Talk of delayed interest rate cuts and BHP’s nickel woes put brakes on bullish market

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Talk of delayed interest rate cuts and BHP’s nickel woes put brakes on bullish market

A late recovery on financial markets failed to claw back all the damage done by bad news earlier this week, led by bankers once again raining on the parade.

By Tim Treadgold.

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Resources sector tipped to be hit by M&A flood

The start of what could be a busy year for mergers and acquisitions (M&A) got off to a shaky start this week with one deal landed and another big one which got away.

By Tim...

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Powell hits pause on rate cut but market up-trend is a friend

Two steps forward. One step back. That’s the story of financial markets this week as an underlying recovery was derailed by a warning from U.S. central bank boss, Jay Powell, that investors waiting for...

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Stocks bounce off lows amid signs storm may be passing

The battery metals crisis is dominating financial-media headlines for good reason, but the correction which has swept through lithium and nickel stocks has masked encouraging signs elsewhere.

By Tim Treadgold. 

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Value emerging as brokers talk of an over-sold market

Economic uncertainty, especially the prospect of rising, rather than falling, interest rates, returned to haunt stock markets this week, but with the sell-off have come opportunities which top investment banks have been quick to...

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Market wakes up tired after Christmas rally but hints of recovery start to emerge

One step forward, one step back, that’s how the stock market has felt since the start of the year with no better example than a comparison of two lithium stocks, Kali the winner, and...

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Surging energy use, including AI, driving Rinehart & Co’s huge lithium appetite

Lithium stormed back to investment prominence this week, not because the price of the metal rose, but solely because billionaires are buying.

By Tim Treadgold.

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Sea change for investors as rates peak

The investment game changed this week when the U.S. central bank gave the clearest indication yet that interest rates have peaked and a falling cycle will soon start, with gold first to react as...

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Santa rally takes a break but recovery remains on track

The Santa rally paused towards the end of the week as investors assessed the speed at which the recovery is moving, with the most telling comment from a Goldman Sachs analyst who said: “there...

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Festive cheer replaces inflation fear amid growing talk of rate cuts in ‘24

The economic recovery, which is laying the foundations for 2024 to be a bumper year for investors, became a little clearer this week as U.S. growth accelerated, inflation fell in Australia and the OECD...