David Bassanese

Global MarketsIt was all about the Fed again last week, as further hawkish commentary pushed U.S. bond yields higher and U.S. stocks lower. In what seemed a shock to many, longstanding policy dove...

Global MarketsGlobal equities consolidated last week after solid gains over the previous two weeks, with the most notable market movement being a sharp drop in oil prices as the U.S. announced the...

Global markets What a week! Despite the ongoing Ukraine war and a more hawkish than expected Fed meeting, global equities saw fit to surge in what I can only attribute to a ‘sell the rumour,...

Global marketsThe intensification of Russia’s invasion of Ukraine – along with Putin’s nuclear talk – saw world oil prices surge 26% last week to US$115 a barrel, which in turn...

Global Markets Last week was clearly volatile for global markets, with the attack on Ukraine initially causing a risk-off move, followed by a risk-on recovery on relief that Russian sanctions did not...

It was another rocky week for global equities, with war tensions in Europe and hot producer prices in the United States. Stocks got an early lift last week on reports that Russia might be scaling...

Global markets A hot U.S. consumer inflation report and fears of a Russian invasion of Ukraine dominated market sentiment last week, resulting in global equities retreating after bouncing back over...

Key global market moves – rate fears rattle stocks Global equities suffered a sharp fall in January as rising bond yields placed downward pressure on price-to-earnings valuations, especially...

Despite rising bond yields last year, the strong V-shaped recovery in global equity markets from the COVID crisis of early 2020 largely continued over 2021, powered by ongoing growth in corporate...

Property gains on lower ratesAustralian listed property was the best performing of our seven major asset classes* in March, benefiting from a steep drop in global bond yields as central banks moved...