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bassanese bites
Latest news and analysis on bassanese bites
Macro
April 19, 2022 16:35
Have we reached peak inflation?
Global Markets Higher bond yields and oil prices caused global equities to remain on the defensive last week, with further hawkish talk from the Federal Reserve,...
David Bassanese
Betashares
April 19, 2022 16:35
Macro
April 12, 2022 10:47
Bassanese Bites: When doves talk
Global Markets It 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...
David Bassanese
Betashares
April 12, 2022 10:47
Macro
April 06, 2022 14:00
Bassanese Bites: The Fed should hike rates by a full percentage point next month
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...
David Bassanese
Betashares
April 06, 2022 14:00
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Macro
March 22, 2022 09:41
Bassanese Bites: Equity investors are asking the wrong question as rates rise
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...
David Bassanese
Betashares
March 22, 2022 09:41
Macro
March 15, 2022 07:30
Betashares Bites: Oil spikes, Putin’s dilemma, Fed fears build
It was another poor week for global equities, with the U.S. S&P 500 down 2.9% and on the cusp of breaking to a new low in the correction to date. Confirmation that the...
David Bassanese
Betashares
March 15, 2022 07:30
Macro
March 08, 2022 10:00
Bassanese Bites: Cuba and Volcker
The 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 saw...
David Bassanese
Betashares
March 08, 2022 10:00
Macro
March 03, 2022 11:02
Bassanese Bites: Rising geopolitical risks and portfolio implications
Given the enormity of Russia’s decision to invade Ukraine, this note provides a short update on the potential market implications.Keeping in mind that the situation...
David Bassanese
Betashares
March 03, 2022 11:02
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