Weekly Wrap

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Tesla shares fell to their lowest level in more than a year on Thursday as shareholder unease grows about plans to try to reinstate Elon Musk’s multi-billion share deal, move the company’s domicile to Texas, and abandon a cheap EV (Tesla 2) for the questionable robotaxi idea.

Yeehaw! Big global investors are at their most confident since January 2022, according to the latest monthly survey from Bank of America. Yet, judging by the changing sentiment on Wall Street, this ebullience may be misplaced.

The correlation between risk and returns is widely accepted. Historically, smaller companies have often outperformed larger ones over extended periods, a principle deeply embedded in investment theory and practice. However, recent market data has cast doubt on this conventional wisdom.

Retail investors have been flocking to relatively new spot Bitcoin exchange-traded funds, yet they seem to be overlooking gold funds, despite the yellow metal consistently hitting new highs and outperforming Bitcoin over the past month.

Despite a fairly solid Chinese crude steel production figure for March, iron ore prices slid 2.3% in Singapore on Tuesday as uncertainty about the real health of the Chinese economy took hold.

China’s gross domestic product grew 5.3% in the first quarter from the same period in 2023, surpassing conservative forecasts of around 4.6% to 5%. However, it was only marginally ahead of the 5.2% rate recorded in the final quarter of 2023.

The higher for longer narrative gains traction as US consumer data holds steady and markets hit all time highs. The late cycle AI heated market rally may be cause for concern, but the more urgent risk for investors is an economy with falling yields and sticky inflation.

A respected industry forecaster has strongly suggested that peak steel demand in China may have already occurred.

A significant week awaits Tesla as the company prepares to unveil its quarterly financials on Wednesday, potentially mirroring the outcomes of the same quarter in 2023.

Bitcoin surged past the $71,000 mark during Asian trading hours on Monday, marking its highest point since April 1. The rally comes as anticipation builds ahead of the much-anticipated reward halving expected to take place on April 20. This surge has not only propelled Bitcoin but also bolstered bets within the Ordinal and BRC-20 ecosystem.

After the Hayne Royal Commission, S&P upgrades Australia's banking system, citing tougher regulations and improved financial strength, signaling global confidence.

Explore the latest trends in February's building approvals data, revealing a mixed picture in the housing market, with Queensland leading a decline despite rising private house approvals nationwide.

Another big session for gold with US futures smashing through the $US2,300 level, spot prices surging and all this happening despite another rise in US bond yields.

So much for all the doom and gloom merchants going on about how the banks and other financial groups would be hurt by the rate rises from the Reserve Bank in its fight to control inflation — with a rise in bad debts, especially for home loans, more impaired loans and other problems.

American analysts came up well short in their guidance for Tesla’s March quarter EV deliveries with after 18 of them missing – and by a mile – the actual outcome.

Gold bugs celebrated yet another record for the metal on Monday with the price rising sharply in early trading, before losing puff as US bond yields surged by the most in a month.

Why do American economists, analysts and everyone else seem to think interest rates need to fall when it's clear that inflation – while a little resistant at the moment – is slowly cooling, the economy remains solid and growing, retailing sales and household spending are ticking over nicely, business investment is more than OK and the jobs market is likewise?

The Baltimore bridge disaster has opened a brief opportunity for Australian coal exporters to fill a big gap in Indian coal imports — especially coal needed by brick makers in the world’s most populous nation.

Remember all those stories in January and February about how Taylor Swift could boost inflation and how the money spent on tickets and her merch would be a downer for retail sales in February?

Trump Media's financial disclosure with its 8-K statement, revealing Truth Social's performance and investor risks.

For all the recent commentary about how President Xi Jinping is only interested in control (not disputed) and not the performance and growth of the Chinese economy, there is a growing level of official fear about the bleeding black hole in the economy, property.

Benchmark Mineral Intelligence’s Henry Sanderson has warned Western nations to stay focused on critical minerals in order to challenge China’s dominance.

Chalice Mining Managing Director Alex Dorsch says palladium is a misunderstood critical mineral.