Bond Markets and House Prices: Something’s gotta give
Janus Henderson’s Jay Sivapalan and Dinesh Kuhadas discuss how realistic the market’s cash rate expectations are given the potential for harm to the economy and financial stability.
Read MoreJanus Henderson’s Jay Sivapalan and Dinesh Kuhadas discuss how realistic the market’s cash rate expectations are given the potential for harm to the economy and financial stability.
Read MoreShares in gold miner Northern Star fell more than 5% yesterday as the company missed output forecasts at its flagship Kalgoorlie SuperPit and warned investors of rising production costs.
Read MoreWeak US markets, an escalation in concerns about the covid resurgence in China, spotty earnings reports and out-of-control billionaires all make for a fairly uncomfortable Wednesday ASX session.
Read MoreNufarm shares did relatively well yesterday despite revealing a small writedown on the value of its business in Russia and Ukraine while confirming earnings guidance given in February.
Read MoreSome days companies can release bad news into a strong market and get away with it. As United Malt, Bubs Australia and EML Payments all discovered, yesterday was not one of those days.
Read MoreSouth32 maintained its June 30 guidance after strong reports from its alumina, aluminium, nickel and coking coal operations in the March quarter added to the record half year performance.
Read MoreExternal pressures and the market’s bearish mood totally quashed any positive sentiment to be gleaned from upbeat quarterly updates released on Tuesday by Woodside and Beach Energy.
Read MoreMFS explains how commodities can be an important diversifier during periods of higher inflation and why the asset class could be an integral component of multi-asset portfolios.
Read MoreAlphinity IM Portfolio Manager Trent Masters shares his thoughts from the month and the key takeaways from the Morgan Stanley Technology, Media & Telecom conference.
Read MoreTuesday wasn’t the best of days to drop bad news on an already unsteady ASX, but payments group EML Payments had no option but to.
Read MoreFrank Poullas – Executive Chairman – Magnis aims to become a leading global producer of next-generation green credentialed Lithium-Ion Battery.
Read MoreCatch up on the full webinar with presentations from Elementos (ASX: ELT), Magnis Energy Technologies (ASX: MNS), Platina Resources (ASX: PGM), & SensOre (ASX: S3N)
Read MoreCorey Nolan – MD – Platina Resources is a gold focused explorer targeting world-class provinces in Western Australia.
Read MoreRichard Taylor – CEO – SensOre aims to become the top performing minerals targeting company in the world through exploration that combines AI technology, big data and vast geoscientific expertise.
Read MoreJoe David – CEO – Elementos is a diversified tin production and exploration company with assets in mining-rich jurisdictions including Spain and Australia.
Read MoreAustralian inflation in the March quarter dominates markets here this week which will feed off the growing fears about the knock-on effects of the Fed’s looming big rate rises.
Read MoreThis week sees some of the West’s biggest arms companies reporting March quarter earnings and the question for investors is will war again be good for their bottom lines?
Read MoreWith nearly 180 companies in the S&P 500 – worth roughly half of the benchmark index’s market value – due to report results this week, markets are likely to remain unsettled.
Read MoreAfter its recent strength, oil’s upward march has been slowed and now reversed by increasing headwinds as demand weakens and the initial shock from the Ukraine invasion wears off.
Read MoreWith a federal election looming and a fair chance of a change in government, AMP’s Shane Oliver this week looks at the potential implications for investors as we head to the polls on May 21.
Read MoreNever a dull moment in the lithium space, and this week was no different as Mexico made the decision to nationalise its industry in the metal and Elon Musk had plenty more to say about pricing pressures.
Read MoreCurrently a $10 million market cap tiddler, NickelX hopes to join the WA nickel big league with its acquired Cosmos South project, at the north-east end of the Fraser Range.
Read MoreChinese house prices in March were flat compared to February and rose at the slowest annual rate in more than five years to cap another miserable month for the ailing sector.
Read MoreSixty years after the three of them opened in the US within a 12-month period, Walmart and Target continue to survive and thrive, while Kmart’s downfall is playing out its final act.
Read MoreWe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read MoreFed chair Jay Powell blew up expectations for US monetary policy and rate rises on Thursday by openly suggesting the central bank will lift rates more aggressively over the rest of 2022.
Read MoreBrambles has upgraded its June 30 guidance, forecasting better than previously expected sales gains and earnings despite supply chain problems and rising costs, especially for timber.
Read MoreEvolution Mining has been forced to trim its estimated 2021-22 gold output forecast, news that saw investors send the shares down almost 5% to $4.34 in ASX trading on Thursday.
Read MoreForecast updates from both Challenger and Stockland during Thursday’s ASX trading session, with both reinstating previous guidance and offering positive profiles moving forward.
Read MoreNo wonder Santos changed its payout policy and announced a $US250 million buyback this week – the company’s March quarterly report revealed record revenue of $US1.9 billion.
Read MoreBHP did much better in its key iron ore business than rival Rio Tinto did, although the surge in WA Covid infections and associated labour shortages in hit its nickel and copper operations.
Read MoreThe great unwind in monetary stimulus has led to ongoing equity market weakness. Andrew Fleming explains why Schroders has cut its exposure to Australian resource stocks.
Read MoreBuying ‘quality’ companies seems an intuitively straightforward path to investment success. However, as VanEck’s Cameron McCormack writes, this is often easier said than done.
Read MoreUnlike the weak quarterly report from Netflix on Tuesday, Tesla did its bit for investor confidence in the megatechs with record revenue and earnings in the March quarter.
Read MoreA weak March quarter production report from Rio Tinto so far as its Pilbara iron ore operations are concerned, while only ominous silence about the future of its Jandar Serbian lithium mine.
Read MoreFidelity’s Tom Stevenson looks at one of the crystal balls investors use to identify turning points in the economy: the bond market, specifically, long and short-dated bond yields.
Read MorePortfolio Manager Scott Berg runs through some key points regarding how T. Rowe Price’s Global Growth Equity strategy steers through complex dynamics within that universe.
Read MoreSantos says investors are undervaluing the company in the wake of last year’s takeover of Oil Search and will conduct a $US250 million share buyback to try and set things right.
Read MoreCovid continues to bedevil the businesses of Bega Cheese in Australia and its key Asian markets, according to yesterday’s update from the country’s largest locally-owned food group.
Read MoreWednesday saw shares in Whitehaven Coal, the country’s biggest locally owned coalminer, hit new multi-year highs off the back of an upbeat March quarter production and sales report.
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