Monday Market Minutes: More Bounce to the Ounce
Following strong leads in Europe and the US on Friday, ASX 200 futures are pointing to a positive start to trade for the Australian share market at the open later this morning.
Read MoreFollowing strong leads in Europe and the US on Friday, ASX 200 futures are pointing to a positive start to trade for the Australian share market at the open later this morning.
Read MoreLast week saw a contrast between two major fossil fuel commodities at the centre of the price surge post the Russian invasion of Ukraine, as oil bumped higher but coal continued to ease.
Read MoreThis month the usually ho-hum early data releases from business activity surveys will give us the first insight into what impact the Russian invasion is having on various key sectors.
Read MoreCommodities came back to earth last week with widespread selling and re-alignment of portfolios, even though the news from Ukraine hadn’t changed – fairytales about a truce notwithstanding.
Read MoreWhile Ford and Mercedes both made it clear this week that current events would not derail their deepening drive into electric vehicles, Rivian’s troubles continue to mount.
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 MoreNewcrest has staked much of its future success on the ability of its $A3.7b Canadian gold mine called Brucejack to live up to its potential as one of the richest known mines in the world.
Read MoreNewmont, the world’s biggest gold miner, will be hoping its two Australian mines – Boddington and Tanami – will do their part in the company’s goal of expanding global production this year.
Read MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, provides a current market update for income equities in light of recent events.
Read MoreIn this week’s Insights column, AMP’s Shane Oliver looks at what the US Federal Reserve’s decision to start raising interest rates means for Australia and Australian investors.
Read MoreThe target price falls to $2.35 from $2.65. The Add rating is maintained.
Read MoreThe broker maintains its Outperform rating and $14.45 target price.
Read MoreGlobal markets and economies will have to endure 30 nervous days to see if Russia finally defaults on the $US117 million interest payments due on two of its foreign bonds.
Read MoreYouth, as the old adage goes, is wasted on the young. Fidelity’s Tom Stevenson has some sage advice from his time in the markets for investors starting out on their journey.
Read MoreNot unexpectedly Australian unemployment fell to its lowest level on record last month as the economy continued to rebound from the impact of Covid Omicron.
Read MoreA disappointing half-yearly performance for Fonterra, after the dairy co-operative was unable to convert the strong rise in global prices into higher prices for its own products.
Read MoreThe first era of quantitative tightening fizzled. Magellan Investment Specialist Michael Collins wonders if asset-selling – aka money destroying – can help fight inflation this time?
Read MoreJust two years after suspending dividends as it hunkered down to ride out the 2020 Covid storm, James Hardie has bought land in Melbourne as the site for its new cement sheet plant.
Read MoreThe target slips to $13.14 from $13.19. The Add rating is kept.
Read MoreThe Outperform rating is retained and the target price decreases to $45.00 from $49.00.
Read MoreThe broker maintains its Buy rating and $4.55 target.
Read MoreMore confusion at the end of the first session of the London Metal Exchange nickel contract, with a data glitch, low interest, intense caution and fears of sudden price movements.
Read MoreAs widely anticipated, the US Fed raised rates by 25 basis points overnight, but market sentiment was helped by conciliatory statements from China on market stability and listing rules.
Read MoreWhile an 0.25% rate rise by the US Fed is almost a foregone conclusion, there’s a decent chance that by the time you are reading this Russia will officially be in default on its debts.
Read MoreThe disruption bubble is unravelling and market leadership is changing. Platinum’s Clay Smolinski looks at where the next big investment opportunities may lie.
Read MoreOutdoors retailer Kathmandu has completed a rebranding to ‘KMD Brands’, of which it has a few, not to mention a new CEO looking to put his stamp on his new company.
Read MoreShares in Suncorp did an about-face during trading yesterday after it provided an update on the cost of this summer’s natural disasters, especially the floods along the East Coast.
Read MoreThe latest Bank of America survey shows that major investors around the world are more concerned about the outlook for global growth than at any time since the GFC in 2008.
Read MoreGeopolitical turmoil and demand from China are tailwinds for Australian resource companies, pushing commodity prices higher. VanEck’s Cameron McCormack with more.
Read MoreSam Ruiz from T. Rowe Price gives his thoughts on the 3 key themes having an impact on markets at the moment: Inflation, Interest Rates and Russia’s invasion of Ukraine.
Read MoreThe Neutral rating is retained and the target price increases to $3.85 from $3.45.
Read MoreUnderperform and $3.70 target retained.
Read MoreThe broker initiates with a Buy rating and a target price of $2.30.
Read MoreWT Financial Group Founder and CEO Keith Cullen explains what the recent the acquisition of its industry peer Synchron Business Services means for the company going forward.
Read MoreAs Russia’s war in Ukraine continues, ETF Securities looks as what might happen in commodities markets such as palladium and platinum, where Russia is a crucial player.
Read MoreCorporate action afoot for a couple of industrial companies, with telco Uniti the subject of a takeover at $4.50 per share and healthcare provider Healius announcing a $A100m buyback.
Read MorePlenty of news from around the gold space today, as Westgold Resources and Pantoro both raise some funds for work at their WA projects and De Grey Mining gets some positive results.
Read MoreEnormous pressure on global commodity markets with traders big and small watching what will be a huge test of faith as the LME restarts trading in the nickel contract tomorrow, London time.
Read MoreJust as we seemed to be passing peak inflation, Russia’s recent attack on Ukraine has resulted in another spike in commodity prices. Quay Global looks at this from a real estate perspective.
Read MoreAsian equity markets continued to tumble as investors chose to look beyond some OK economic numbers from China and focus on another worrying jump in the country’s Covid cases.
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