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Between the Bells
Morning Bell 10 September

Between the Bells

Play Episode Listen Later Sep 9, 2025 3:45


The three major averages on Wall St rose to record territory on Tuesday as investors looked past current concerns over the US economic stability and bought into market opportunities. The Dow Jones rose added 0.43%, the S&P500 climbed 0.27% and the tech-heavy Nasdaq ended the day up 0.37%. Revisions to payrolls data of late has been the key catalyst spooking investors with the latest revision by the labour department coming in at a reduction of 911,000 for the 12-months to March this year signalling weakness in the US labour stability. In Europe overnight, markets closed mostly higher with the STOXX600 rising 0.09%, while Germany's DAX fell 0.37%, the French CAC added 0.23% and, in the UK, the FTSE100 ended the day up 0.23%.Across the Asia region on Tuesday, markets closed mixed with Japan's Nikkei falling 0.42% while South Korea's Kospi index gained 1.26%, Hong Kong's Hang Seng rose 1.19% and China's CSI index fell 0.7%.The local market sell-off to start September has extended into the new trading week with the key index ending Tuesday's session down 0.52% as investor sentiment has been hit lately by further tariff, US economic and rate outlook uncertainty.Westpac consumer confidence data for September and NAB business confidence data for August were also both released yesterday with declines in both readings more than economists were expecting amid uncertainty on an economic level.Energy stocks continued their slide this week following OPEC+'s weekend decision to increase production of oil starting in October.Telix Pharmaceuticals (ASX:TLX) gained over 2% after reaching a deal with the US Food and Drug Administration to file a revised application for its brain cancer imaging agent, incorporating further clinical data. What to watch today:On the commodities front this morning oil is trading 0.71% higher at US$62.71/barrel, gold is up 0.12% at US$3640/ounce and iron ore is up 0.42% at US$104.93/tonne.The Aussie dollar has weakened against the greenback to buy 65.84 US cents, 97.06 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.05%. Trading Ideas:Bell Potter has increased the 12-month price target on Lynas Rare Earths (ASX:LYC) from $7.65 to $9.35 and maintain a sell rating on the leading rare earths producer following the company highlighting its ‘Towards 2030 strategy'. The analyst sees LYC is priced for perfection, with little room for error, highlighting FY25 had higher depreciation which drove a miss on results, however, does recognise that the current themes pushing LYC higher are likely to persist as tailwinds over the short term.And Trading Central has identified a bearish signal on Breville Group (ASX:BRG) following the formation of a pattern over a period of 33-days which is roughly the same amount of time the share price may fall from the close of $30.89 to the range of $25 - $26.25 according to standard principles of technical analysis.

Between the Bells
Morning Bell 8 September

Between the Bells

Play Episode Listen Later Sep 7, 2025 4:06


Wall Street closed lower on Friday as investor fears of a slowing economy rose after key U.S. non-farm payrolls data came in much weaker than expected. The Dow lost 0.5%, the Nasdaq declined 0.03% and the S&P 500 ended the day down 0.32%.For the month of August nonfarm payrolls increased by only 22,000 jobs, significantly lower than the 75,000 jobs economists were expecting to be added. U.S. unemployment rate also rose to 4.3% for the month, up from 4.2% signalling a weakening labour market.While a rate cut out of the Fed is almost certain now, investors are more concerned over the long-term impact of a slowing economy, and fears of a recession continue to rise.In Europe on Friday markets closed lower as investors in the region also assessed the weakening economic condition of the U.S. following a weaker than expected jobs reading out on Friday. The STOXX 600 fell 0.2%, Germany's DAX lost 0.73%, the French CAC declined 0.31%, and in the UK, the FTSE100 ended the day down 0.09%.Across the Asia region on Friday markets closed mostly higher after President Trump formalised lower tariffs on Japanese auto tariffs with a baseline tariff of 15% across all Japanese imports. Japan's Nikkei rose 1.03%, Hong Kong's Hang Seng gained 0.71% and South Korea's Kospi index added 0.13%.Locally on Friday the ASX200 posted a 0.51% rise on Friday as real estate and discretionary stocks rose 1.37% and 1.33% respectively.Gold stocks gained further ground on Friday amid the record price of the precious commodity as investors once again flocked to safe-haven assets in the wake of further global uncertainty.Qantas (ASX:QAN) shares rose 1.5% on Friday on news that chief executive Vanessa Hudson's bonus would be docked over the airline's recent cybersecurity breach, while Orica shares added over 1% after the company signalled positive momentum is driving higher underlying earnings across its business for H2 ending September 30. What to watch today:On the commodities front this morning oil is trading 2.38% lower at US$61.97/barrel, gold is up 1.3% at US$3592.50/ounce, and iron ore is down 0.04% at US$104.49/tonne.The Aussie dollar has strengthened against the greenback to buy 65.57 U.S. cents, 97.10 Japanese yen, 48.53 British pence, and 1 New Zealand dollar and 11 cents.Ahead of the first session of the new trading week the SPI futures are anticipating the market will open the day down 0.2%.Trading ideas:Bell Potter has increased the rating on Technology One (ASX:TNE) from a sell to a hold and have maintained the 12-month price target on the company at $35.75/share, amid changes in forecasting for the company with Bell Potter's analyst and the market anticipating a beat in November. At a stock specific level, we do not see much risk of any disappointment or negative catalyst and, as mentioned, we already expect the company to exceed its guidance when it reports in November.And Bell Potter has also reduced the rating on Curvebeam AI (ASX:CVB) from a spec buy to a hold and have a 15cps price target on the company following the release of the company's FY25 results including revenues and gross profit of $12.1m and $6.7m respectively. The reason for the downgrade to a hold comes from lack of guidance, Hi rise device sales continuing to be constrained by the Mako validation matter and the hybrid of capitalised earnings.

Between the Bells
Morning Bell 3 September

Between the Bells

Play Episode Listen Later Sep 2, 2025 4:05


Wall St closed lower on Tuesday to kick off the September trading month in the red as investors took profits from the summer bull rally and hold concerns over tariff uncertainty after a federal appeals court on Friday ruled that most of Trump's global tariffs are illegal. The Nasdaq lost 0.82%, the S&P500 dropped 0.7% and the Dow Jones ended the day down 0.55%.In Europe overnight, markets tumbled amid a rise in bond yields and the prospect of further tariff uncertainty out of the US. The STOXX 600 fell 1.5%, Germany's DAX fell 2.2%, the French CAC lost 0.7% and, in the UK, the FTSE100 ended the day down 0.9%.Across the Asia region on Tuesday, market sentiment was hit by tariff uncertainty leading to a mixed session in the region. Japan's Nikkei rose 0.3%, India's Nifty 50 gained 0.3%, South Korea's Kospi Index rose 0.94%, and Hong Kong's Hang Seng ended the day down 0.5%.The local market started the new trading month lower with a 0.3% decline on Tuesday as investors digested the August reporting season showing a weaker outcome than expected for FY25 and repositioned portfolios for the tailwinds expected in FY26. Australia's August reporting season delivered weaker-than-expected results, with only 20-30 % of companies beating earnings expectations compared with more than 80% in the US. Median earnings downgrades of 3.6% outpaced upgrades of 2% locally.With some heavyweight market stocks trading ex-dividend yesterday and Wall St closed on Monday, investor moves were buoyed yesterday by strength among the banks and a rally among key commodity prices yesterday however this wasn't enough to boost the ASX to a green finish.Gold rose 1.4% to $3,496.24 per ounce, and silver surpassed $40 for the first time since 2011, driven by expectations the US Federal Reserve will cut interest rates in September, according to ANZ.Collin's Food (ASX:CKF) soared over 7% yesterday after posting a 6.7% rise in total sales for the first 18-weeks of FY26 and the KFC Australia operator also reaffirmed guidance for FY26 targeting underlying NPAT of low-mid teens.What to watch today:On the commodities front this morning, oil is trading 1.33% higher at US$65.49/barrel, gold is up 1.5% at US$3528/ounce and iron ore is up 0.71% at US$102.53/tonne.The Aussie dollar has weakened against the greenback to buy 65.13 US cents, 96.70 Japanese Yen, 46.82 British Pence, and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down a sharp 0.42% tracking global market uncertainty overnight.Trading ideas:Bell Potter has maintained a buy rating on Harvey Norman (ASX:HVN) and have increased the 12-month price target on the homewares retailer from $6.00 to $8.30 following the release of FY25 results beating expectations and a strong start to FY26 especially from within the Australian business.And Trading Central has identified a bearish signal on Supply Network (ASX:SNL) following the formation of a pattern over a period of 268-days which is roughly the same amount of time the share price may fall from the close of $36.02 to the range of $27.50 to $29.00 according to standard principles of technical analysis.

Between the Bells
Morning Bell 1 September

Between the Bells

Play Episode Listen Later Aug 31, 2025 3:23


Wall Street closed lower on Friday but higher for August marking the 4th month of gains for the NYSE. On Friday, the S&P500 fell 0.64%, the Nasdaq lost 1.15%, and the Dow Jones ended the day down 0.2% as investors took money out of the market amid risks of inflationary pressures remaining persistent into the new month following the U.S. core PCE increasing 2.9% for July which was in-line with expectations but still showed acceleration of an inflation driver.In Europe on Friday stocks moved lower as investors await key inflation data out in the region. The STOXX 600 fell 0.6%, Germany's DAX also dropped 0.6%, the French CAC declined 0.8% and, in the UK, the FTSE100 ended the day down 0.3%.Across the Asia region on Friday markets closed mixed as investors assessed key economic data out of Japan including Japan's CPI rising at a slower pace in August. Japan's Nikkei fell 0.26% on Friday while Hong Kong's Hang Seng rose 0.45%, China's CSI index added 0.74%, and South Korea's Kospi index declined 0.32%.Locally on Friday the ASX200 closed 0.08% lower as a sell-off in REIT and financial stocks offset a more than 3% rise in tech stocks. For the month of August though, the local market posted a 2.6% rise as investors responded to strong outlook for FY26.Homewares retailer Harvey Norman (ASX:HVN) jumped over 10% on Friday after reporting profits rose 39% in FY25 which well exceeded market expectations while Austal (ASX:ASB) also soared over 14% amid a record order pipeline and shipbuilding agreement with the federal government.What to watch today:On the commodities front this morning oil is trading 0.91% lower at US$64.01/barrel, gold is up 0.91% at US$3448.50/ounce and iron ore is up 0.1% at US$101.81/tonne.The Aussie dollar has strengthened against the greenback to buy 65.48 US cents, 96.30 Japanese yen, 48.46 British pence and 1 New Zealand dollar and 11 cents.Ahead of the first trading session of the new month the SPI futures are anticipating the ASX will open the day down 0.3%.Trading Ideas:Bell Potter has increased the 12-month price target on Lovisa from $31 to $42 (ASX:LOV) and maintain a hold rating on the fashion jewellery retailer following the release of the company's FY25 results. Despite missing on NPAT, the new financial year has started very strong for Lovisa with global comparable sales up 5.6%.And Trading Central has identified a bullish signal on Ooh Media (ASX:OML) following the formation of a pattern over a period of 6-days which is roughly the same amount of time the share price may rise from the close of $1.68 to the range of $1.84 to $1.88 according to standard principles of technical analysis.

Between the Bells
Morning Bell 28 August

Between the Bells

Play Episode Listen Later Aug 27, 2025 4:42


Overnight, the S&P500 advanced at the same magnitude as it slipped the day before. Industrials led among large cap segments, gaining momentum while at the other end of the leaderboard, staples declined the most. All US equity benchmarks closed in the green, with the Dow Jones also gaining more than 140 points or 0.3% and the tech-heavy Nasdaq up 0.2%. US investors weighed the latest quarterly earnings results from Nvidia. In extended trading, Nvidia's share price fell almost 3%, despite its results beating expectations, which has seen the S&P futures move lower as the company makes up approximately 8% of the S&P500. And as we near the end of the month, the S&P 500 and the Nasdaq are each up more than 2%, while Dow is up more than 3% this month. European markets closed mixed overnight. The German DAX down 0.44% and the FTSE100 down 0.11%. While France's CAC was up 0.44% and the STOXX600 closed just 0.1% higher. Locally yesterday, the ASX200 advanced 0.28% with materials and healthcare stocks in the lead, while consumer staples and technology declined the most.  What to watch today: Following the rally on Wall Street overnight, the SPI futures are suggesting that our local market will open only slightly higher this morning, with a 0.03% gain. And while we're nearing the end of reporting season, a long list of companies are due to release their earnings results today. The most watched will likely be Qantas today (ASX:QAN) with the major airline set the release its results this morning and gold a press conference at 9am. Wesfarmers (ASX:WES) will also be reporting today, the conglomerate that owns Bunnings, Officeworks, Kmart and others. And other share prices to watch will be Eagers Automotive (ASX:APE), Lynas Rare Earths (ASX:LYC), Mineral Resources (ASX:MIN), Nickel Industries (ASX:NIC), and Paladin Energy (ASX:PDN) just to name a few. And companies going ex-dividend today include Beach Energy (ASX:BPT), Deterra Royalties (ASX:DRR), REA Group (ASX:REA) and Woodside Energy (ASX:WDS). Remember this often sees share prices fall as investors take their profits. In commodities, Crude oil has gained 0.78% to US$63.74 per barrel recovering from a more than 2% drop, after US government data pointed to stronger-than-expected inventory declines. Crude stockpiles fell by 2.39 million barrels to 418.3 million, more than markets had anticipated. So watch energy producers today. The price of gold is higher just 0.08% to US$3,396.35 an ounce, hovering at a two-week high amid concerns over the Fed's independence as President Trump signalled a legal fight after seeking to remove Governor Lisa Cook over alleged misconduct.And iron ore is in the green higher at US$101.59, so watch iron ore miners today. Trading ideas:Following the release of Woolworth's (ASX:WOW) results yesterday, Bell Potter maintain their Hold rating on the supermarket giant but have lowered their price target to $29.80, as the company reported NPAT outlook changes, down 2% in FY26 and down 8% in FY27. At the current share price of $28.51, this implies 4.5% share price growth in a year. And Bell Potter maintains their buy rating on WiseTech Global (ASX:WTC), although FY25 revenue came in below Bell Potter's expectations and missed their guidance range. They have lowered their price target by 6% to $127.50. At WTC's current share price of $102.02, this implies 25% share price growth in a year. 

Between the Bells
Morning Bell 25 August

Between the Bells

Play Episode Listen Later Aug 25, 2025 4:38


Wall Street closed higher on Friday after Fed chair Jerome Powell signalled the U.S. central bank could be easing monetary policy as soon as next month, during his speech at the Jackson hole symposium for 2025. The Dow Jones rose to a record high at the closing bell on Friday with a gain of 1.9% while the Nasdaq and S&P500 gained 1.88% and 1.52% respectively on Friday. During Powell's speech he said “the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance” which investors welcomed on Friday. In Europe on Friday, markets closed higher as investors digested the U.S. EU trade deal and hold higher hopes of a rate cut out of the U.S. in September. The STOXX 600 rose 0.5%, Germany's DAX gained 0.3%, the French CAC climbed 0.4% and, in the UK, the FTSE100 ended the day at another record high, up 0.13%.Across the Asia region on Friday markets closed mostly higher led by China's CSI index rallying over 2%, while Hong Kong's Hang Seng gained 0.32%, Japan's Nikkei closed flat as inflation in the region cooled to 3.1% in July, and South Korea's KOSPI index ended the day up 0.86%.Locally to end last week the ASX200 posted a 0.57% loss as healthcare and staples stocks weighed on the key index.On the reporting season calendar on Friday, it was a mixed session as investors reacted sharply to key results. Zip Co (ASX:Z1P) soared almost 20% after posting FY25 results whereby cash EBITDA soared 147% to $170.3m, operating margin rose to 15.8%, TTV increased 30.3% to $13.1bn and total income climbed 23.5% on FY24 to $1.081bn. Net bad debts also fell from 1.7% of TTV in FY24 to 1.5% of TTV in FY25 and active customers rose 4.6% to 6.3 million. Zip also excited the market announcing it is considering dual listing on the Nasdaq to support the company's significant US growth.Accent Group (ASX:AX1) on the other hand dived over 15% on Friday after the footwear and clothing retail parent company reported sales growth of just 1.5% in FY25 to $1.5bn and net profit tumbled amid widespread promotional activity required to reduce inventory levels.And Mexican fast food outlet Guzman y Gomez (ASX:GYG) tanked over 23% to a record low after FY25 results came in well below market expectations and investors grew increasingly concerned about the company's FY26 outlook. What to watch today:On the commodities front this morning oil is trading 0.4% higher at US$63.77/barrel, gold is up 0.95% at US$3371/ounce and iron ore is down 0.15% at US$101.42/tonne.The Aussie dollar has strengthened against the greenback to buy 64.95 U.S. cents, 95.38 Japanese yen, 48 British pence and 1 New Zealand dollar and 11 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up a sharp 0.94% Trading Ideas:Bell Potter has downgraded the rating on Monash IVF (ASX:MVF) from a buy to a hold and have reduced the 12-month price target on the company from $1.15 to 77cps following the release of the company's latest update including 2H25 revenue declining over 6% HoH and ARS down over 12%. Market stimulated cycles fell 0.7bp to 21% due to a reduction of cycles by over 5% which is significantly more than the only slight decline in industry growth.And Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 44-days which is roughly the same amount of time the share price may fall from the close of $$7.75 to the range of $5.80 to $6.30 according to standard principles of technical analysis.

Between the Bells
Morning Bell 26 August

Between the Bells

Play Episode Listen Later Aug 25, 2025 3:18


Major averages closed in the red on Wall Street overnight to start their trading week. The Dow Jones declined 0.77%, the S&P500 fell 0.43% and the Nasdaq down 0.22%. US investors awaiting Nvidia's earnings and the Federal Reserve's preferred inflation gauge in the coming days.European markets were mostly lower. The German DAX down 0.37%, France's CAC declined further down 1.56%, after the country's Prime Minister Francois Bayrou announced he will be seeking a confidence vote in parliament next month over the government's budget plans. The FTSE100 however closed in the green up just 0.13%, while the STOXX600 was lower, down 0.44%.Locally yesterday, the ASX200 edged slightly higher at the close, ending the session with a 0.06% gain, as materials and energy stocks lead the market higher.What to watch today:Following US equities overnight, the Australian market is set to open lower, with the SPI futures suggesting at 0.21% drop at the open this morning.In economic news, the latest RBA meeting minutes will be released today, providing further insight into when the RBA slashed its cash rate by 25bps to 3.6% at its August meeting, matching market expectations and bringing borrowing costs to their lowest since April 2023.And as we near the end of reporting season, we still have a number of companies reporting their earnings results. Keep watch of the share price movements of Coles (ASX:COL), Fortescue (ASX:FMG), G8 Education (ASX:G8E) and Helloworld Travel (ASX:HLO), just to name a few.In commodities:Crude oil has advanced again, up 1.7% to US$64.74 per barrel the highest in nearly three weeks, extending a four-day rally as traders weighed geopolitical risks and monetary policy signals.Gold is 0.2% lower at US$3,365.02 an ounce following a more than 1% gain in the previous session, as the US dollar attempted to recover after a dovish shift by Fed Chair Jerome Powell.And iron ore is in the green at US$101.60 per tonne, rebounding from last week's losses.Trading Ideas:Bell Potter maintains a Buy rating on Accent Group (ASX:AX1) and have lowered their price target to $1.80. At the current share price of $1.49, this implies 20.8% share price growth in a year.And Trading Central have identified a bearish signal in Westpac (ASX:WBC) indicating that the stock price may fall from the close of $38.29.

Between the Bells
Morning Bell 21 August

Between the Bells

Play Episode Listen Later Aug 20, 2025 3:17


US equity markets pulled back following the latest Federal Reserve FOMC minutes release. The minutes were as expected, with the Fed focused on inflation numbers rather than jobs data which is what the market and investors have been watching closely lately. While the Dow closed 0.4% higher, the S&P500 closed a 4-day loosing streak, down 0.24%. And a tech sell off saw the Nasdaq was down 0.67% in the red. We also saw a meaningful drop in bond yields overnight.  European markets were mixed overnight, the STOXX600 gained 0.23%, German DAX down  0.6%, France's CAC down just 0.08% while the FTSE100 advanced 1.08%.European defence stocks extended losses as the market regained optimism for an Ukraine ceasefire.Locally yesterday, the ASX200 gained 0.25% with consumer discretionary, real estate and financials in the lead. What to watch today:The Australian market is set for a positive start to the day. The SPI futures are suggesting a 0.26% rise at the open this morning.Supporting the market today will be a lift in energy prices as we saw in the US overnight. Looking at commodities: Crude oil advanced 1.84% to US$62.94 per barrel, after a weekly report from the Energy Information Administration showed a 6 million-barrel decline in US crude inventories, providing modest support to prices. The price of gold gained 1% to trade at US$3,350.27 an ounce,after the FOMC minutes supported expectations of a September rate cut in the US and a softer US dollar, which boosted global demand.Iron ore is slightly higher at US$101.52 per tonne, following reports that China will curb steel production.Locally, investors will be watching earnings from Whitehaven Coal (ASX:WHC), Bega Cheese (SSX:BGA), Brambles (ASX:BXB), and Goodman Group (ASX:GMG).AU$1.00 is buying US$0.64.Trading ideas:Bell Potter maintains a Buy rating on Regal Partners (ASX:RPL) and maintain a 12-month price target of $3.55. At the current share price of $3.01, this implies 17.9% share price growth in a year.And Trading Central have identified a bearish signal in NextGen Energy (ASX:NXG) indicating that the stock price may fall from the close of $10.08 to the range of $8.50 to $8.80 over 51 days, according to the standard principles of technical analysis.

Between the Bells
Morning Bell 19 August

Between the Bells

Play Episode Listen Later Aug 19, 2025 3:31


US equities closed flat as investors await the Federal Reserve's Jackson Hole summit, a three-day annual international conference attended by central bank leaders, as well as the release of retail earnings. The Dow Jones closed 0.08% lower, the S&P500 was flat, just 0.01% in the red and the Nasdaq closed 0.03% in the green. European markets were mixed amid discussions between Ukraine and the US. The STOXX60 gained 0.08%, the German DAX down 0.18%, France's CAC down 0.5% and the FTSE100 up 0.21%. Locally yesterday, the ASX200 advanced 0.23% with communication services and technology in the lead, while materials and energy declined the most. What to watch today:The SPI futures are suggesting at the Australian market will decline 0.26% at the open this morning, following a flat session on Wall Street overnight. BHP Group (ASX:BHP) released it's full year results this morning. The mining giant posted its smallest annual underlying profit in 5 years, as iron ore prices remained under pressure due to oversupply concerns and slowing China demand. They reported an underlying attributed profit of $10.16 billion for the year ending June 30, below expectations. Australian biopharmaceutical company CSL Limited (ASX:CSL) also released results this morning, reporting at 14% rise in annual earnings, driven by strong performance at its blood plasma business. The company also announced a $750 million buyback in fiscal year 2026. In economic data, Westpac's consumer confidence data and consumer inflation expectations will be released today. Looking at commodities, Crude oil has rebounded 0.9% to US$63.36 per barrel, following the inconclusive US-Russia summit in Alaska on Friday. Markets are watching the potential impact of the talks on global oil supply, including possible changes to sanctions or progress toward reconciliation.The price of gold has steadied, trading at US$3,331.93 an ounce. And iron ore is in the green at US$101.62. Trading Ideas:Bell Potter maintains a Speculative Buy rating on Comet Ridge (ASX:COI), an energy exploration and development company focused on coal and gas. Their valuation is $0.21 and at the current price of $0.14, this implies 56% share price growth in a year. And Trading Central have identified a bearish signal in Imdex (ASX:IMD) indicating that the stock price may fall from the close of $3.40 to the range of $2.75 to $2.85 over 20 days, according to the standard principles of technical analysis. 

Between the Bells
Morning Bell 13 August

Between the Bells

Play Episode Listen Later Aug 13, 2025 4:20


In the U.S. overnight the S&P and Nasdaq reset their respective record highs while the Dow Jones also closed higher as investors welcomed the latest CPI reading which came in tamer than expected. The S&P 500 rose 1.13%, the Nasdaq added 1.4% and the Dow Jones ended the day up 1.1%. The US CPI reading rose 2.7% on an annualised basis in July which fell short of economists' estimates of a 2.8% rise, while core CPI rose 3.1% which slightly beat expectations. The data indicates Trump's tariffs are having a lower impact than expected on inflation and supports the case for the Fed to consider a rate cut in the near future.In Europe overnight, markets closed mostly higher in the region after US inflation accelerated less than expected. The STOXX 600 rose 0.24% on Tuesday while the French CAC added 0.8% and the UK's FTSE100 climbed 0.22%, but Germany's DAX fell 0.13%.Across the Asia region on Tuesday, markets in the region closed mostly higher after a tariff truce was called between the US and China. Japan's Nikkei hit a record high, ending the day up 2.15%, while Hong Kong's Hang Seng added 0.25% and China's CSI index ended the day up 0.52%.The local market started the new trading week higher with a 0.41% rise on Tuesday, following the RBA's 0.25% or 25-bps rate cut yesterday and on the back of key catalysts in the earnings and materials spaces over the last few sessions.The RBA's rate cut was expected and the board said ‘with underlying inflation continuing to decline back towards the midpoint of the 2–3 per cent range and labour market conditions easing slightly, as expected, the Board judged that a further easing of monetary policy was appropriate' but there was no discussion of a larger rate cut as Australia's central bank takes a more conservative approach to the rate journey amid extensive macro factors influencing our inflation journey.On the reporting season calendar yesterday we saw shares in geolocation tracking services and hardware company Life360 (ASX:360) soar 9% after the company released Q2 and H1 results that topped expectations including a 36% jump in both revenue and annualised monthly revenue.While at the other end of the market Seven Group (ASX:SGH) tumbled 9% following the release of FY25 results including revenue up just 1% while low to mid-single-digit EBIT growth is expected as guided to by management which will fall below that of the 8% delivered in FY25.What to watch today:On the commodities front this morning oil is trading 1.19% lower at US$63.20/barrel, gold is up 0.2% at US$3348/ounce and iron ore is up 0.73% at US$101.96/tonne.The Aussie dollar has strengthened against the greenback to buy 65.31 US cents, 96.47 Japanese Yen, 48.20 British Pence and 1 New Zealand dollar and 10 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day up 0.16%.Trading Ideas:Bell Potter has decreased the 12-month price target on SGH (ASX:SGH) from $54 to $51 and maintain a hold rating on the diversified company following the release of the company's results as the analyst sees the company is facing short-term cyclical headwinds in construction markets, offsetting healthy operating conditions in mining markets.And Trading Central has identified a bearish signal on Auckland International Airport (ASX:AIA) following the formation of a pattern over a period of 7-days which is roughly the same amount of time the share price may fall from the close of $6.94 to the range of $6.59-$6.65 according to standard principles of technical analysis.

Between the Bells
Morning Bell 11 August

Between the Bells

Play Episode Listen Later Aug 10, 2025 3:44


Wall Street rallied on Friday following a strong week of earnings results indicating company and economic resilience in the wake of President Trump's tariffs. The Nasdaq closed at a record high, ending the day up 0.98% to 21,450 points, while the S&P 500 added 0.78% and the Dow Jones ended the day up 0.47%. For the week the major averages each posted notable gains with the S&P 500 rising 2.4%, the Dow Jones climbing 1.4% and the Nasdaq posted a strong 3.9%. Apple shares boosted markets on Friday with a 13% surge after announcing plans to spend US$600bn over 4-years to appease President Trump's push to manufacture in the U.S.In Europe on Friday markets closed higher on Friday on reports the U.S. and Russia plan to end Russia's war with Ukraine. The STOXX 600 rose 0.3%, Germany's DAX and the UK's FTSE100 each closed flat, and the French CAC ended the day up 0.4%.Across the Asia region on Friday, markets closed mostly lower with Hong Kong's Hang Seng falling 0.89%, while China's CSI index lost 0.24%, and South Korea's Kospi index fell 0.55%, while Japan's Nikkei ended the day up 1.85%.Locally on Friday the ASX 200 posted a 0.27% loss as a sharp selloff in financials and healthcare stocks weighed on the key index. For the week though the key index managed to post a 1.7% gain ahead of the expected rate cut announcement out of the RBA this week. Block  (ASX:XYZ) soared 7.5% on Friday after posting increased spending activity on After-pay which lifted profit and growth over Q2, while Nick Scali (ASX:NCK) shares also soared 8.6% after its ANZ business saw a 7.3% rise in H2 sales despite a depleted consumer spend environment.What to watch today:On the commodities front this morning, oil is trading 0.83% lower at US$63.35/barrel, gold is up 0.06% at US$3397/ounce and iron ore is up 0.01% at US$101.22/tonne.The Aussie dollar has slightly strengthened against the greenback to buy 65.25 US cents, 96.33 Japanese yen, 48.52 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the market will open the day up 0.06%.Trading ideas:Bell Potter has downgraded the rating on Monadelphous Group (ASX:MND) from a hold to a sell following the release of the company's FY25 result preview including the anticipation of weaker 2H profitability, and current overvaluation of the stock trading on a 23.8x FY26 PE. MND trades at a 55% premium to Industrial Services peers and is forecast to deliver the lowest FY26 earnings growth in the peer group.And Trading Central has identified a bearish signal on Kelly Partners Group (ASX:KPG) following the formation of a pattern over a period of 20-days which is roughly the same amount of time the share price may fall from the close of $10.34 to the range of $9.65 to $9.85 according to standard principles of technical analysis.

Between the Bells
Morning Bell 7 August

Between the Bells

Play Episode Listen Later Aug 7, 2025 2:46


In the US overnight, all three major benchmarks rallied after President Donald Trump announced a steep new tariff on imports of semiconductors and chips. That is, a 100% tariff on imported chips, with the exception for companies that are building in the US. The Dow Jones gained 0.18%, the S&P500 gained 0.73% and the Nasdaq rallied 1.21% at the close.In European, Swiss stocks declined after their President and economic minister met with US government officials, with the aim of lowering the 39% tariffs imposed by the US.While the STOXX600 closed 0.06% lower, the German DAX was just 0.33%, France's CAC up 0.24% and the FTSE100 up 0.24%.Locally yesterday, the Australian market gained 0.84%, with 10 of the 11 industry sectors in the green. The market was led by energy and materials stocks.For today's trading session, the SPI futures are suggesting a 0.31% drop at the open this morning, despite markets rallying overnight.What to watch today:Balance of trade data for June will be released at 12:30pm.And keep watch of the share price movements of companies reporting their earnings results today, including AMP Group (ASX:AMP), AVITA Medical (ASX:AVH), Bannerman Energy (ASX:BMN), Light and Wonder (ASX:LNW) and QBE Insurance Group (ASX:QBE).In commodities,Crude oil has dropped 1.32%, trading at US$64.30 per barrel, marking a fifth straight decline and hitting a fresh six-week low.Gold is slightly lower down 0.3% at US$3,371.13And iron ore is lower 0.43% at US$100.92 per tonne.Trading Ideas:Bell Potter maintains a Buy rating on Perpetual (ASX:PPT) and have increased their price target from $22.80 and $23.00. At the current share price of $21.16, this implies 8.7% share price growth in a year.And Trading Central have identified a bullish signal in Ramelius Resources (ASX:RMS), indicating that the stock price may rise form the close of $2.79 to the range of $3.45 to $3.65 over 46 days, according to the standard principles of technical analysis.

Between the Bells
Morning Bell 4 August

Between the Bells

Play Episode Listen Later Aug 3, 2025 3:19


Wall Street closed lower across the major averages on Friday as investors assessed signals of a weakening economy against Trump's modified tariffs imposed from August 1. The Dow Jones lost 1.23% on Friday, the S&P 500 fell 1.6% and the tech-heavy Nasdaq ended the day down 2.24%.The all-important July jobs report came in weaker-than-expected with an expansion of just 73,000 in nonfarm payrolls for the month, well short of the 100,000 economists were expecting signalling economic weakness at a time Trump's latest tariffs were imposed.In Europe on Friday markets closed lower after Trump's latest slew of tariffs came into effect despite the UK and EU having already negotiated trade deals. The STOXX 600 fell 2.7% on Friday while Germany's DAX lost 2.66%, the French CAC ended the day down 2.91%, and, in the UK, the FTSE100 closed Friday's session down 0.7%.Across the Asia region on Friday markets also closed lower after Trump modified his tariffs on the region. Japan's Nikkei lost 0.66%, Hong Kong's Hang Seng fell 1.07%, China's CSI index declined 0.51% and South Korea's Kospi index ended the day down a sharp 3.88%.Locally on Friday the ASX200 posted a 0.9% loss to end a solid trading week as investor sentiment was dented by Trump's latest tariff moves on copper and key trade partners, and investors reassessed positions to start the new month ahead of key earnings results updates and as the market hovers around all-time highs.Star Entertainment Group (ASX:SGR) tanked over 13% on Friday after the embattled casino operator's sale of its Queen's Wharf precinct to its Hong-Kong based JV partner collapsed.Sleep apnoea treatment leader ResMed (ASX:RMD) rallied over 1% on Friday after posting another quarter of strong results including double digit revenue growth and higher-than-expected margin expansion in the latest quarter.What to watch today:The Aussie dollar has strengthened against the greenback to buy 64.72 US cents, 95.29 Japanese yen, 48.70 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.4%.Trading ideas:Bell Potter has initiated coverage of Sigma Healthcare (ASX:SIG) with a sell rating and a 12-month price target of $2.00 as the analyst believes the company is a great business but is overpriced. 2H25 earnings are also expected to be weaker (relative to 1H25) as is the normal seasonal trend. We expect a convergence on consensus earnings for FY26 following FY25 reporting in August.And Trading Central has identified a bearish signal on Mader Group (ASX:MAD) following the formation of a pattern over a period of 29-days which is roughly the same amount of time the share price may fall from the close of $7.15 to the range of $5.70 to $6.00 according to standard principles of technical analysis.

Between the Bells
Morning Bell 31 July

Between the Bells

Play Episode Listen Later Jul 30, 2025 3:34


Yesterday, the S&P 500 snapped its six-day winning streak to close lower. Real Estate was the best-performing segment, up 1.7%, supported by lower bond yields with the 10-year Treasury yield down 9 basis points as the Job Openings and Labor Turnover Survey indicated a slowing US labour market.Federal Reserve chair Jerome Powell signalled that the Fed won't be cutting rates yet, as the central bank assesses the impact of the higher tariffs on inflation.US equities closed mixed overnight. The S&P500 gave up earlier gains to close 0.12% in the red. The Dow Jones also closed in the red, losing 170 points or 0.38%, while the Nasdaq gained 0.15%. This morning, S&P500 futures rose after quarterly updates from Microsoft and Meta beat expectations.European markets were mostly in the green. Germany's DAX up 0.19%, France's CAC up 0.06%. The FTSE100 was flat, just 0.01% in the green, while the STOXX600 closed just 0.02% in the red. What to watch today:The Australian market is set to open lower, with the SPI futures suggesting a 0.24% drop at the open this morning.Rio Tinto (ASX:RIO) shares will be on watch this morning as the mining giant just released its half year results. With weakness in iron ore, RIO reported a slight increase in consolidated sales revenue to US$26.87 billion, however also reported a 16% drop in underlying earnings to US$4.8 billion. This led to the miner cutting its interim dividend by 16% to US$1.48 per share. Its NYSE listed shares tumbled 4.5% overnight, so keep watch of RIO today.Looking at commodities price movements overnight, Crude oil has advanced 1.5%, current trading at US$70.27 per barrel, holding at a five-week high, supported by supply concerns after President Donald Trump pressured Russia with a shortened timeline to end the conflict in Ukraine. The price of gold has fallen 1.4% to US$3,278.74 an ounce, hitting one-month low, after the Federal Reserve kept interest rates steady at 4.25% - 4.5%. Iron ore is steady at US$99.07 per tonne.Trading ideas:Bell Potter maintain a Buy rating on Pilbara Minerals (ASX:PLS) with a $2.00 price target. The current share price is $1.73, implying 16% share price growth in a year.And Trading Central have identified a bearish signal in Appen (ASX:APX) indicating that the stock price may fall from the close of $0.95 to the range of $0.82 - $0.86, over 23 days, according to the standard principles of technical analysis.

Opening The Gates To More Listings
Episode 211: Simon Leadbetter

Opening The Gates To More Listings

Play Episode Listen Later Jul 28, 2025 70:20


Today's returning guest for a now unprecedented seventh appearance is the founder of We Are Unchained, a strategic marketing consultancy that helps businesses grow faster by enhancing their market insight, strategy, activity, and talent.Over his 8 years experience in the estate agency industry, he has worked with Countrywide, Fine & Country, Keller Williams, and Knight Frank.He's also a mentor at Agents Together, Propertymark Trust Ambassador and Fractional CMO for Lemon and Lime Interiors.With over 30 years of marketing experience across multiple sectors, from startups to FTSE100, he has turned failing marketing teams around, and educated hundreds of people on the science and art of marketing.His mission is to make quality strategic marketing and practical advice accessible to every business, whether they need a virtual CMO, a one-to-one mentor, or a marketing trainer.In this episode, we discuss the results of part three of the Voice of The Agent 2025, covering topics such as economics, politics, housing, and regulation. If you've not already read part three of the report, please do contact me for a copy of it and I will happily share it with you.

Between the Bells
Morning Bell 28 July

Between the Bells

Play Episode Listen Later Jul 27, 2025 4:01


Wall Street closed higher with the S&P500 posting its 5th straight record close as investors digested a strong start to earnings season in the US and trade developments in the form of a landmark trade agreement with Japan. The S&P500 rose 0.4% on Friday to post its 14th record close of the year, the Nasdaq added 0.24% and the Dow Jones ended the day up 0.47%. Both Alphabet and Verizon rallied last week on the back of better-than-expected earnings results with rallies of 4% and 5% respectively over the last trading week.In Europe on Friday markets closed mostly lower following Trump's remarks saying there is a '50-50' chance of a deal being done with the EU before his self-imposed August 1 deadline. The STOXX 600 fell 0.2%, Germany's DAX lost 0.3%, the French CAC added 0.2% and, in the UK, the FTSE100 ended the day down 0.2%.Across the APAC region on Friday markets closed mostly lower as investors assessed recent trade developments. Japan's Nikkei lost 0.88%, Hong Kong's Hang Seng fell 1.09%, India's Nifty 50 declined 0.9% and South Korea's Kospi Index bucked the trend to close 0.18% higher.Locally on Friday the ASX200 posted a 0.5% loss on Friday as a sharp sell-off in materials, financials and healthcare stocks offset strength among energy and tech stocks. For the week, Australia's key index lost 1.03%.The banks extended their sell-off on Friday as investors continued profit taking from the sector that ran the hottest over the last financial year. CBA (ASX:CBA) fell over 5% over the last trading week while NAB (ASX:NAB)declined over 4%, Westpac (ASX:WBC) fell over 3% and ANZ (ASX:ANZ) lost 1%.Regal Partners (ASX:RPL) shares jumped over 9% on Friday after the specialist alternative investment manager reported a 7% rise in funds under management for the June quarter with net inflows at around $600m for the quarter. What to watch today:On the commodities front this morning oil is trading 1.45% lower at US$65.07/barrel, gold is down 0.93% at US$3336.98/ounce and iron ore is down 0.03% at US$98.55/tonne.The Aussie dollar has weakened against the greenback to buy 65.75 US cents, 97.09 Japanese Yen, 48.79 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down just 0.06%. Trading Ideas:Bell Potter has downgraded the rating on Whitehaven Coal (ASX:WHC) from a buy to a hold and have reduced the 12-month price target on the coal miner from $7.10 to $6.90 following the release of Q4 results out of the company. FY25 guidance was met, Group production and sales met the upper half of the guidance range and unaudited unit costs, and capex were below guidance. The company increased debt though following the first payment for the BMA acquisition and Narrabri undertook an 8-week longwall maintenance period during FY25 which is expected to be overcome in FY26. The move to a hold rating is due to recent share price appreciation.And Trading Central has identified a bearish signal on Gentrack (ASX:GTK) following the formation of a pattern over a period of 67-days which is roughly the same amount of time the share price may fall from the close of $9.72 to the range of $7.90 to $8.30 according to standard principles of technical analysis.

Between the Bells
Morning Bell 23 July

Between the Bells

Play Episode Listen Later Jul 23, 2025 3:52


Wall Street closed mostly higher on Tuesday with the S&P500 resetting its record high as the major average rose 0.06%, while the Dow Jones climbed 0.4%, and the Nasdaq fell 0.39%. Investors continued shifting focus from trade war developments to robust earnings results.In Europe overnight markets closed lower for a third day as investors digested earnings results from some of the largest companies in the region. The STOXX 600 fell 0.5%, Germany's DAX lost 1.2%, the French CAC declined 0.7% and, in the UK, the FTSE100 ended the day flat.Across the Asia region on Tuesday, markets closed mixed again with Japan's Nikkei falling 0.11%, while China's CSI index added 0.82%, Hong Kong's Hang Seng gained 0.54% and South Korea's Kospi index ended the day down 1.27%. Shares in SoftBank group surged 6% after reports emerged that the Japanese investment firm is set to build a small data centre by the end of the year.Locally on Tuesday, the ASX 200 started the day with a strong rally before easing in afternoon trade to end the session up just 0.1% after the latest RBA meeting minutes were released outlining the cautious approach to rate cuts taken by the RBA as they want to see the quarterly inflation reading before making any moves, especially amid the volatility of tariffs.Ramelius Resources (ASX:RMS) soared almost 8% on Tuesday in its biggest one-day rise in 15-weeks on the rallying gold spot price and after the Supreme Court of WA approved the company's $2.4bn acquisition of Spartan Resources.Investors continued selling out of the big banks again yesterday amid stretched valuations. CBA (ASX:CBA) fell 3.1%, while NAB (ASX:NAB), Westpac (ASX:WBC) and ANZ (ASX:ANZ) lost 2.7%, 1.3% and 0.8% respectively. Most traded securities:The most traded investments by Bell Direct clients yesterday were led by BHP (ASX:BHP)Vanguard Australian Shares Index ETF (ASX:VAS)CSL (ASX:CSL)What to watch today:On the commodities front this morning, oil is trading 0.78% lower at US$65.44/barrel, gold is up 0.87% at US$3425/ounce, and iron ore is up 0.64% at US$97.84/tonne.The Aussie dollar has strengthened against the greenback to buy 65.57 U.S. cents, 96.13 Japanese yen, 48.29 British pence and 1 New Zealand dollar and 9 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.45% tracking wall street's majority rally overnight.Trading ideas:Bell Potter has increased the 12-month price target on Frontier Digital Ventures (ASX:FDV) to $0.63 from $0.54 and maintain a speculative buy rating on the online marketplace focused investment company. The analyst sees there are multiple potential catalysts for a potential share price re-rating including improving macro backdrop for emerging market investment, positive growth forecasts for FDV, and potential portfolio monetisation/price discovery events to unlock shareholder value.And Trading Central has identified a bullish signal on Perseus Mining (ASX:PRU) following the formation of a pattern over the period of 6-days which is roughly the same amount of time the share price may rise from the close of $3.67 to the range of $3.89 to $3.95 according to standard principles of technical analysis.

Between the Bells
Morning Bell 24 July

Between the Bells

Play Episode Listen Later Jul 23, 2025 3:22


To start, we wanted to let you know that for a limited time only, you can earn 4.75% p.a. on new ‘ready to invest' Bell Direct accounts. Visit the Bell Direct website to find out more. Well, as investors await the impending tariff deadline, the US has finalised an agreement with Japan, including reciprocal tariffs of 15%  on the nations exports to the US. All three US benchmarks rallied, with the Dow Jones jumping 500 points or 1.14%, the S&P500 up 0.78% and the Nasdaq up 0.61%. US - EU trade deal investor optimism also saw US equities advance. The German DAX up 0.83%, France's CAC up 1.37%, the FTSE100 up 0.42% and the STOXX600 up 1.08%. Our local market also advanced yesterday with 10 of the 11 industry sectors closing in the green. Materials, energy and financials were in the lead, bringing the ASX200 0.69% higher at the close.What to watch today:Following global markets rallying overnight, the Aussie market is set to rise 0.26% at the open this morning, according to the SPI futures.In commodities,Crude oil is up 0.2% trading at US$65.43 per barrel, marking the fourth straight day of losses. The safe haven gold price saw a 1.3% decline overnight, now sitting at US$3,386.86 an ounce, pulling back slightly from a five-week high, pressured by a wave of trade deals that dampened the metal's safe-haven appeal.And iron ore is trading 0.3% higher at US$98.11 per barrel.In economic news, this morning we'll receive the S&P Global Manufacturing and Services flash PMI, a forward looking estimate of the final producers managers index out next week.Trading ideas:Bell Potter maintain a Buy rating on Paladin Energy (ASX:PDN) and have downgraded their 12- month price target from $9.20 to $8.70 as FY26 production guidance lower than what was modelled for by Bell Potter, based off a ramp to follow processing capacity in mid FY26 and as higher costs see an EBITA decline. At the current share price of $7.25, the target price implies 20% share price growth in a year.Trading Central have identified a bullish signal in NRW Holdings (ASX:NHW) indicating that the stock price may rise from the close of $3.22 to the range of $4.05 - $4.20 over 49 days, according to the standard principles of technical analysis.

Between the Bells
Morning Bell 22 July

Between the Bells

Play Episode Listen Later Jul 21, 2025 4:10


Wall Street closed with records across 2 of the 3 major averages on Monday as optimism around earnings overshadowed investor fears of the latest tariff developments. The S&P500 rose 0.14% to close over 6300 for the first time, the Nasdaq added 0.38% to also post a record close and the Dow jones ended the day down just 0.04%. This second quarter earnings season has started very strong in the U.S. with Verizon shares popping 4% yesterday following a Q2 earnings beat while Alphabet added over 2% ahead of its earnings out after the closing bell on Wednesday.In Europe overnight, markets closed mixed to start the new trading week amid tariff uncertainty. The STOXX 600 fell 0.1%, Germany's DAX closed flat, the French CAC fell 0.3% and, in the UK, the FTSE100 ended the day up 0.2%. Ryan Air shares rose 6% on Monday after the airline posted a 128% rise in Q1 profit which topped market expectations.Across the Asia region on Monday, markets closed mixed as China held its key 1 and 5 year loan prime rates steady despite the struggling economic recovery in the region. China's CSI index rose 0.67%, Hong Kong's Hang Seng gained 0.57%, Japan's Nikkei fell 0.21% and South Korea's Kospi index ended the day up 0.71%. Locally to start the new trading week, investors were in profit taking mode after the key index reset its record high to end the last trading week, leading to a 1.02% decline at the closing bell on Monday. Stocks that have run hot over the last 12-months like the big banks and some gold stocks came under pressure yesterday. Energy and Materials stocks were the only sectors to finish the day in the green while financials stocks took the biggest hit to start the new week 2.26% lower.Block Inc (ASX:XYZ) soared over 11% yesterday on news the company is entering the S&P500 from this Wednesday after Chevron acquired Hess Corp which left room for Block to enter the major US index. AMP (ASX:AMP) also jumped 9.3% after the company released a strong Q2 update including superannuation positive net inflows for the first time since 2017.Most traded securities:The most traded investments by Bell Direct clients to start the new week were led by:DroneShield (ASX:DRO) BHP (ASX:BHP)Mesoblast (ASX:MSB)What to watch today:On the commodities front this morning oil is trading 0.56% lower at US$66.97/barrel, gold is up 1.4% at US$3397/ounce and iron ore is up 0.04% at US$97.22/tonne.The Aussie dollar has strengthened against the greenback overnight to buy 65.24 U.S. cents, 96.17 Japanese yen, 48.54 British pence and 1 New Zealand dollar and 9 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.13% tracking the record closes on Wall Street overnight. Trading ideas:Bell Potter has downgraded the rating on Perenti (ASX:PRN) from a buy to a hold and have maintained the 12-month price target on the materials company at $1.80 following the company's issue of an updated noting that FY25 free cash flow is likely to be $280m vs the previous guidance of greater than $150m. The downgrade to a hold is on the back of recent share price appreciation.And Trading Central has identified a bullish signal on Whitehaven Coal (ASX:WHC) following the formation of a pattern over a period of 156 days which is roughly the same amount of time the share price may rise from the close of $6.42 to the range of $8.20 to $8.60 according to standard principles of technical analysis.

Between the Bells
Morning Bell 21 July

Between the Bells

Play Episode Listen Later Jul 20, 2025 3:50


Wall Street closed mixed on Friday following reports President Trump pushed for greater tariffs on the European region. The Dow jones fell 0.32% on Friday, the S&P500 lost just 0.01% and the tech-heavy Nasdaq ended the day up 0.05%. Reports suggest Trump is demanding a minimum tariff between 15-20% from the EU ahead of the August 1 tariff implementation date. Consumer sentiment in the U.S. also out on Friday though suggests confidence levels are up 1.8% in the latest reading, indicating tariff-induced inflation fears are easing. We have started receiving first half earnings results in the U.S. and Netflix shares fell 5% on Friday after the streaming giant reported its operating margin will be lower in the second half of this FY.Across the European region on Friday, markets closed mixed as investors digested the latest tariff threats on the region. Germany's DAX fell 0.33%, the French CAC rose 0.01% and, in the UK, the FTSE100 ended the day up 0.22%.The Asia region also ended Friday's session mixed with China's CSI index rising 0.6%, while Hong Kong's Hang Seng gained 1.33%, South Korea's Kospi index lost 0.13%, and Japan's Nikkei ended the day down 0.21%.The ASX200 posted a 2.1% gain for the week in its best week since May and ended the week with a fresh record high driven by market heavyweights like CSL (ASX:CSL) and BHP (ASX:BHP) jumping over 3% each. Mesoblast (ASX:MSB) rocketed over 34% on Friday after reporting strong early sales of Ryoncil in the first few months of its availability on market.Virgin Australia (ASX:VGN) also gained almost 2% after UBS initiated coverage of the airline with a buy rating.Most traded securities:The most traded investments by our clients on Friday were led by Wesfarmers (ASX:WES)BHP (ASX:BHP)ANZ (ASX:ANZ) What to watch today:On the commodities front this morning oil is trading 0.36% lower at US$67.30/barrel, gold is up 0.32% at US$3349/ounce and iron ore is up 0.04% at US$97.22/tonne.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 96.43 Japanese yen, 48.52 British pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.56%.Trading ideas:Bell Potter has raised the 12-month price target on Mesoblast (ASX:MSB) from $3.40 to $3.50 and maintain a speculative buy rating on the pharmaceutical company following the release of the company's latest cashflow update including US$13.2m in gross sales from Ryoncil for the period of 28 March to 30 June 2025. The major catalysts include revenue expansion from Ryoncil and the unrecognised value of a likely Accelerated Approval for Revascor in late-stage heart failure in CY26.And Trading Central has identified a bullish signal on CSL (ASX:CSL) following the formation of a pattern over a period of 53-days which is roughly the same amount of time the share price may rise from the close of $257.38 to the range of $268 to $272 according to standard principles of technical analysis.

Between the Bells
Morning Bell 17 July

Between the Bells

Play Episode Listen Later Jul 16, 2025 3:00


US equities were higher on Wall Street overnight of the back of news headlines that President Donald Trump has denies firing Jerome Powell as Federal Reserve chairman, which initially sent the S&P500 index lower. The three major benchmarks rallied at the close. The Dow Jones added 200 points or 0.53%, the S&P500 gained 0.32% while the tech heavy Nasdaq added 0.25%.European markets were all in the red. The German DAX down 0.2%, France's CAC down 0.57%, the FTSE100 down 0.13% and the STAXX600 down 0.57%.Locally yesterday on the ASX200, information technology and energy sectors were the only two to close in the green. Tech posted most of the market gains, closing 0.85% higher, while the ASX200 was down 0.79% at the close.What to watch today: Our local market is set to rebound today. The SPI futures are suggesting a 0.62% rise at the open this morning.In commodities,Crude oil is 0.2% in the green, trading at US$66.66 per barrel at the time of recoding, following three straight days of losses, amid the concerns over the impact of the US trade tariffs on global economic growth and fuel demand.The price of gold is up 0.75% to US$3,349.73 an ounce, following a two-day decline, as investors assessed a pick-up in US inflation and ongoing trade developments.And iron ore is up 0.58% to US$97.06 per tonne.Trading ideas:Bell Potter maintain a Speculative Buy rating on NexGen Energy (ASX:NXG), a Canadian focused Uranium explorer and developer. Bell Potter have reduced their valuation to $13.55 from $16.90. They expect NXG will trade in-line with the uranium spot price, given the leverage to volume linked (spot priced) contracts. The current share price is $10.24, therefore implying 32% share price growth in a year.And Trading Central have identified a bearish signal in Commonwealth Bank (ASX:CBA) indicating that the stock price may fall from the close of $177.57 to the range of $162 to $165 over 8 days, according to the standard principles of technical analysis.

Between the Bells
Morning Bell 15 July

Between the Bells

Play Episode Listen Later Jul 15, 2025 4:44


Wall Street closed higher to start the new trading week in the green despite President Trump's latest tariff threats over the weekend. The S&P500 rose 0.14%, the Nasdaq added 0.27% and the Dow Jones ended the day up 0.2%. Investors will gauge the first hit of tariffs on the region's inflation this week when the latest U.S. inflation reading is out.In Europe overnight markets closed mostly lower despite the UK finishing at a record high. The STOXX 600 fell just 0.06%, Germany's DAX lost 0.39%, the French CAC fell 0.27%, and, in the UK, the FTSE100 ended the day up 0.64% to a fresh record high.Across the Asia region on Monday, markets closed mixed as bitcoin hit a fresh record high while cautious investors assessed the latest Trump tariff threats. Hong Kong's Hang Seng added 0.26%, China's CSI index ended flat, Japan's Nikkei lost 0.2% and South Korea's Kospi index ended the day up by 0.83%.The latest slew of China's economic data is out this week and yesterday we had the first glimpse with coal imports falling to the lowest level in more than 2-years in June amid weak demand and higher domestic production. China's steel exports on the other hand leapt to a record in Q2 reaching 30.7 million tonnes, up 11% from last year. The surge defied expectations, driven by strong demand and despite trade restrictions across Asia and Europe. The first-half total also rose by 9%. China's trade balance for June showed exports jumped 5.8% which topped expectations and showed a 1% increase MoM while imports rose 1.1%, below expectations but above the -3.4% reported a month prior, leading to the trade surplus rising to $114bn which also topped expectations.Another round of tariffs, another spike in investor uncertainty sparking a flee to safe-haven investments across the broad market yesterday. The ASX200 posted a 0.11% loss to start the new trading week lower after see-sawing all-day. Energy and materials stocks closed with gains over 0.5% while industrials and discretionary stocks were the hardest hit to start the new trading week.Gold miners were all the rage for investors to start the new week amid heightened volatility brought on by renewed tariff uncertainty. Northern Star Resources (ASX:NST) rose 1.72%, Evolution Mining (ASX:EVN) added 1.88% and Ramelius Resources (ASX:RMS) ended the day up 3.4%.Counter drone technology company DroneShield (ASX:DRO) soared another 15% yesterday after the company reported the expansion of its R&D capabilities including a $13m initial investment to lease and fit out a brand new 3000 sqm production facility in Alexandria. Most traded securities:The most traded investments by Bell Direct clients to start the new week were led by BHP (ASX:BHP)DroneShield (ASX:DR)Andean Silver (ASX:ASL)Betashares Global Defence ETF (ASX:ARMR) What to watch today:On the commodities front this morning oil is trading 2.28% lower at US$66.89/barrel, gold is down 0.4% at US$3343/ounce and iron ore is up 0.05% at US$96.76/tonne.The Aussie dollar has weakened against the greenback to buy 65.47 U.S. cents, 96.75 Japanese yen, 48.55 British pence and 1 New Zealand dollar and 10 cents.Ahead of Tuesday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.64%.Trading ideas:Bell Potter has increased the 12-month price target on Paladin Energy (ASX:PDN) from $6.50 to $9.20 and maintain a buy rating on the uranium producer ahead of some catalysts coming up including the outlook for a re-rate on the company over the coming quarters with predicted fresh ore processing outperforming the stockpile issues which plagued FY25.Trading Central has identified a bearish signal on PWR Holdings (ASX:PWH) following the formation of a pattern over a period of 15-days which is roughly t

Between the Bells
Morning Bell 16 July

Between the Bells

Play Episode Listen Later Jul 15, 2025 2:38


Wall St closed mixed amid concerns over inflation after the latest data out for June overnight revealed US inflation increased from May with CPI rising 0.3% MoM to an annual rate of 2.7% while core inflation rose 0.2% MoM or 2.9% on an annual basis. The Dow Jones fell 0.98%, the Nasdaq gained 0.18% and the S&P500 ended the day down 0.4%.In Europe overnight markets closed lower for a third straight session amid caution over a trade deal yet to be done with the US ahead of the tariff introduction date on August 1. The STOXX 600 fell 0.37%, Germany's DAX lost 0.42%, the French CAC fell 0.54% and, over in the UK, the FTSE100 ended the day down 0.66%.Locally to start the new trading week the ASX200 closed lower on Monday before a strong rebound on Tuesday where the key index gained 0.7% to reset its record high at the closing bell. A broad tech rally was the key driver of the market's surge yesterday while investors also shrugged off the latest US Trump tariff threats.Westpac consumer confidence data for July came out yesterday showing consumer confidence jumped 0.6% in July to 93.1 points despite the RBA rate hold as investors still expect a number of rate cuts this year.What to watch today:Ahead of Wednesday's trading session the SPI futures are anticipating the ASX will open the day down 0.73%.On the commodities front this morning, oil is trading 0.54% lower at 66 US dollars and 16 cents a barrel, gold is down 0.35% at 3331 US dollars an ounce and iron ore is up 0.05% at 96.76 US dollars a tonne.Trading Ideas:Bell Potter has downgraded Technology One (ASX:TNE) from a hold to a sell and have slightly raised the 12-month price target on the company to $35.75 following recent share price appreciation. The sell rating is not due to a negative catalyst, but the market already expecting the company to beat expectations, so we don't see a positive catalyst as there is not much upside risk to our and the market's FY25 forecast.Trading Central has identified a bullish signal on SRG Global (ASX:SRG) following the formation of a pattern over a period of 14-days which is roughly the same amount of time the share price may rise from the close of $1.69 to the range of $1.87 to $1.91 according to standard principles of technical analysis.

Between the Bells
Morning Bell 14 July

Between the Bells

Play Episode Listen Later Jul 13, 2025 4:02


Wall Street closed lower on Friday after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The S&P500 retreated 0.33% a day after posting a fresh record high, the Nasdaq lost 0.22% and the Dow Jones ended the day down 0.63%.In Europe on Friday, markets closed lower as investors awaited the highly anticipated tariff letter to arrive from President Trump outlining the damage of tariffs set to come. The STOXX 600 lost 1.1%, Germany's DAX and the French CAC each lost 0.9% and, in the UK, the FTSE100 ended the day down 0.4%.Across the Asia region on Friday, it was a mixed session after President Trump announced a blanket 15% or 20% tariff on most trade partners. Hong Kong's Hang Seng rose 0.75%, China's CSI index rose 0.12%, Japan's Nikkei slipped 0.19% and South Korea's Kospi index ended the day down 0.23%.Locally to end the last trading week, the ASX200 posted a 0.11% loss as every sector aside from materials stocks ended the day in the red. For the week, the ASX200 posted a 0.27% loss as strong declines among REIT and tech stocks offset strength among utilities and materials stocks.Rare earths producers locally surged on Friday after the US Department of Defence agreed to take a 15% stake in MP Materials, a US-based rare earths producer. Lynas Rare Earths (ASX:LYC) rose over 16% on Friday while Arafura Rare Earths (ASX:ARU) added 5.56%.Johns Lyng Group (ASX:JLG) soared over 21% on Friday after announcing it has agreed to a $1bn takeover offer from Pacific Equity Partners, an Australian-based private markets fund manager.Most traded securities:The most traded stocks by Bell Direct clients on Friday were led byCSL (ASX:CSL)Neuren Pharmaceuticals (ASX:NEU)NAB (ASX:NAB)And the most traded ETFs were led byVanguard Australian Shares Index ETF (ASX:VAS)Betashares Nasdaq 100 ETF (ASX:NDQ)Vanguard Msci Index International Shares ETF (ASX:VGS)What to wach today:On the commodities front this morning oil is trading 3.27% higher at US$68.75/barrel, gold is up 0.92% at US$3354.76/ounce and iron ore is down 0.05% at US$96.71/tonne.The Aussie dollar has weakened against the greenback to buy 65.64 U.S. cents, 96.60 Japanese yen, 45.91* British pence and 1 New Zealand dollar and 9 cents.Ahead of the first trading session of the new week, the SPI futures are anticipating the ASX will open the day down 0.15% tracking the global market turbulence overnight.Trading ideas:Bell Potter has initiated coverage of Kinatico (ASX:KYP) with a buy rating and a 12-month price target of 30cps. The company is a leading provider of ‘know your people' solutions to organisations across Australia and NZ with a legacy business – CVCheck – which provides employment screening to over 10,000 repeat corporate customers. Bell Potter's analyst sees the buy rating is supported by upcoming catalysts including FY25 results, positive outlook statements and the successful launch of ComplianceX this quarter with strong initial take-up of the solution.And Trading Central has identified a bearish signal on Tasmea (ASX:TEA) following the formation of a pattern over a period of 22-days which is roughly the amount of time the share price may fall from the close of $3.37 to the range of $2.65 to $2.80 according to standard principles of technical analysis.

Cierre de mercados
Cierre de Mercados: 10/07/2025

Cierre de mercados

Play Episode Listen Later Jul 10, 2025 53:57


Un día más, los inversores pendientes de la política comercial de Donald Trump. Tras el castigo a Brasil con aranceles del 50% y al cobre, con otro 50%, la expectación es máxima en saber qué pasará con la UE. La presidenta de la Comisión Europea, Ursula von der Leyen, insiste en que están trabajando sin descanso para encontrar un acuerdo con EEUU para mantener los aranceles lo más bajos posible. Desde Bankinter avisan de que el anuncio puede realizarse en cualquier momento y probablemente no será tan bueno como el acuerdo con Reino Unido. En Europa, el FTSE100 de Londres alcanza nuevos máximos impulsado por el buen tono de las mineras.. AngloAmerican suma más de un 5%, seguida de Glencore y RioTinto. El Ibex 35 se queda esta vez rezagado. Los futuros de Wall Street apuntan leves caídas. Análsis con Francisco Ibañez, analista de renta variable de Tressis.

Between the Bells
Morning Bell 10 July

Between the Bells

Play Episode Listen Later Jul 9, 2025 3:33


Wall Street recovered to close higher on Wednesday as investors shrugged off the latest tariff noise to buy into tech and other growth market areas again. The Nasdaq rose 0.94% boosted by Nvidia shares climbing 1.8%, the S&P500 added 0.61%, and the Dow Jones ended the day up 0.5%. On Wednesday, Trump sent a further 6 letters to countries outlining new tariffs on imports of goods bound for the U.S.In Europe overnight, markets closed at a four-week high boosted by the banks as investors await progress on trade talks between the U.S. and the EU. The STOXX600 rose 0.78%, Germany's DAX added 1.42%, the French CAC climbed 1.44%, and, in the UK, the FTSE100 ended the day up 0.15%.Across the Asia markets on Wednesday, it was a mixed session after President Trump ruled out any extension to the tariff deadline of August 1. Japan's Nikkei added 0.33%, Hong Kong's Hang Seng fell 1.06%, China's CSI index lost 0.18% and South Korea's Kospi index ended the day flat.The Australian share market dropped 0.61% on Wednesday following US President Donald Trump's escalation of his protectionist trade war, as he reiterated threats to impose higher tariffs on copper imports.Lifestyle Communities (ASX:LIC) saw a dramatic drop of over 40% following a landmark tribunal ruling that deemed its profitable deferred management fees, or exit fees, imposed on residents to be invalid under state tenancy laws.Telix Pharmaceuticals (ASX:TLX) surged 6% following the announcement that its prostate cancer imaging product, Gozellix, has been assigned a permanent code by the US Centres for Medicare & Medicaid Services, effective October 1.Most traded securities:Most traded stocks and ETFs of the day yesterday by our clients were led byBHP (ASX:BHP)Ampol (ASX:ALD)Global X Physical Gold ETF (ASX:GOLD)What to watch today:On the commodities front this morning oil is trading 0.21% higher at US$68.32/barrel, gold is up 0.36% at US$3313.36/ounce and iron ore is up 0.35% at US$95.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.34 U.S. cents, 95.61 Japanese yen, 48.05 British pence and 1 New Zealand dollar and 9 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.5%.Trading ideas:Bell Potter has decreased the 12-month price target on Lifestyle Communities (ASX:LIC) from $8.55 to $5.00 and maintain a hold rating on the company following the receipt of judgement from ongoing VCAT proceedings relating chiefly to its use of a deferred managed fee structure.And Trading Central has identified a bullish signal on Data3 (ASX:DTL) following the formation of a pattern over a period of 182 days which is roughly the same amount of time the share price may rise from the close of $7.79 to the range of $9.80 to $10.20 according to standard principles of technical analysis.

Between the Bells
Morning Bell July 8

Between the Bells

Play Episode Listen Later Jul 7, 2025 4:19


Wall St closed lower to start the new week as President Trump reportedly posted letters to countries indicating new tariff terms and amounts that will come into play once the July 9 waiver deadline ends. The Dow Jones fell 0.94% on Monday, the S&P 500 lost 0.79% and the tech-heavy Nasdaq ended the day down 0.92%.Imports from at least 7 countries will face hefty tariffs from August 1 according to Trump's latest posts on his social platform, Truth social.In Europe overnight, markets mostly rose before Trump's latest tariff updates were revealed. The STOXX 600 rose 0.4%, Germany's DAX added 1.1%, the French CAC climbed 0.4%, and, in the UK, the FTSE100 ended the day down just 0.2%.Across the Asia region overnight, markets closed mixed as Trump's tariff deadline day tomorrow looms and on the back of Trump announcing reciprocal tariffs will commence from August 1. China's CSI index fell 0.43%, Hong Kong's Hang Seng lost 0.61%, Japan's Nikkei dropped 0.56%, and South Korea's Kospi index ended the day up 0.17%.Locally to start the new trading week, the ASX200 slipped into the red to post a 0.16% loss following the record close on Friday as investors await the RBA's rate announcement today and ahead of Trump's tariff waiver deadline tomorrow.Investors are increasingly on edge ahead of Trump's tariff waiver deadline ending on Wednesday 9th July as widespread concerns revolve around trade deals not being done thus leading to hefty tariffs disrupting trade moving forward. The local market is following the trends of global markets from late last week as investor optimism fades ahead of Wednesday's tariff deadline. Given the key index is trading around record territory of late, investors are also likely awaiting the RBA's rate decision today before making any big moves.Ahead of the RBA's anticipated rate cut out today, investors also took profits from the banks as banks tend to perform worse in a lower interest rate environment.Investors and the market are factoring in a 97% chance of a rate cut out of the RBA today to the effect of a 25-basis point cut. Should the RBA announce a cut we will likely see the tech, REIT and discretionary sectors continue to rally as such sectors tend to outperform in a lower interest rate environment.Northern Star Resources (ASX:NST) tumbled 6% on Monday after the gold miner announced its production showed output at the lower end of guidance, while Origin Energy (ASX:ORG) rose over 5% on reports that UK start-up Octopus Energy, which Origin has a 23% stake in, is planning to demerge its tech division.What to watch today:On the commodities front this morning oil is trading 2.36% higher at US$68.02/barrel, gold is up 0.03% at US$3336.19/ounce and iron ore is down 1.06% at US$95.22/tonne.The Aussie dollar has weakened against the greenback to buy 64.89 US cents, 94.77 Japanese yen, 47.76 British pence and 1 New Zealand dollar and 8 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day down 0.55%.Trading Ideas:Bell Potter has initiated coverage of Titomic (ASX:TTT) with a speculative buy rating and a 12-month price target of $0.50/share. Titomic is an Australian company at the forefront of industrial-scale metal additive manufacturing and Bell Potter's analyst sees the increasing spend in defence, especially to come in the US, as a growth opportunity for Titomic.And Trading Central has identified a bullish signal on Origin Energy (ASX:ORG) following the formation of a pattern over a period of 15-days which is roughly the same amount of time the share price may rise from the close of $11.55 to the range of $12.00 to $12.20 according to standard principles of technical analysis.

Between the Bells
Morning Bell 3 July

Between the Bells

Play Episode Listen Later Jul 2, 2025 4:28


Wall Street closed mostly higher on Wednesday after President Trump announced a U.S.-Vietnam trade deal has been reached to the effect of 20% tariffs on goods imported from Vietnam into the U.S. Investors welcomed the news despite fresh economic data also out yesterday showing private payrolls in the U.S. surprisingly declined in June. The S&P500 ended the day up 0.47% to a fresh record high of 6227.42 points while the Dow Jones fell just 0.02% and the tech-heavy Nasdaq ended the day up 0.94%. In Europe on Wednesday, markets in the region closed mostly higher despite volatility in the UK. The STOXX 600 rose 0.2%, Germany's DAX added 0.5%, the French CAC climbed 1% and, in the UK, the FTSE100 ended the day down 0.1%.Across the Asia region on Wednesday, markets closed mixed as investors assessed US Fed Chair Jerome Powell's latest comments around further rate cuts would have already happened if it weren't for President Trump's tariff initiatives. China's CSI index closed flat, Hong Kong's Hang Seng rose 0.73%, Japan's Nikkei slipped 0.5% and South Korea's Kospi Index ended the day down 0.47%.The local market reset its record yesterday with the key index ending the day up 0.66% with 10 of the 11 sectors ending the day higher led by materials stocks rallying 1.83%.Retail sales data out yesterday locally for May came in at a rise of 0.2% MoM which fell short of the 0.4% rise markets were expecting, signalling consumer discretionary spend remains subdued due to higher cost-of-living pressures and overall uncertainty. Much to the listed retailer relief though, retail spend in May was boosted by a bounce-back in clothing purchases, albeit at a time when a large number of retailers held higher promotional activity to reduce inventory levels. Other than clothing spend rebounding, retail spending was otherwise restrained this month, with a drop in food-related spending and flat results across household goods.Qantas (ASX:QAN) shares tumbled 2.2% after the flying kangaroo confirmed it has been hit by a cyber attack affecting the personal data of more than 6 million customers.Lenders Mortgage Insurance provider Helia Group (ASX:HLI) sank over 20% yesterday on news that another major long-term partner in ING Bank was negotiating a deal with alternative providers. The move comes just months after CBA pulled the pin on its LMI deal with Helia.Domino's Pizza (ASX:DMP) shares also fell almost 16% after the company's CEO Mark van Dyck announced he will step down from the role after just 12 months at the helm.What to watch today:On the commodities front this morning oil is trading 3.2% higher at US$67.54/barrel, gold is up 0.57% at US$3357.35/ounce and iron ore is up 1.84% at US$95.13/tonne.The Aussie dollar has strengthened against the greenback to buy 65.86 US cents, 94.59 Japanese yen, 48.28 British pence and 1 New Zealand dollar and 8 cents.Ahead of Thursday's trading session the SPI futures are anticipating the ASX will open the day down 0.21%. Trading Ideas:Bell Potter has decreased the 12-month price target on Santana Minerals (ASX:SMI) from $1.30 to $1.18 and maintain a speculative buy rating on the gold miner following the release of the company's updated Pre-Feasibility Study for its 100% owned Bendigo-Ophir Gold Project in New Zealand. It is well placed to complete its Fast Track application, commence early site works in 2HCY25, make a Final Investment Decision in early CY26 and commence construction in 1HCY26. It remains one of the nearest term, new gold development projects on the ASX and is why the analyst has maintained a spec buy rating on the company.

Between the Bells
Morning Bell 30 June

Between the Bells

Play Episode Listen Later Jun 29, 2025 3:51


Wall Street closed higher on Friday as investors looked past President Trump's latest swipe at Canada. The S&P500 rose 0.52% to close at a fresh record high while the Dow Jones added 1% and the Nasdaq ended the day up also 0.52% and also to a fresh record high. On Friday President Trump posted on truth social, his social media platform, that talks between the U.S. and Canada were being terminated. Investors remain confused about the global tariff situation amid the looming July 9 tariff delay deadline, but pushed stocks higher on Friday on reports that the U.S. is close to announcing trade deals with 10 major partners.In Europe on Friday, markets closed higher on optimism of improving trade talks between the U.S. and China. The STOXX 600 rose 1.1%, Germany's DAX added 1.5%, the French CAC climbed 1.8% and, in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Friday, markets closed mixed as investors assessed China's May industrial output data indicating industrial profits fell 9.1% over the first 5-months of the year. China's CSI index fell 0.61%, Hong Kong's Hang Seng lost 0.17%, Japan's Nikkei rose 1.43% and South Korea's Kospi index ended the day down 0.77%.Locally on Friday the key index posted a 0.43% loss as a sharp sell-off in financials, healthcare and REIT stocks weighed on the key index. For the week, the ASX200 posted a 0.1% gain though led by financials and materials stocks posting over 1.5% gains each.Reece (ASX:REH) tumbled over 18% on Friday after announcing its FY25 earnings were expected to fall significantly from the year prior, while Woolworths (ASX:WOW) shares fell 1% despite the supermarket giant announcing it will close its loss-making MyDeal marketplace just 3-years after purchasing it. What to watch today:The Aussie dollar has weakened against the greenback to buy 65.38 U.S. cents, 94.36 Japanese yen, 47.62 British pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning oil has continued to retreat, trading down 0.26% at US$65.07/barrel, uranium is up 0.7% at US$ 79.05/pound, gold is down 1.65% at US$3273.67/ounce, and iron ore is up 0.01% at US$94.49/tonne.Ahead of the first trading session of the new week the SPI futures are anticipating the ASX will open the day up 0.06%.Trading ideas:Bell Potter has decreased the 12-month price target on Chalice Mining (ASX:CHN) from $5.75 to $4.10 and maintain a speculative buy rating on the copper miner following key updates out of the company confirming the development plan for its 100%-owned Gonneville project near Perth. The updates give the market greater clarity on the project development milestones with the plan striking the right balance between value extraction and mining and processing routes that minimise capex.And Trading Central has identified a bullish signal on Data3 (ASX:DTL) following the formation of a pattern over a period of 59-days which is roughly the same amount of time the share price may rise from the close of $7.51 to the range of $8.90 to $9.30 according to standard principles of technical analysis.

Between the Bells
Morning Bell 26 June

Between the Bells

Play Episode Listen Later Jun 25, 2025 3:59


Wall Street closed mixed on Wednesday as investors await clarity on ceasefire reports out of Iran and Israel. The S&P 500 was little changed, the Nasdaq added 0.31% and the Dow Jones ended the day down 0.25%.Investors bought into the some of magnificent 7 overnight sending Nvidia shares up 4.3% to a fresh record high while Alphabet added 2.3%.In Europe overnight, markets closed lower despite a strong rally for defence stocks amid uncertainty over the Middle East war. The STOXX600 fell 0.7%, Germany's DAX dropped 0.6%, the French CAC lost 0.8%, and in the UK, the FTSE100 ended the day down 0.5%.Across the Asia region on Wednesday markets closed mostly higher as investors weighed up ceasefire hopes against fresh commentary out of the U.S. Fed where Powell said policymakers were "well positioned to wait to learn more about the likely course of the economy before considering any adjustments to our policy stance." Hong Kong's Hang Seng rose 1.22% on Wednesday, China's CSI index climbed 1.44%, Japan's Nikkei added 0.4% and South Korea's Kospi index ended the day up 0.15%.Locally on Wednesday, the ASX200 posted a mere 0.04% gain as a more than 1% rally for financials stocks offset weakness among the materials and energy sectors.The monthly CPI read coming in below market forecasts at a rate of 2.1% for May signals the RBA is on track to consider another rate cut in the very near future which fueled tailwinds for the REIT and Discretionary sectors today, both of which perform better in lower interest rate environments. Sentiment remains shaky though on a global scale as investors are stuck in a limbo of asking if the ceasefire is or is not going ahead in the Middle East. It is a watch-and-wait situation as it continues to unfold.As global defence spend ramps up, DroneShield (ASX:DRO) shares are flying with the company announcing yesterday the receipt of a $61.6m for European military, marking its biggest contract in company history. Shares in the counter drone tech company soared over 20% on Wednesday following the deal announcement. What to watch todayOn the commodities front this morning oil is trading 0.87% higher at US$64.93/barrel, uranium is up a further 0.45% at US$77.90/pound, gold is up 0.3% at US$3332.26/ounce and iron ore is down 0.12% at US$94.52/tonne.The Aussie dollar has strengthened against the greenback to buy 65.17 U.S. cents, 94.41 Japanese yen, 47.71 British pence and 1 New Zealand dollar and 8 cents.Ahead of Thursday's trading session the SPI futures are anticipating the ASX will open the day down half a percent. Trading IdeasBell Potter has increased the 12-month price target on DroneShield (ASX:DRO) from $1.50 to $2.60 and maintain a buy rating on the counter-drone technology company following the announcement of the company's record contract receipt valued at $61.6m, indicating significant earnings growth, increasing scale and frequency of contracts and industry tailwinds.And Trading Central has identified a bearish signal on Fletcher Building (ASX:FBU) following the formation of a pattern over a period of 79-days which is roughly the same amount of time the share price may fall from the close of $2.67 to the range of $2.21 to $2.31 according to standard principles of technical analysis.

Between the Bells
Morning Bell 25 June

Between the Bells

Play Episode Listen Later Jun 24, 2025 4:14


Wall St closed higher on Tuesday as investors hold onto hopes of a ceasefire in the Middle East. The Dow Jones rose 1.2%, the S&P500 added 1.11% and the Nasdaq ended the day up 1.43%.While President Trump reported on Tuesday morning that a ceasefire between Iran and Israel has been agreed upon, reports then followed that Iran has not agreed to a ceasefire thus sparking fears of prolonged tensions. Despite this confusion, markets still rallied, and energy stocks plummeted amid the dive in the price of oil overnight.In Europe overnight, global hopes of a ceasefire boosted markets in the region with the STOXX 600 rising 1.2% on Tuesday while Germany's DAX added 1.6%, the French CAC rose 1% and, in the UK, the FTSE100 ended the day flat. Oil and gas stocks weighed on market gains in the region amid the tumbling price of energy commodities due to the lack of supply concerns from the Middle East that initially led to a spike when the war between Iran and Israel first broke out.Across the Asia region on Tuesday, positive global sentiment on ceasefire hopes extended into the region with markets closing higher led by South Korea's Kospi Index rising 2.96%, while Hong Kong's Hang Seng added 2.06%, China's CSI index gained 1.2% and Japan's Nikkei added 1.14% on Tuesday.Ceasefire talks in the Middle East boosted global investor sentiment overnight leading to the local market rallying 0.95% on Tuesday led by materials stocks posting a near 2% gain, while the energy sector tumbled almost 4% on the sliding price of oil.Two local IPOs had investors hitting the buy button yesterday with Greatland Gold (ASX:GGP) jumping 7.9% on debut while Virgin Australia (ASX:VAH) shares also took flight on IPO with the airline ending its re-debut session up over 8%.KFC Australia operator Collins Food (ASX:CKF) soared 16.5% yesterday despite announcing weaker results for FY25 including NPAT down almost 15% and the full year dividend down 7%. Investors likely welcomed the strength of results in the second half of FY25 and revenue increasing over 2%. What to watch today On the commodities front this morning oil has extended its decline to trade 5.92% lower at US$64.45/barrel, uranium is up 2.17% at US$77.55/pound, gold is down 1.51% at US$3317.46/ounce and iron ore is down 0.02% at US$94.75/tonne.The Aussie dollar has strengthened against the greenback to buy 65.04 US cents, 94.12 Japanese Yen, 47.86 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session in Australia the SPI futures are anticipating the ASX will open the day up 0.06% tracking global market gains overnight.Trading IdeasBell Potter has downgraded the rating on Adairs (ASX:ADH) from a buy to a hold and have reduced the 12-month price target on the company from $2.65 to $2.10 following the release of Adairs' Q4 results including higher fixed costs and the company's Focus on Furniture division down 9.3% on the PCP amid tough market headwinds.And Trading Central has identified a bearish signal on Ampol (ASX:ALD) following the formation of a pattern over a period of 33-days which is roughly the same amount of time the share price may fall from the close of $25.34 to the range of $23.40-$23.80 according to standard principles of technical analysis.

Between the Bells
Morning Bell 18 June

Between the Bells

Play Episode Listen Later Jun 18, 2025 3:46


Wall Street closed lower across the major averages on Tuesday as tensions in the Middle East continue to rise, hitting a 5th day of attacks between Iran and Israel. The Dow Jones lost 0.7%, the S&P500 fell 0.84% and the tech-heavy Nasdaq ended the day down 0.91%.President Trump took to Truth Social, his social media platform, demanding ‘unconditional surrender' from Iran's leader as he departed the G7 conference early to deal with the situation in the Middle East.In Europe overnight, markets in the region fell as the Israel-Iran conflict continues. The STOXX 600 fell 0.8%, Germany's DAX lost 1%, the French CAC fell 0.8% and, in the UK, the FTSE100 ended the day down 0.5%.Across the Asia region on Tuesday markets closed mixed as investors assessed the escalating tensions in the Middle East. Lingering uncertainty and rising energy costs are weighing on global investor sentiment due to the conflict, at a time where volatility and uncertainty was already heightened due to US tariffs and global tensions rising on the trade front. Japan's Nikkei added 0.6%, China's CSI index closed flat, Hong Kong's Hang Seng lost 0.34% and South Korea's Kospi index ended the day up 0.12%.The local market started the new trading week virtually flat with a 0.01% gain on Monday before see-sawing between positive and negative on Tuesday to close down 0.08% as investors reacted to escalating tensions in the Middle East and Trump urging for Tehran's evacuation amid the Iran-Israel attacks. Volatility, rising geopolitical tensions and macro and market uncertainty have been the core drivers of market movements in recent times weighing on investor sentiment. Rate sensitive sectors posted gains yesterday with Tech and REIT stocks ending the day up 0.32% and 0.23% respectively while utilities stocks took the biggest hit with a 0.68% loss.Gold miners regained some ground on Tuesday following Monday's sell-off as investors fled to safe-haven assets again in the face of growing geopolitical tensions, while uranium miners extended their recent surge on nuclear power demand rising.What to watch today:On the commodities front this morning, oil continues to climb, trading up 4.6% at US$75.06/barrel, gold is up 0.2% at US$3390/ounce and iron ore is down 0.16% at US$95.23/tonne.The Aussie dollar has weakened against the greenback to buy 64.70 US cents, 93.96 Japanese Yen, 47.79 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.19% tracking the global market sell off overnight.Trading IdeasBell Potter has increased the 12-month price target on IVE Group (ASX:IGL) following the company's investor strategy session where it upgraded guidance for FY25 for underlying NPAT to come in around $50m, representing a 4.7% upgrade, driven by margin expansion.Trading Central has identified a bearish signal on Lendlease (ASX:LLC) following the formation of a pattern over a period of 21-days which is roughly the same amount of time the share price may fall from the close of $5.55 to the range of $5.20 to $5.26 according to standard principles of technical analysis.

Between the Bells
Morning Bell 16 June

Between the Bells

Play Episode Listen Later Jun 16, 2025 3:36


Escalation of attacks between Iran and Israel hit global markets on Friday.Wall Street closed lower as investors assessed the worsening tensions in the Middle East with the S&P500 dropping1.13%, while the Dow Jones lost 1.8% and the tech heavy Nasdaq ended the day down 1.3%. Oil and defensive stocks rose on Friday amid the rising price of oil due to Middle East tensions and as investors buy into the defence sector driven by rising geopolitical tensions.In Europe on Friday markets closed in the red after Israel launched air strikes on Iran. The STOXX 600 fell 1%, Germany's DAX and the French CAC each lost 1.1% and, in the UK, the FTSE100 ended the day down 0.5%.Across the Asia region on Friday markets closed mixed as investors assessed an announcement by Trump that a deal had been done with China to the effect of 55% on imports from China into the U.S. Hong Kong's Hang Seng fell 1.11% on Friday, China's CSI index closed flat, Japan's Nikkei fell 0.65% and south Korea's Kospi index rose 0.45%.Locally on Friday, the ASX200 posted a 0.2% loss after Israel attacked Iran's nuclear program sites in a significant escalation of tensions in the Middle East.Luxury online fashion retailer Cettire tanked a further 20% on Friday following a 31% drop on Thursday after the company announced its second profit downgrade in less than two months, citing uncertainty around tariffs and elevated promotional activity as the drivers of the downgrades.Gold miners jumped on Friday amid the renewed geopolitical tensions driving investor uncertainty hence leading to a flock to safe-havens, while energy stocks also soared on the 13% spike in brent oil prices amid the rising Middle East tensions.What to watch today:On the commodities front this morning oil is trading 7.26% higher at US$72.98/barrel, gold is up 1.36% at US$3432/ounce and iron ore is down 0.08% at US$95.38/tonne.The Aussie dollar has weakened against the greenback to buy 64.85 US cents, 93.59 Japanese Yen, 47.96 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.23%.Trading Ideas:Bell Potter has reduced the 12-month price target on Accent Group (ASX:AX1) from $2.60 to $2.10 and maintain a buy rating on the footwear and fashion retailer following the company providing a FY25 trading update last week including group like-for-like sales down 1% in 2H25 to date, and gross margins fell 80bps on the PCP.Trading Central has identified a bullish signal on New Hope Corporation (ASX:NHC) following the formation of a pattern over a period of 85-days which is roughly the same amount of time the share price may rise from the close of $3.87 to the range of $4.60 to $4.75 according to standard principles of technical analysis.

Between the Bells
Morning Bell 17 June

Between the Bells

Play Episode Listen Later Jun 16, 2025 3:02


US equities rallied overnight off the back of optimism that the Israel and Iran conflict will be contained. The Dow Jones gained 300 points or 0.75%, the S&P500 gained 0.94% and the tech- heavy Nasdaq advanced 1.52%. Following Israel's strike on Iran on Friday, the market took comfort in the fact that this wouldn't escalate on Monday, after Iran reportedly spoke with several countries to pressure for an immediate ceasefire.European equities also rallied with all markets closing in the green. The German DAX and France's CAC both up 0.8%, the FTSE100 up 0.3% and the STOXX600 index up 0.36%.Locally yesterday, the Aussie market closed flat, up just 0.01% as the energy sector rallied following the spike in oil prices amid the Israel - Iran conflict. Energy producers posted very impressive gains, including Deep Yellow (ASX:DYL) advancing over 20% yesterday, Boss Energy (ASX:BOE) up more than 17%, Paladin Energy (ASX:PDN) up over 15% and Santos (ASX:STO) up over 10%.What to watch today:Our local market is set to open higher this morning, with the SPI futures suggesting a 0.06% rise at the open this morning.In commodities:Crude oil has eased, now trading 2.7% lower at US$71.00 per barrel, following Friday's sharp 7% rally. This came after reports Iran sought to de-escalate tensions with Israel and resume nuclear negotiations. The decline followed an overnight surge to US$77.49 after Israeli strikes targeted Iran's South Pars gas field and an oil depot near Tehra Meanwhile, gold is trading 1.3% lower at US$3,386 an ounce and iron ore is also in the red at US$95.23 per tonne.Trading Ideas:Bell Potter maintain a Speculative Buy rating on clinical stage biotech company Syntara (ASX:SNT). They've valued the company at $0.12 and at its current share of $0.057 this implies 110.5% share price growth in a year.And Trading Central have identified a bearish signal in Perpetual (ASX:PPT) indicating that the stock price may fall from the price of $17.96 to the range of $14.80 to $15.40 over 34 days according to the standard principles of technical analysis.

Between the Bells
Morning Bell 12 June

Between the Bells

Play Episode Listen Later Jun 11, 2025 3:25


Investors weighed inflation data as the consumer price index rose 0.1% in May from April, less than the 0.2% estimate from economists were expecting. Core CPI, which strips out volatile food and energy prices, also increased 0.1%, less than expected. All three major US benchmarks closed lower. The Dow Jones lost 1.1%, the S&P500 lost 0.27%, following a 3- day winning streak, while the Nasdaq closed down 0.5%.European markets were mixed as focus remains on the US - China trade discussions, which occurred this week in London. Germany's DAX is down 0.16%, France's CAC down 0.36%, the FTSE100 was in the green, up 0.13%, while the STOXX600 closed 0.27% lower.Yesterday, the Australian market gained 0.06% by the close, with real estate, energy and materials sectors leading the market's gains. On the other end, information technology was the biggest mover, declining 1.5%, so keep watch of tech stocks today, with the Nasdaq also lower overnightWhat to watch today:The SPI futures are suggesting that our local market will open 0.23% higher this morning, however the futures lost earlier gains this morning, following reports that the US are preparing to partially evacuate the Iraq embassy over regional security.In economic data, consumer inflation expectations will be out at 11:00am this morning.And in commodities:Crude oil has rallied 4.9% trading at US$68.15 per barrel, after President Donald Trump announced a preliminary trade deal with China, raising hopes for stronger energy demand. The agreement includes China supplying rare earth minerals and the US easing restrictions on Chinese students, however final approval is still pending.Gold has gained 1% trading at US$3,363And iron ore is up 0.3% at US$95.78 per tonne.Trading ideas:Bell Potter have maintained their Buy rating on marketing and communications business IVE Group (ASX:IGL) and have increased their price target by 7% to $3.00 as the broker expects a positive trading update and upgrade in FY25 guidance. At the current share price of $2.66 this implies 12.8% share price growth in a year.And Trading Central have identified a bullish signal in ResMed (ASX:RMD) indicating that the stock price may rise from the close of $39.02 to the range of $44.50 to $45.75 over 36 days, according to the standard principles of technical analysis.

Between the Bells
Morning Bell 10 June

Between the Bells

Play Episode Listen Later Jun 9, 2025 3:23


Wall Street closed mostly higher on Monday as investor optimism remains elevated on hopes of trade talks progress between the U.S. and China. The S&P500 rose 0.09%, the Dow Jones fell just 1.1 points and the Nasdaq ended the day up 0.31%.In Europe overnight, markets closed lower as investors awaited the outcome of talks between the U.S. and China in London. The STOXX 600 fell 0.08%, Germany's DAX lost 0.54%, the French CAC dropped 0.17%, and, in the UK, the FTSE100 ended the day down 0.06%.Across the Asia markets on Monday, it was a sea of green as investors welcomed some favourable economic data out of China and awaited key trade talks between the world's largest economies. Consumer price inflation fell by 0.1% YoY in May which was lower than the 0.2% economists were expecting, while producer price index fell by 3.3%.China's CSI index rose 0.3%, South Korea's Kospi index rose 1.55%, Japan's Nikkei added 0.92% and Hong Kong's Hang Seng ended the day up 1.63%.The ASX was closed on Monday for the King's Birthday public holiday.Last week though, the ASX posted a near 1% gain for the 5-trading days to notch the first positive trading week for June and the fourth consecutive weekly gain as progress talks between Presidents Trump and Xi resumed and ended with an in-person meeting agreement.Gold producer Ora Banda took a hit on Friday after downgrading its gold production guidance for FY25 to 5% below the low end of the initial guidance range, while also increasing the costs expected by 4% with the driver of the update being extended downtime required for the processing plant.What to watch today:Ahead of Monday's trading session in Australia the SPI futures are anticipating the ASX will open the day down 0.06%.The Aussie dollar has strengthened against the greenback to buy 65.18 US cents, 94.19 Japanese yen, 47.98 British pence and 1 New Zealand dollar and 8 cents.On the commodities front this morning oil is trading 1.24% higher at US$65.32/barrel, gold is up 0.42% at US$3325.58/ounce and iron ore is down 0.6% at US$95.62/tonne.Trading Ideas:Bell Potter has increased the 12-month price target on Develop Global (ASX:DVP) from $4 to $5 and maintain a buy rating on the hybrid underground and owned-mine operator following the release of recent updates out of the company including Woodlawn's plant commission and underground mine production ramp-up progressing ahead of Bell Potter's expectations.And Trading Central has identified a bearish signal on REA Group (ASX:REA) following the formation of a pattern over a period of 26-days which is roughly the same amount of time the share price may fall from the close of $232.52 to the range of $219 to $223 according to standard principles of technical analysis.

Between the Bells
Morning Bell 4 June

Between the Bells

Play Episode Listen Later Jun 3, 2025 4:13


Wall St tor on Tuesday as investors anticipate details on potential US trade deals will come to light very soon. AI stocks lead the gains with Nvidia up more than 3% at the sessions' end. The S&P500 rose 0.58% on Tuesday, while the Nasdaq added 0.81% and the Dow Jones ended the day up 0.51%.In Europe overnight, markets closed slightly higher after the eurozone inflation reading eased to a cooler-than-expected forecast 1.9% in May. The STOXX 600 rose 0.01%, Germany's DAX added 0.64%, the French CAC climbed 0.33% and, in the UK, the FTSE100 ended the day up 0.13%.Across the Asia region on Tuesday, the US Customs and Border Protection agency's move to extend a tariff pause on some Chinese goods boosted risk-on sentiment during Asian trading. This also helped the US dollar strengthen, recovering some of Monday's sharp losses against major currencies. China's CSI index rose 0.31% on Tuesday, Hong Kong's Hang Seng climbed 1.4%, Japan's Nikkei ended the day flat and South Korean markets were closed for polling day.The Australian share market had its best day in a month, rising 0.6% as optimism about revived US-China trade talks boosted investor sentiment. The S&P/ASX 200 gained 52.6 points to close at 8466.7, with financials leading nine of 11 sectors higher. The rally followed gains on Wall Street after news that Presidents Trump and Xi will discuss tariffs this week.Investors bought into the banks on Tuesday due to the safe-haven nature of such investments over the last year, while Iron ore miners declined in line with a drop in iron ore futures, triggered by China's manufacturing activity hitting its lowest point in over two years. BHP (ASX:BHP) fell 0.6%, while Rio Tinto (ASX:RIO) slipped 0.7%.IDP Education (ASX:IEL) recorded the biggest loss on the market, tumbling 44.8% after warning investors that global policy uncertainty has impacted its student enrolment pipeline. The company also revealed it is conducting a review of its profitability and cost structure.Meanwhile on a macro level, from 1st July, 2.6 million workers will benefit from a historic 3.5% minimum wage increase; the $32 weekly rise brings the national minimum wage to $24.95 per hour or approximately $948 per week. While this wage rise is one of the largest above-inflation increases ever, it is expected to have only a modest impact on inflation.What to watch today:On the commodities front this morning, oil is trading 1.38% higher at US$63.38/barrel, gold is down 0.9% at US$3352/ounce and iron ore is down 0.7% at US$95.30/tonne.The Aussie dollar has weakened against the greenback overnight to buy 64.67 US cents, 93.03 Japanese Yen, 47.93 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session in Australia, the SPI futures are anticipating the ASX will open the day up 0.27%.Trading ideas:Bell Potter has increased the 12-month price target on Aspen Group (ASX:APZ) from $3.05 to $3.90 and maintain a buy rating on the real estate company following the company's successful raising of $70m via an institutional placement with a further $4m to be raised via SPP at $2.90/unit.Trading Central has identified a bullish signal on Rural Funds Group (ASX:RFF) following the formation of a pattern over a period of 30-days which is roughly the same amount of time the share price may rise from the close of $1.79 to the range of $1.91 to $1.93 according to standard principles of technical analysis.

Between the Bells
Morning Bell 2 June

Between the Bells

Play Episode Listen Later Jun 2, 2025 5:10


Wall Street closed mixed on Friday but posted strong gains across the key indices for the month of May as investors shrugged off Trump's tariff turmoil and global trade uncertainty to send equities higher for the month. The S&P500 closed flat on Friday but gained 6.2% for the month, the Dow Jones rose 0.13% on Friday and 3.9% for the month, and the tech-heavy Nasdaq ended the day down 0.32% but posted a 9.6% surge for the month of May.On Friday a trade deal between the U.S. and UK was reached, boosting investor optimism that more deals of this kind can be done.Across the European region on Friday, markets closed mostly higher on the UK trade deal and as investors welcomed the potential blocking of his tariffs on certain regions.The STOXX600 rose 0.1%, Germany's DAX added 0.3%, the French CAC fell 0.36%, and, in the UK, the FTSE100 ended the day up 0.64%.Across the Asia region on Friday markets closed mostly lower as the appeals court in the U.S. allowed majority of Trump's tariffs to be re-instated. Japan's Nikkei fell 1.22%, China's CSI index lost 0.48%, South Korea's Kospi index declined 0.84%, and Hong Kong's Hang Seng ended the day down 1.2%.Locally on Friday, the ASX200 posted a 0.3% gain despite Trump's tariff-related volatility weighing on the key index early in the session. Investors again moved into defensive and safe-haven stocks like the banks and staples, while shifting out of riskier stocks like tech on Friday as uncertainty arose again on the tariffs front. The local market posted a second straight monthly gain for the month of May despite heightened volatility and macro uncertainty.On Friday morning it was announced that a federal appeals court temporarily upheld many of President Trump's tariffs on China and other countries, pausing a lower court ruling that had challenged them. This move allows the tariffs to remain in place while the court reviews the case and considers the administration's request for more time. The appeal success came not even 12-hours after a federal court announced a blockage of the tariffs amid overuse of Presidential power. This week will be an interesting time for tariffs as the appeals process unfolds, but we are no closer to clarity on exactly what tariffs are allowed to remain and the implications on our locally listed companies.Retail sales fell by 0.1%, missing the forecasted 0.3% increase, with warmer weather contributing to reduced clothing purchases. Clothing and department store spend were the key contributors to the weaker-than-expected reading for April, while cafes and food related spend was still on the rise. Surprisingly, niche retailers like Accent Group and Universal Stores still rallied on Friday despite the retail spend figure being released.In data out this week, Q1 2025 GDP figures are also expected to show a slowdown in growth to 0.2%, down from 0.6% in Q4 2024, primarily due to weaker household consumption. Markets are now factoring in a 73% chance of a rate cut out of the RBA when it next meets in July, up from the 59% chance expected prior to the retail sales data being released. What to watch today:On the commodities front this morning, oil is trading 0.25% lower at US$60.79/barrel, gold is 0.9% lower at US$3288.58/ounce and iron ore is down 0.15% at U.S.$99.12/tonne.The Aussie dollar has weakened against the greenback to buy 64.37 U.S. cents, 92.57 Japanese yen, 47.76 British pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the first trading session of June up 0.09%.Trading ideas:Bell Potter has decreased the 12-month price target on IPD Group (ASX:IPG) from $4.60 to $4.10 and maintain a buy rating on the leading Australian distributor of electrical equipment and industrial digital technologies, following the company provid

Between the Bells
Morning Bell 27 May

Between the Bells

Play Episode Listen Later May 27, 2025 3:26


Wall St was closed on Monday for the Memorial Day public holiday.In Europe on Monday, markets closed higher as investors welcomed the delay of U.S. tariffs on the region until July. The STOXX 600 rose 1%, Germany's DAX added 1.6%, the French CAC climbed 1.2%, and, in the UK, the FTSE100 was closed for a public holiday.Across the Asia markets to start the week, markets closed mixed as investors digested Trump's latest tariff move on the EU. South Korea's Kospi index jumped 2% to its highest level since 2024, while Hong Kong's Hang Seng fell 1.35%, China's CSI index lost 0.6% and Japan's Nikkei ended the day up 1%.Locally on Monday, the ASX200 closed flat as investor sentiment was once again dampened by Trump's tariff turbulence.The Trump rollercoaster took another loop again from Saturday to Monday. In the space of 2 days the US president announced and postponed new 50% tariffs on Europe, like he has done in recent times with China and other regions. While the step may be to prompt negotiation talks, the on-again-off-again tariffs reignited investor uncertainty on Monday which has prompted global market selloffs both late last week and locally to start the new weeks on a sour note.Uranium miners extended their rally from Friday following Trump's move to sign an executive order to ease the regulatory process for new nuclear reactors and enhance supply chains in attempt to ease dependence on China and Russia for uranium supplies and production. For companies like Boss Energy that has an interest in a South Texan mine, demand for Aussie uranium producers is set to rise following Trump's latest move, which boosts the growth outlook for such stocks in the eye of investors. Boss Energy rose 7.29% on Monday while Deep Yellow soared 13.65% to start the week on a strong note. What to watch today:On the commodities front this morning oil is trading 0.02% lower at US$61.52/barrel, gold is down 0.5% at US$3341/ounce and iron ore is down 0.08% at US$99.81/ounce.The Aussie dollar has weakened slightly against the greenback to buy 64.91 US cents, 92.68 Japanese Yen, 47.99 British pence and 1 New Zealand dollar and 8 cents.Ahead of Tuesday's session on the ASX, the SPI futures are anticipating the local market will open the new trading day up 0.32%. Trading Ideas:Bell Potter has initiated coverage of Region Group (ASX:RGN) with a buy rating and a 12-month price target of $2.65. The internally managed REIT and largest owner of Australian supermarket-based shopping centres has strong near-term income growth potential, underpinned by its liquidity and resilient income streams according to the analyst.And Trading Central has identified a bearish signal on Woolworths (ASX:WOW) following the formation of a pattern over a period of 8-days which is roughly the same amount of time the share price may fall from the close of $31.89 to the range of $29.60 to $30.10 according to standard principles of technical analysis.

Between the Bells
Morning Bell 28 May

Between the Bells

Play Episode Listen Later May 27, 2025 5:08


Wall St closed higher on the first trading session of the holiday shortened trading week as investors welcome the delay in tariffs on the EU announced on Monday. The Dow Jones rose 1.78%, the S&P500 climbed 2.05% and the tech-heavy Nasdaq ended the day up 2.47%. Tesla shares rose 7% on Tuesday after Elon Musk said he is shifting his focus away from politics and back into his companies, while AMC's shares soared 22% after a record-breaking domestic box official over the Memorial Day long weekend that saw $326m spent at the movies over the highest holiday weekend ever.In Europe overnight markets closed mostly higher in the wake of tariff delays on the EU region. The STOXX 600 rose 0.33%, Germany's DAX gained 0.83% to close at a fresh record high, the French CAC fell 0.02% and, in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Tuesday, markets closed mixed as investors continue to assess the global trade climate following Trump's delay to the EU tariffs until July. Japan's Nikkei rose 0.51%, South Korea's Kospi Index fell 0.27%, China's CSI index lost 0.54% and Hong Kong's Hang Seng ended the day up 0.43%.The local market started the week flat before rising on Tuesday as tech and the big banks buoyed the local index to a 0.56% rise at the closing bell yesterday.Capstone Copper (ASX:CSC) led the ASX200 gains yesterday with a rise of 6.72% amid the rising price of the commodity on the back of Ivanhoe halting production at Africa's largest copper mine due to seismic activity, pressuring supply side in a time where demand is escalating.Floods in the Northern NSW Hunter region have already hit IAG (ASX:IAG) with the insurance provider announcing yesterday it has received around 2500 claims related to the flooding. Earlier this month, IAG said its net natural perils claims were estimated to be approximately $900m to the end of April, which is around $250m lower than the year-to-date expectation. Shares in IAG rose 0.7% yesterday.Telstra shares rose yesterday after the telco giant reaffirmed FY25 guidance, expecting to hit the top end of free cash flow and capex targets, and launched its “Connected Future 30” strategy aiming for over 50% NPAT growth, stronger AI integration, and mid-single digit cash earnings CAGR by FY30.What to watch today:On the commodities front this morning, oil is trading 1.05% lower at US$60.88/barrel, gold is down 1.36% at US$3301/ounce and iron ore is down 0.08% at US$99.81/tonne.The Aussie dollar has weakened against the greenback to buy 64.48 US cents, 93.03 Japanese Yen, 48.06 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.60% tracking Wall Street's rally on Tuesday.We have the all-important monthly CPI reading out today locally with markets expecting the annual inflation rate to fall to 2.2% for the 12-months to April.Trading ideas: Bell Potter has maintained a buy rating on Propel Funeral Partners (ASX:PFP) and have slight lowered the 12-month price target on the leading full-service funeral providers following an update including guidance that has a midpoint of around 8% miss to consensus expectations amid lower seasonality uplift in April and May. The company is well funded and has strong pricing power hence the buy rating, the downgrade in price target is simply due to the company navigating some short-term volatility.And Bell Potter has increased the 12-month price target on Wisetech Global (ASX:WTC) from $112.50 to $122.50 and maintain a buy rating on the leading logistics software provider following the recent acquisition announcement of e2open and a delay in the launch of Container Transport Optimisation to 1HFY26.

Between the Bells
Morning Bell 26 May

Between the Bells

Play Episode Listen Later May 25, 2025 3:41


Wall Street re-entered sell off mode on Friday after President Trump threatened tariffs on the EU, which on Saturday turned to reality with a 50% tariff announced on the region set to come into effect from June 1. The Dow Jones lost 0.61% on Friday, the S&P 500 fell 0.67% and the tech-heavy Nasdaq ended the day down 1%.Apple shares fell 3% on Friday after Trump posted on Trump social that iPhones sold in the US must be made in the US and if they are not, a tariff of at least 25% must be paid by Apple.In Europe on Friday, markets closed lower amid threats of U.S. tariffs and on the back of corporate earnings results being released in the region. The STOXX600 fell 1%, Germany's DAX and the French CAC each lost 1.6%, and, in the UK, the FTSE100 ended the day down 0.2%.Across the Asia region on Friday, markets closed mixed as investors digested a slew of economic data released in the region. Japan's Nikkei rose almost half a percent, South Korea's Kospi index closed flat, while Hong Kong's Hang Seng and China's CSI index also each closed flat. Japan's core inflation rose to 3.5% in April boosted by surging rice prices and the BoJ pausing the assess tariff implications. Singapore's inflation for the same period came in at 0.7%, slightly higher than markets were expecting.Locally to end the last trading week, the ASX200 posted a second weekly gain as a pullback in bond yields and the outlook for further rate cuts out of the RBA boosted investor sentiment. On Friday, the ASX200 ended the session up 0.15% driven by a rally for tech and energy stocks.Uranium stocks surged on Friday on reports Trump will sign an executive order to ease the regulatory process for new nuclear reactors and enhance supply chains in attempt to ease dependence on China and Russia for uranium supplies and production. Boss Energy rose 12.82%, Paladin Energy climbed 7.02%, and Deep Yellow ended the day up 9.13%.What to watch todayOn the commodities front this morning, oil is trading 0.54% higher at US$61.53/barrel, gold is up 1.76% at US$3358/ounce and iron ore is down 0.08% at US$99.81/tonne.The Aussie dollar has strengthened against the greenback to buy 64.91 U.S. cents, 92.47 Japanese Yen, 47.97 British Pence and 1 New Zealand dollar and 8 cents.Ahead of Monday's trading session in Australia the SPI futures are anticipating the ASX will open the day down 0.36%.Trading ideasBell Potter has slightly lowered the 12-month price target on Duratec (ASX:DUR) from $1.95 to $1.80 and maintain a buy rating on the leading Australian infrastructure contractor following the company's release of a trading update outlining FY25 revenue guidance and EBITDA lower than previously expected attributed to delays in project awards and weather disruptions.Trading Central has identified a bearish signal on APA Group (ASX:APA) following the formation of a pattern over a period of 32-days which is roughly the same amount of time the share price may fall from the close of $8.13 to the range of $7.55 to $7.65 according to standard principles of technical analysis.

Between the Bells
Morning Bell 22 May

Between the Bells

Play Episode Listen Later May 21, 2025 3:19


Wall Street closed lower for a second day on Wednesday as a spike in treasury yields prompted investors to sell equities on growing fears that a new US budget bill would place even more pressure on the country's already large deficit. The S&P500 fell 1.61%, the Nasdaq lost 1.41% and the Dow Jones ended the day down 1.91%. Across the European region on Wednesday, markets closed mixed as hotter-than-expected inflation out of the UK and a slew of corporate earnings results weighed on investor sentiment. The STOXX 600 fell 0.3%, Germany's DAX lost 0.2%, the French CAC slipped 0.3% and, in the UK, the FTSE100 ended the day down 0.2%. UK inflation data for April came in at a rise to 3.5%, topping expectations of a rise to 3.3%, which slashes hopes of a rate cut in the near term.Across the Asia region on Wednesday markets closed mostly higher led by South Korea's Kospi Index rising 0.91%, while China's CSI index rose 0.47%, and Hong Kong's Hang Seng gained 0.62%, but Japan's Nikkei ended the day down 0.61%.  Locally on Wednesday, the ASX200 posted a 0.52% gain as investor optimism carried from the prior day and multiple factors boosted the local market. Investor sentiment was driven by the RBA's rate cut in Australia and outlook for more policy easing in months to come and, on a global scale, by China and the US making progress on the tariff negotiations front. Bond yields are also falling which drives investor appetite for equities and a rise in commodities fuelled investor appetite for materials and energy stocks yesterday so broadly it was a great day on the market. Nine of the 11 sectors ended today's session in the green led by energy and healthcare sectors rising around 1% each. Mayne Pharma shares tumbled near 30% on Wednesday amid uncertainty over the Cosette takeover offer. Cosette, a US pharmaceutical giant now believes there has been a material adverse change in the company's financial performance since the offer was first made in February including Mayne issuing weaker-than-expected earnings guidance and disclosed a potential US regulatory issue regarding its contraceptive pill. What to watch today:On the commodities front this morning, oil is trading 1.33% lower at US$61.21/barrel, gold is up 0.81% at US$3317.30/ounce and iron ore is flat at US$100.05/tonne. The Aussie dollar has further strengthened against the greenback to buy 64.34 US cents, 92.67 Japanese Yen, 48.01 British Pence and 1 New Zealand dollar and 8 cents. Ahead of Thursday's trading session the SPI futures are anticipating the ASX 200 will open the day down almost 1% tracking Wall Street's slide overnight. Trading ideas:Bell Potter has raised the 12-month price target on Catapult Group (ASX:CAT) from $4.40 to $5.00 and maintain a hold rating on the sports tracking and data technology company following the release of the company's results yesterday including revenue and gross profits for FY25 modestly ahead of BP expectations, as well as free cash flow of US$8.6m which was a positive surprise. And Trading Central has identified a bearish signal on Sims (ASX:SGM) following the formation of a pattern over a period of 41-days which is roughly the same amount of time the share price may fall from the close of $15.42 to the range of $11.60 to $12.30 according to standard principles of technical analysis.

Between the Bells
Morning Bell 21 May

Between the Bells

Play Episode Listen Later May 20, 2025 4:03


Wall Street closed lower on Tuesday as investors await clarification on the tariffs front following a strong rally in recent weeks. The S&P500 fell 0.4%, the Dow Jones lost 0.27% and the tech-heavy Nasdaq ended the day down 0.38%. The recovery rally since Trump announced negotiations were underway with China has seen the S&P500 rally more than 20% since hitting an April low, so investors have just pulled back on Tuesday in anticipation for further clarification on the tariffs front.In Europe overnight, markets closed higher as strong corporate earnings results in the region boosted investor sentiment. The STOXX 600 rose 0.7%, Germany's DAX gained 0.3%, the French CAC added 0.75% and, in the UK, the FTSE100 ended the day up 0.9%.Across the Asia region on Tuesday, markets rose as investors assessed the latest rate cuts in the region including out of the RBA and the People's Bank of China trimming the 1-year loan prime rate from 3.1% to 3% and the 5-year to 3.5%. China's CSI index rose 0.57% on Tuesday, Hong Kong's Hang Seng gained 1.5%, Japan's Nikkei added 0.8% and South Korea's Kospi index ended the day flat.The local market closed 0.6% higher yesterday as investors welcomed the RBA's 25 basis point rate cut amid cooling inflation and escalating cost of living pressures.The RBA cut to 3.85% came despite the latest inflation reading and labour market data coming out of favour for a rate cut, however, the overall picture is positive for Australia's economic stability in taming inflation over the long-run.Rate sensitive sectors like tech and real estate stocks led the gains yesterday with the sectors rising 2.3% and 1.4% respectively.Technology One soared over 10% on Tuesday after the software giant increased its interim dividend by 30% on the back of strong revenue growth in the first half. Telstra shares also rallied after the telco giant said it would be raising prices, which is good for investors but not so great for customers.What to watch today:On the commodities front this morning, oil is trading 0.22% lower at US$62/barrel, gold is up 2.04% at US$3288/ounce and iron ore is down 0.08% at US$100/tonne.The Aussie dollar has weakened against the greenback overnight to buy 64.16 US cents, 92.75 Japanese Yen, 48.22 British Pence and 1 New Zealand dollar and 8 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day up 0.62%, extending on Tuesday's rally.Trading ideas:Bell Potter has maintained a hold rating on Technology One (ASX:TNE) and have raised the 12-month price target on the software giant from $31.00 to $35.50 following the release of 1H25 results including revenue and profit before tax topping BPe and FY25 guidance was slightly below BPe. The analyst maintains a hold rating as the new price target is a modest discount to the current share price.And Bell Potter has initiated coverage of AML3D (ASX:AL3) with a speculative buy rating and 12-month price target of 30cps with the analyst seeing the company is at an inflection point given accelerating demand from the US defence industrial base driving material increase in system sales over the next 3-years. AML3D is a welding, metallurgical science, robotics and software business that produces automated 3D printing systems that utilise Wire Additive Manufacturing technology.

Between the Bells
Morning Bell 19 May

Between the Bells

Play Episode Listen Later May 18, 2025 3:50


Wall Street closed higher again on Friday as investors overlooked disappointing consumer sentiment data and continued to welcome progress on the trade talk front between China and the U.S. The S&P 500 rose 0.7% on Friday and 5.3% for the week, the Nasdaq gained 0.52% on Friday and 7.2% for the week and the Dow Jones ended the day up 0.78% and rose 3.4% for the week. The latest consumer sentiment reading out on Friday showed investor sentiment fell to the second lowest Level on record in the latest reading while consumer prices are also expected to rise 7.3% over the next year, up from reported 6.5% expected last month.Moody's downgraded the US credit rating on Friday though from AAA to AA1 citing concerns around rising US debt.Over in Europe on Friday, markets closed higher on Friday led by Germany's DAX rising 0.3% to another record high close, while the STOXX 600 gained 0.4%, the French CAC rose 0.42% and, in the UK, the FTSE100 ended the day up 0.6%.Across the Asia region on Friday, markets closed mixed as investors digested weaker-than-expected GDP data with a 0.2% contraction reported over the March quarter. Japan's Nikkei closed flat on Friday, Hong Kong's Hang Seng fell 0.46%, China's CSI index fell 0.4% and South Korea's Kospi index ended the day up 0.21%. China's stocks were weighed down by Alibaba missing earnings expectations on Friday.Locally on Friday, the ASX ended the week at a 3-month high after Australian economic data and global investor sentiment boosted markets to strong gains throughout the week. The ASX posted a 0.56% gain on Friday led by REIT stocks jumping 2.3%.Stock specific news, Appen soared 18.7% on Friday after unveiling full-year revenue target of between $235m-$260m.Uranium miners came under pressure on Friday with Boss Energy, Deep Yellow and Paladin falling over 6% each.What to watch today:On the commodities front this morning oil is up 0.13% at US$62.57/barrel, gold is up 1.12% at US$3240/ounce and iron ore is down 0.34% at US$100.08/tonne.The Aussie dollar has strengthened against the greenback to buy 64.13 US cents, 93.04 Japanese Yen, 48.23 British Pence and 1 New Zealand dollar and 9 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.08%.Trading ideas:Bell Potter has increased the 12-month price target on Temple & Webster from $15.60 to $21.00 and maintain a hold rating on the leading online homewares retailer after the company released a 2H trading update to-date with revenue growth of 18% on the PCP and EBITDA margins toward the top end of guidance. The hold rating is maintained as growth to $21.00/share is in-line with Bell Potter's hold rating criteria.And Trading Central has identified a bullish signal on GR Engineering Services following the formation of a pattern over a period of 49-days which is roughly the same amount of time the share price may rise from the close of $2.82 to the range of $3.30 to $3.40 according to standard principles of technical analysis.

Opening The Gates To More Listings
Episode 189: Simon Leadbetter

Opening The Gates To More Listings

Play Episode Listen Later May 15, 2025 78:30


Today's returning guest for a now unprecedented sixth time is the founder of We Are Unchained, a strategic marketing consultancy that helps businesses grow faster by enhancing their market insight, strategy, activity, and talent.Over his 8 years experience in the estate agency industry, he has worked with Countrywide, Fine & Country, Keller Williams, and Knight Frank.He's also a mentor at Agents Together, Propertymark Trust Ambassador and Fractional CMO for Lemon and Lime Interiors.With over 30 years of marketing experience across multiple sectors, from startups to FTSE100, he has turned failing marketing teams around, and educated hundreds of people on the science and art of marketing.His mission is to make quality strategic marketing and practical advice accessible to every business, whether they need a virtual CMO, a one-to-one mentor, or a marketing trainer.In this episode, we discuss the results of part two of the Voice of The Agent 2025, covering topics such as market share, size and types of agents, portals, proptech, AI and home staging. If you've not already read part two of the report, please do contact me for a copy of it and I will happily share it with you.You can also message me if you are interested in completing part three of the survey and sharing your voice to help shape the industry.Any insights shared will help define the future of the UK property market.

Cashflow Ninja
863: Louis O' Connor: The Coming Supply Shock Of Strategic Metals

Cashflow Ninja

Play Episode Listen Later Jan 13, 2025 39:53


My guest in this episode is Louis O' Connor. Louis is the Founder, and Principal of Strategic Metals Invest. We are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals. Strategic Metals have outperformed Gold (58%) , FTSE100 (3%), and S&P500 (112%) consistently for the past 5 years with a 175% average return for the same period. Right now, in North America the only obstacle to investors profiting from owning Rare Earths is that they don't know they can. We are Europe based, providing North American clients portfolio with much needed geographic diversification. Interview Links: Strategic Metals Invest https://strategicmetalsinvest.com/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠ The 21 Most Unique Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠ The 21 Best Cash Growth Niches Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches The 21 Next Level Cashflow Niches Digital: https://www.cashflowninjaprograms.com/the-21-next-level-cashflow-niches-book-free-download Audio: https://podcasters.spotify.com/pod/show/the-21-next-level-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja ⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠ Cashflow Investing Secrets ⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠ Cashflow Ninja Banking ⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠ Connect With Us: Website: http://cashflowninja.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875

Snack Leadership
Behavioral Change with Todd Holzman

Snack Leadership

Play Episode Listen Later Sep 29, 2024 36:34


Behavioral Change refers to the process of modifying an individual's actions, attitudes, and habits to improve their performance, productivity, and overall well-being in the workplace.             “That which we need the most will be found where we least want to look.” Carl Jung   Todd Holzman has dedicated his life to empowering the difference makers. As the founder of Holzman Leadership Todd's Real Work Process is used by CEO's, Senior Leaders, and HR Executives at numerous Fortunate 500, FTSE100, and Global 2000 companies to transform their leaders, cultures, and business results. He has taught leadership at Harvard's Kennedy School of Government and Columbia University, and clients include American Express, Bristol Myers Squibb, British Telecom, Editas, Nestle, and Red Bull. Favorite snack is pizza.   Holzman Leadership LinkedIn Instagram   Music-"Homesick" Copyright 2018. Written by Shireen Amini. Produced by Shireen Amini and Mike Davidson of Plaid Dog Recording (Boston, MA).

HR Happy Hour
Managing and Engaging a Multi-Generational and Multi-Skilled Workforce

HR Happy Hour

Play Episode Listen Later Aug 30, 2024 30:00


Managing and Engaging a Multi-Generational and Multi-Skilled Workforce Host: Mervyn Dinnen Guest: Catherine Hambleton-Gray, Chief People Officer at Eurocell PLC In this podcast interview Mervyn talks with Catherine Hambleton-Gray,  Chief People Officer at Eurocell PLC, a FTSE100 listed company in the construction and building supplies sector. During the conversation they talk about Catherine's experiences of bringing a culture shift to an organisation with diverse people, needs and locations, helping to create a more engaged and purposeful workforce. During the conversation they discuss :  The challenges of engaging a multi-generational and multi-skilled workforceConsistent, meaningful communications within a locationally diverse organisation Senior leader visibilityImproving engagementEstablishing initiatives around wellbeing, mental health and EDIBCreating a relevant and informative careers website to give new hires a better understanding of roles and prospectsObtaining, and acting upon, employee feedback Thanks for listening! Remember to subscribe to all of the HR Happy Hour Media Network shows on your favorite podcast app!

Cashflow Ninja
839: Louis O'Connor: The Exciting Trends For Rare Earth Metals Right Now

Cashflow Ninja

Play Episode Listen Later Jul 15, 2024 33:26


My guest in this episode is Louis O' Connor. Louis is the Founder, and Principal of Strategic Metals Invest. We are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals. Strategic Metals have outperformed Gold (58%) , FTSE100 (3%), and S&P500 (112%) consistently for the past 5 years with a 175% average return for the same period. Right now, in North America the only obstacle to investors profiting from owning Rare Earths is that they don't know they can. We are Europe based, providing North American clients portfolio with much needed geographic diversification. Interview Links: Strategic Metals Invest https://strategicmetalsinvest.com/ Subscribe To Our Weekly Newsletter: The Wealth Dojo: https://subscribe.wealthdojo.ai/ Download all the Niches Trilogy Books: The 21 Best Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-best-cashflow-niches-book⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-best-cashflow-niches⁠ The 21 Most Unique Cashflow Niches Digital: ⁠⁠https://www.cashflowninjaprograms.com/the-21-most-unique-cashflow-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-most-unique-niches⁠ The 21 Best Cash Growth Niches Digital: ⁠https://www.cashflowninjaprograms.com/the-21-best-cash-growth-niches⁠⁠ Audio: ⁠https://podcasters.spotify.com/pod/show/21-cash-growth-niches Listen To Cashflow Ninja Podcasts: Cashflow Ninja ⁠https://podcasters.spotify.com/pod/show/cashflowninja⁠ Cashflow Investing Secrets ⁠https://podcasters.spotify.com/pod/show/cashflowinvestingsecrets⁠ Cashflow Ninja Banking ⁠https://podcasters.spotify.com/pod/show/cashflow-ninja-banking⁠ Connect With Us: Website: http://cashflowninja.com Podcast: http://resetinvestingsecrets.com Podcast: http://cashflowinvestingsecrets.com Podcast: http://cashflowninjabanking.com Substack: https://mclaubscher.substack.com/ Amazon Audible: https://a.co/d/1xfM1Vx Amazon Audible: https://a.co/d/aGzudX0 Facebook: https://www.facebook.com/cashflowninja/ Twitter: https://twitter.com/mclaubscher Instagram: https://www.instagram.com/thecashflowninja/ TikTok: https://www.tiktok.com/@cashflowninja Linkedin: https://www.linkedin.com/in/mclaubscher/ Gab: https://gab.com/cashflowninja Youtube: http://www.youtube.com/c/Cashflowninja Rumble: https://rumble.com/c/c-329875

CHURN.FM
E252 | Preventing Team Churn: Leadership Tactics for Retaining Talent with Mr Joe

CHURN.FM

Play Episode Listen Later Jul 3, 2024 52:58 Transcription Available


Today on the show we have Joe Leech, a Coach to CEOs with 18 years of tech experience, working with over 30 startups and FTSE100 giants.In this episode, Joe shares his insights on retaining top talent and preventing team churn.We discussed the common mistakes leaders make in micromanagement and hiring and we wrapped up by exploring effective onboarding strategies for new leaders.Mentioned ResourcesJoe Leech cxpartners Marriott.comeBayDavid Darmanin    HotjarName It to Tame It Churn FM is brought to you by Vitally, the all-in-one Customer Success Platform and Chargebee, SaaS for effective revenue growth management.