30 Jun 2022 - While housing does not account for a huge amount of economic output, it is a boom-bust industry that has historically played an outsize role in downturns. The sector runs on credit and the highest mortgage rates since 2008 will start to bite across consumer spending as new home purchases are often followed by new furniture, new appliances and new electronics – its seems US consumers are about to be hit with the double whammy of...
29 Jun 2022 - With the energy sector forecast to post the strongest earnings growth of any of the main industry groups both in the US and globally, the emerging conflict is that nearly every global earnings recession has seen energy earnings growth in negative territory.
28 Jun 2022 - As a 'value' market with roughly 50% of market cap in value sectors like banks, miners and energy, Australia may continue to show some outperformance in relative terms, as earnings revisions deteriorate at an even faster pace in other markets.
27 Jun 2022 - Investors say the weakening economic data have sparked hopes that a slowdown could calm inflation, with hopes a a shift away from a very aggressive rates and inflation narrative to the idea of an economic slowdown.
24 Jun 2022 - Wall St jumps, gold slips, copper tumbles to a 16-month low while nymex crude is now off 14.6% from its recent peak on June 8. What to look out for on the ASX today.
22 Jun 2022 - US stocks rebounded as dip buyers emerged after the long weekend. Energy and miners led the rally on Wall St, Europe and ASX. What to look out for on the ASX today.
23 Jun 2022 - Global markets were almost in a sea of red as commodity prices weighed on the major indexes. What to look out for on the ASX today.
23 Jun 2022 - Global markets were almost in a sea of red as commodity prices weighed on the major indexes. What to look out for on the ASX today.
22 Jun 2022 - US stocks rebounded as dip buyers emerged after the long weekend. Energy and miners led the rally on Wall St, Europe and ASX. What to look out for on the ASX today.
21 Jun 2022 - Wall St is closed for the Juneteenth holiday. Europe rebounded as dip buyers emerged, helped by banks and energy. RBA meeting minutes due. Five companies to keep an eye out for today on the ASX.
