Powell waves red rag to market bulls but inflation may yet halt the charge

The bulls ran free yesterday after clear indications from top U.S. banker Jerome Powell that interest rate cuts will start later this year, with gold leading the charge up to a new all-time high of US$2223 an ounce.

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Powell waves red rag to market bulls but inflation may yet halt the charge

The bulls ran free yesterday after clear indications from top U.S. banker Jerome Powell that interest rate cuts will start later this year, with gold leading the charge up to a new all-time high...
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Lithium and copper gains add to gold fever, giving investors another shot in the arm

Lithium stocks staged a handy recovery this week as capital injections boosted investor confidence but analysts are divided about whether it’s a false dawn or something more sustainable.

By Tim Treadgold. 

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FOMO drives up shares prices as investors position for rate cuts

A global FOMO boom (fear of missing out) drove almost everything higher this week as investors scrambled for assets ahead of the keenly-awaited and perhaps overdue fall in interest rates.

 

By Tim Treadgold.

 

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Gold glitters amid talk of more central bank buying and hopes for US rate cuts

The sniff of a lithium recovery late in the week washed away early losses though the overall picture of the Australian stock market remained one of good news being hard to find as the...

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Production cuts starting to drive lithium recovery, not so for nickel, but copper heating up

The nickel industry train wreck dominated news flow this week, with worse to come if/when BHP mothballs its WA nickel business, but in the background lithium stocks started what could be a significant recovery,...

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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...