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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

Hello 3 Percent
By David Bassanese - Sep 17, 2018
Originally published by BetaShares Week in review It was a generally positive week for global stocks helped by a “Goldilocks” pattern of US economic data and hopes of renewed trade talks...
Wage Worry
By David Bassanese - Sep 10, 2018
Originally published by BetaShares Week in review Global equities were on the defensive last week reflecting rising trade tensions and a higher than expected US wage outcome. Contrary to hopes, no...
Sticker Shock?
By David Bassanese - Sep 03, 2018
Originally published by BetaShares Week in review It was another positive week for global equities, with sentiment particularly buoyed by a US-Mexico trade deal. Sentiment eased somewhat by...
Originally published by BetaShares In meetings with clients over recent months, one of the common questions I’ve been asked has concerned the potential “income shock” to be faced by...
Originally published by BetaShares With solid global demand and ongoing supply side disruptions, oil prices could well remain reasonably firm over the coming year. If so, there may be investment...
Friendly Fed
By David Bassanese - Aug 27, 2018
Originally published by BetaShares Week in review The key global highlight last week was the fact that Wall Street managed to touch new record highs on the back of reassuring comments from the...
Originally published by BetaShares Week in review Turkey dominated the headlines for much of last week, with the fall out spilling over into emerging markets. But the big news was late in the week...
Turkey Shoot
By David Bassanese - Aug 13, 2018
Originally published by BetaShares Week in review It was a mixed week for global markets with lingering optimism over the US economy tempered by concerns surrounding emerging markets in the wake of...
Originally published by BetaShares After treading sideways for several months, global equities pushed higher in July despite a further lift in global bond yields and continued strength in the US...
Originally published by BetaShares Week in review It was another positive week for global stocks underpinned by strong US earnings and benign US wages that together again more than outweighed any...