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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 7

Two Or Less?
By David Bassanese - Mar 18, 2019
Week in review Confidence returned to global equities last week – after a modest pull back over the previous week – largely due to reassuring US economic data. US retail sales rebounded...
Global Slowdown
By David Bassanese - Mar 11, 2019
Week in review Last week saw the first decent pull back in global equity markets since the impressive V-shaped recovery began just after Christmas. Growing uncertainty over when and if the US and...
Major Asset Classes – Oz equities shine Australian equities were the best performing of our seven major asset classes in February, with good gains across several sectors. Relief that the Hayne...
Week in review It was a relatively subdued week on global markets with little in the way of major data or key news events. While hopes of an eventual US-China trade deal continues to underpin...
Originally published by BetaShares Week in review It was another positive week for global equities thanks to still reasonably reassuring growth indicators, dovish Fed commentary and ongoing hopes...
Buy The Rumour
By David Bassanese - Feb 18, 2019
Originally published by BetaShares Week in review It was another positive week for global stocks, as ongoing encouraging talk about progress in US-China trade talks remained the gift that keeps on...
Originally published by BetaShares While my “on hold” call for the RBA turned out correct last year, I now expect the RBA to cut the cash rate this year, and twice by early-2020. This...
Originally published by BetaShares Week in review Global stocks were largely flat last week, with the main “new news” being concerns over progress in US-China trade talks –...
Originally published by BetaShares Global equities returned a strong 7.3% in local currency terms during January, unwinding their 7.2% slump in December. The return in Australian dollar terms,...
Originally published by BetaShares Week in review Global equities posted further gains last week on the back of very dovish Fed commentary, capping off what’s been a promising start to the year...