This Month
Wall Street slips, Fed, megacap earnings awaited
The S&P 500 closed down on Friday in New York, though it ended the first week of Donald Trump’s second term almost 2 per cent higher.
- Timothy Moore
ASX up, miners seesaw on Trump tariff comments; $A at five-week high
Shares close higher, $A rallies on Trump comments; Morgan Stanley upgrades AMP; Synlait ups H2 guidance; Wesfarmers upgraded, rallies; storm batters Rio port.
- Updated
- Nicola Blackburn
Commodity relief as Trump avoids ‘shock and awe’ tariffs
Strategists are now hopeful the US president will increase levies on China only gradually, which would help stabilise the iron ore and base metal markets,
- Alex Gluyas
Investors bank on iron ore saving dividends in 2025
An unexpectedly strong start for the steel-making commodity has raised hopes that the major miners will provide a larger source of income for investors in 2025.
- Joanne Tran
US stocks rebound in broad rally on Trump optimism
The S&P 500 recorded its best week since the November US presidential election. Bitcoin briefly tops $US105,000. US markets are closed on Monday.
- Timothy Moore
ASX to rise, Wall St lower as tech stumbles
Australian shares are set to rise. All three major US benchmarks holding narrow losses late. Gold tops $US2700 an ounce. China data awaited.
- Timothy Moore
The China commodities super-cycle is over. Will there be another boom?
China’s massive industrialisation and urbanisation drove a huge commodities boom that has run its course, but some executives are hopeful it will be replaced.
- Leslie Hook, Joe Leahy and Wenjie Ding
ASX to leap, Wall St surges on bank profits, rate cut bets
Australian shares are set to open up 1.3 per cent. All three US benchmarks rallied, and bond yields dropped on hopes for lower rates.
- Timothy Moore
Goldman doubles down on gold, tipping stock re-rating
The broker expects the price of the precious metal to remain high in the long term and for Australian gold miners to benefit from the sustained rally.
- Joanne Tran
ASX futures, US equities swing in choppy session
Australian stocks appear set for modest opening gains. Global bond yields steady. Oil retreats. Iron ore tops $US100 mark. Bitcoin tops $US96,000.
- Timothy Moore
ASX to edge up, S&P 500 swings positive, bitcoin tops $US96,000
Australian stock futures point to modest opening gains, reversing earlier losses. Global bond yields steady. Oil retreats. Iron ore tops $US100 mark.
- Timothy Moore
Labor boosts backing of Rinehart-backed Arafura to $1b
In its biggest outlay to date, the $15 billion National Reconstruction Fund has agreed to take a $200 million equity stake in the rare earths player.
- Ronald Mizen
ASX to edge up, Nasdaq hit by megacap tech selling
Australian shares are set to open modestly higher. Nvidia and Apple pace megacap losses. US 10-year briefly touches 4.8pc. Bitcoin tumbles anew.
- Timothy Moore
Oil sanctions send a jolt through the energy market
This year was earmarked as soft for the energy sector, but a sudden package of US sanctions on Russia has made the outlook much more complicated.
- Weilun Soon
Wall Street slides as the bar to further rate cuts rises
The S&P 500 reversed its 2025 advance, to turn negative on the year, amid broad selling, paced by financials and real estate.
- Timothy Moore
ASX to rise, British pound tumbles on UK deficit woes
Australian shares are poised to rise. US equities were closed for the funeral of Jimmy Carter. Oil rallied above $US77 a barrel, while iron ore topped $US97 a tonne.
- Timothy Moore
ASX to fall, Wall Street struggles amid renewed inflation worries
Australian shares are set to open lower. The S&P 500 below key level before national day of mourning. US December payrolls awaited. Bitcoin extends retreat.
- Timothy Moore
ASX to slip, Wall St sells off as data disappoints
Australian share futures reversed earlier gains. CPI ahead. Inflation threat hits US equities, especially tech. US 10-year leaps higher. Bitcoin tumbles.
- Timothy Moore
ASX to rise, Nvidia powers Wall St advance
Australian shares are set to open higher. Techs rallied ahead of speech by Nvidia’s CEO. Bitcoin leapt back above $US102,000.
- Timothy Moore
Resources fundies reveal top picks ahead of ‘stellar’ 2025
Some portfolio managers are chasing the elusive surge in copper stocks or braving the lithium sector, while others plan to ride the rally in bauxite and silver prices.
- Alex Gluyas
