As we enter the final stages of the reporting period, we find the aggregate results have been fine… There are small downgrades of 0.4% to June 2024 ASX 200 earnings per share, these are not as big as a normal reporting season downgrade of 0.7% MST Strategist Hasan Tevfik, notes if we include the effect […]
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With a busy week in the earning season, the Superbowl in the United States drawing record viewing numbers and the comparison of the Taylor Swift economy encouraging travel spend, there has been much discussion on the markets. Siobhan Blewitt, founder and CEO at Frais Capital, discussed the leading topics for the week on Monday at […]
US Federal Bank Meeting The Federal Open Market Committee (FOMC) data this week led markets to bet interest rate cuts are more likely in May 2024, not March 2024. US earnings recession probability is low, although some bank balance sheets stress is presenting. US commercial real estate is very idiosyncratic, and the “3 days a […]