment & Analysis
A complete archive of David Bassanese's articles, including current analysis & opinion - Page 4

Pivot party
By David Bassanese - Oct 24, 20221
Global Markets Global equities saw reason for optimism last week, helped by a UK U-turn and media reports the Fed will scale back the size of rate hikes in December. Of course, the Fed is still on...
Bond bloodbath
By David Bassanese - Sep 26, 2022
Week in review Continued hawkish actions from the US Federal Reserve again weighed on global equity and bond markets last week, with an ill-judged very stimulatory UK budget also not helping fragile...
Week in review After several weeks of losses, global stocks bounced back last week on little new fundamental news, likely reflecting end-of-month rebalancing and profit taking from short sellers. If...
Week in review By far the global highlight last week was the softer than expected US July consumer price index report, with both headline and core inflation lower than market expectations. In turn...
On Song
By David Bassanese - Aug 08, 2022
Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political...
Hot CPI ahead
By David Bassanese - Jul 25, 2022
Week in review It was a topsy-turvy week for global equities, with investors still unsure whether to laugh or cry in the face of mixed earnings reports and weakening economic data. In terms of major...
Week in review If ever one wanted confirmation that Wall Street is not priced for recession, last week was it. In a curious twist, equities saw fit to rally mid-week on better than expected surveys of...
Bad news is bad
By David Bassanese - Jul 04, 2022
Week in review Global stocks weakened last week as the previous week’s hope of a soft landing morphed into fears of a hard landing, especially given a plunge in US consumer expectations and a weak ISM...
Laugh or cry?
By David Bassanese - Jun 27, 20224
Week in review A feisty 6.4% rebound in the S&P 500 was the major market highlight of the past week, supported by declining bond yields and commodity prices. With aggressive interest rate hikes slowly...
Global markets It was another horror week for global equity (and bond) markets as the previous week’s hotter than expected U.S. consumer price index report led to fears that the Fed would hike by...