Closing Bell 31st July – Quiet finish to the month for the ASX
The market was full of hope today, hopes of China stimulus, hopes of the end of the rate cycle and hopes of a soft landing. Will hope win or will reality start to kick in?
July 2023
Pre-Market Pulse 31st July – Equities Rally on “Goldilocks” Hopes
US equities rallied as US Core PCE, the Feds preferred inflation measure fell, sparking further optimism from investors of a “Goldilocks” soft landing
Analyzing Stocks, Rate Hikes, and World’s Most Expensive Housing
The Weekender” delves into the global financial landscape, analyzing selected stocks, housing markets, Green Energy reforms, and the complex battle between economic “Goldilocks” and “Bears.
Closing Bell 28th July – Long Term Yields Rise on BOJ
Investors predicting hiking cycles are “done” had a rude shock today as Japan widened its Yield Curve Control, sending long term rates higher
Pre-Market Pulse 28th July – Dow snaps longest win streak since 1987
The Dow snapped a 13-day win streak Thursday as rally in Meta was offset by weakness in financials and airline stocks amid underwhelming quarterly results and resilient US GDP in the face of an aggressive bout of Federal Reserve policy tightening.
Closing Bell 27th July – The fight against inflation is (apparently) over
the fight against inflation is (apparently) over. The ASX200 hit 5-month highs as optimism that central banks are finished with hiking cycles
Pre-Market Pulse 27th July – Investors bury their heads in the sand as Fed raises… and doesn’t rule out more
The DOW extended its win streak to a 13th straight day, as investors buried their head in the sand as the Federal Reserve raising interest rates to the highest level in 22 years
Energy Stocks Flourish as South32 and Core Lithium Stumble
ASX experiences a mixed day as energy stocks rise, contrasting losses in the materials sector, amid dynamic brokerage activity and notable company value adjustments.
Dow Jones’ Remarkable 10-Day Rise – A Sector Rotation Story
Dow notches 10-day winning streak as sector rotation indicates overbought tech; S&P 500 and Nasdaq end mixed amidst varied investor sentiment on monetary policy.
TSMC’s Bleak Outlook and China’s Stimulus Counterbalance
ASX flatlines as investors balance China’s stimulus against tech downturn, with TSMC’s bleak outlook exacerbating concerns amidst muted miner growth and emerging bank profit-taking.
The AI Mirage: Lessons from the Dotcom Crash
This week’s wrap-up highlights the cautious AI rally, top US earnings picks, investor strategies, Wall Street CEO economic perspectives, Australian job market trends, and an overview of market happenings. Discover more inside.
The Silver Lining – A precious metal with an Industrial Edge
Explore the industrial power of silver, its soaring demand, and investment options like ETPMAG and silver mining stocks to seize potential growth.