Podcasts about STOXX

Las acciones siguen a la baja este miércoles. La venta masiva de títulos tecnológicos arrastra a los mercados desde Tokio a Fráncfort, llevando la volatilidad a máximos no vistos desde abril y ayudando a apuntalar activos refugio como el oro y los bonos soberanos. En Japón, el Nikkei ha llegado a caer casi un 7% desde los máximos históricos de la víspera en un momento dado, mientras que las acciones de Corea del Sur se desplomaron hasta un 6% antes de recuperar parte de las pérdidas y bajar finalmente un 3%. En Europa, el sector tecnológico está siendo el de peor comportamiento del Stoxx 600. Los futuros sobre índices estadounidenses tienden a la baja. Los consejeros delegados de los pesos pesados de Wall Street Morgan Stanley y Goldman Sachs cuestionan si las altísimas valoraciones pueden mantenerse. En Estados Unidos, está por ver si la victoria de los demócratas en estados y capitales importantes prolongan o no el cierre del Gobierno federal. Sigue sin publicar datos. Entre las referencias del día, informe ADP: se crean 42.000 empleos privados en octubre, por encima de los 30.000 previstos. Analizamos el mercado con José Francisco Ibáñez, de Tressis.

Wall St ended last week's trading session in the green, with all 3 key indexes closing up. The S&P500 added 0.26%, the Dow Jones advanced 0.09%, and the tech-heavy Nasdaq jumped 0.61%, mainly driven by a nearly 10% surge in Amazon shares after announcing strong quarterly results.In contrast, European markets dropped across the board, as investors reacted to a flurry of quarterly results, regional economic data and recent policy announcements.  The Stoxx 600 ended down by 0.51%, The U.K.'s FTSE and France's CAC both closed lower by 0.44%, and Germany's DAX ended 0.67% down.Locally on Friday, the ASX closed flat to end the trading, as strong gains for gold miners across the market were offset by declines mainly in the consumer discretionary sector. Westgold (ASX:WGX) and Newmont (ASX:NEM) added 6% and 3.5% respectively, while on the other end JB Hi-Fi fell 3.4% and Wesfarmers (ASX:WES) lost 2.5%.What to watch today:Ahead of today's trading session, the SPI futures are indicating that the ASX will open the new week slightly down, predicting a 0.06% decline.In commodities, gold is trading down half a percent at 4004 USD per ounce. Crude oil is up 0.68% at 60.9 USD per barrel, and iron ore is trading up less than 0.1% at 105 USD per tonne.Trading Ideas:Bell Potter has updated its recommendation on Endeavour Group (ASX:EDV) from a Hold to a Buy after positive Q1 FY26 results suggest its retail sales trajectory is improving.And trading central have identified a bullish signal in New Hope Corporation (ASX:NHC), indicating that the price may rise from the close of $4.19 per share to the range of $4.40 to $4.46 per share over a period of 21 days, according to the standard principles of technical analysis.

Wall Street closed higher on Tuesday as investors bought back into the AI thematic ahead of the Fed's anticipated rate cut announcement at the conclusion of the FOMC meeting this week. The major averages reset record highs again on Tuesday with the Dow jones rose 0.34%, while the S&P500 gained 0.23% and the Nasdaq ended the day up 0.8%.In Europe overnight markets closed mixed as the UK's FTSE100 hit a fresh record high closing up 0.44% while the STOXX 600 fell 0.22%, Germany's DAX lost 0.12% and the French CAC ended the day down 0.27%.Across the Asia region on Tuesday, markets closed mostly lower as investors digested a new rare earths deal signed by U.S. President Donald Trump and Japan's new Prime Minister Senae Takaichi. Japan's Nikkei fell 0.58%, Hong Kong's Hang Seng lost 0.33%, China's CSI index fell 0.51% and South Korea's Kospi index retreated 0.8% on Tuesday.Locally on Tuesday, the ASX200 posted a 0.48% loss despite records set on Wall St on Monday and prospects of a trade deal between the US and China nearing fruition. The local market sell-off was due to heavy weights tumbling like WiseTech Global which plunged over 15.5% and CSL which also ended the day down over 15.5%.WiseTech Global (ASX:WTC) had investors fleeing yesterday after reports surfaced that the Australian Federal Police and ASIC allegedly raided the offices of the company in search of information related to share sales by the company's founder and several colleagues.CSL (ASX:CSL) tanked after downgrading guidance amid softer demand for influenza vaccines in the US and the company also announced it is delaying the demerger of Seqirus, its vaccine division, until market conditions improve.Investors also sold out of Liontown yesterday after the lithium miner released a quarterly update outlining a small increase in production but a sharp decline in sales and higher costs during the period.What to watch today:On the commodities front this morning oil is trading 2.25% lower at US$59.93/barrel, gold is down 0.65% at US$3955.58/ounce and iron ore is down 0.01% at US$105.56/tonne.The Aussie dollar has strengthened against the greenback to buy 65.89 US cents, 100.09 Japanese yen, 49.02 British pence and 1 New Zealand dollar and 14 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day up 0.17%.Trading Ideas:Bell Potter has increased the 12-month price target on Liontown Resources (ASX:LTR) from $1.15 to $1.30 per share and maintain a buy rating on the lithium producer following the release of the company's Q1 trading update including lithium concentrate production and sales that topped Bell Potter's expectations while revenue fell slightly short due to weaker realised prices and a delayed shipment.And Trading Central has identified a bullish signal on Universal Stores (ASX:UNI) following the formation of a pattern over the period of 259 days which is roughly the same amount of time the share price may rise from the close of $9.10 to the range of $11.80 to $12.50 according to standard principles of technical analysis.

Wall Street closed in record territory on Friday after cooler-than-expected inflation data in the U.S. boosted investor optimism that the Fed can continue on its rate cutting journey. The Dow Jones rose 1.01% to close at a record over 47,000 for the first time, while the S&P500 added 0.8% also at a fresh record and the Nasdaq rounded out the trifecta of records closing the day up 1.15%. September CPI in the U.S. came in at a rise of 0.3% taking annual inflation to 3%, below the 0.4% and 3.1% readings economists were expecting.In Europe on Friday markets closed higher as U.S. inflation came in lower than expected. The STOXX 600 rose 0.2%, Germany's DAX added 0.13%, the French CAC closed flat, and in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Friday, markets closed higher as reports surfaced that trade negotiations between the U.S. and China will resume this week. Japan's Nikkei rose 1.35%, South Korea's Kospi Index added 0.11%, and Hong Kong's Hang Seng gained 0.74%.The ASX200 posted a 0.15% loss on Friday as President Trump ended trade talks with Canada and negotiations with China failed to progress on Friday especially over rare earth supplies, causing investors to remain concerned over the instability of the global trade landscape.Mount Gibson Iron tanked over 25% on Friday after the Australian iron ore producer announced a significant rockfall event at the company's Koolan Island operations has forced the halt of production at the operation of the 80-year-old mine. What to watch today:On the commodities front this morning oil is trading 0.5% lower at US$61.50/barrel, gold is down 0.34% at US$4111.89/ounce and iron ore is flat at US$105.55/tonne.The Aussie dollar has strengthened against the greenback to buy 65.47 US cents, 100.02 Japanese yen, 48.84 British pence and 1 New Zealand dollar and 14 cents.Ahead of Monday's trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.3%.Trading ideas:Bell Potter has initiated coverage of Elsight (ASX:ELS) with a buy rating and a 12-month price target of $1.90 on the tech company that specialises in creating secure, continuous, and reliable communication solutions for unmanned systems like drones and robotics. Elsight is a buy  from Bell Potter's analyst because it provides a mission-critical communication platform for unmanned systems, positioning it as a pure-play enabler of the rapidly expanding global drone and defence markets. With strong validation from repeat OEM orders, accelerating sales investment, and a scalable, recurring-revenue model, ELS offers compelling growth and valuation upside.Trading Central has identified a bullish signal on New Hope Corporation (ASX:NHC) following the formation of a pattern over a period of 28-days which is roughly the same amount of time the share price may rise from the close of $4.00 to the range of $4.80 to $4.95 according to standard principles of technical analysis.

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Wall Street closed lower on Wednesday as investors assessed further updates out of Washington signalling dwindling progress on the trade front between the U.S. and China. The Dow Jones lost 0.71%, the S&P500 declined 0.53% and the Nasdaq ended the day down 0.93%.In Europe overnight markets in the region closed mixed as investors assessed corporate earnings results out in the region. The STOXX 600 fell 0.2%, Germany's DAX lost 0.74%, the French CAC declined 0.63% and, in the UK, the FTSE100 ended the day up 0.93%.Asia markets traded mixed on Wednesday as investors assessed key trade data out of Japan alongside the country's new leadership transition. For September, Japanese exports increased 4.2% YoY to snap four months of declines, however, the data came in lower than economists were expecting of 4.6% growth. Japan's Nikkei closed flat on Wednesday while Hong Kong's Hang Seng fell 0.94%, South Korea's Kospi Index rose over 1.5% and India's Nifty 50 ended the day up 0.1%.The local market closed the midweek session 0.71% lower as a materials sell-off of more than 3% weighed on gains among energy and tech stocks. The price of gold slumped over 6% overnight amid widespread profit taking and strength in the USD which spooked investors into panic sell mode out of gold miners on Wednesday. Genesis Minerals, Evolution Mining and Ramelius Resources each fell over 10% at the closing bell on Wednesday.Homewares retailer Adairs (ASX:ADH)  jumped 8.3% yesterday despite downgrading group sales forecast guidance for H1 to between $319.5m to $331.5m, down from the prior guidance of $324.5m to $336.5m, however margins were upgraded to the higher end of the forecast region at 59%-59.5%. Investors likely welcomed the pullback in promotional activity announced by the company amid moderated sales growth.And weaker-than-expected revenue and rising jet costs hit Air New Zealand (ASX:AIZ) yesterday with shares in the airline falling 1% after the company announced it expects to report a pre-tax loss between NZ$30m and NZ$55m for the first half. What to watch today:On the commodities front this morning oil is trading 4.25% higher at US$59.67/barrel, gold is down 0.52% at US$4103/ounce and iron ore is up 0.03% at US$105.53/tonne. The Aussie dollar has strengthened against the greenback to buy 64.92 U.S. cents, 98.64 Japanese yen, 48.51 British pence and 1 New Zealand dollar and 13 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down 0.17%.Trading Ideas:Bell Potter has downgraded the rating on Aeris Resources (ASX:AIS) from a buy to a hold and have raised the 12-month price target on the copper producer following the release of the company's September quarterly report including results meeting the analysts' expectations for lower 1HFY26 production. The reason for the downgrade is simply due to recent share price appreciation of the company.Trading Central has identified a bearish signal on Viva Energy (ASX:VEA) following the formation of a pattern over a period of 22-days which is roughly the same amount of time the share price may fall from the close of $1.74 to the range of $1.54 to $1.58 according to standard principles of technical analysis.

In the US overnight, Wall St closed trading mixed higher as investors responded to stronger-than-expected corporate earnings results out of key names like Coca-Cola and 3M. The Dow Jones is closed up 0.47%, the S&P500 is closed flat and the Nasdaq closed down 0.16%Across Europe overnight, markets closed higher led by strong gains for defence stocks in the region. The STOXX 600 rose 0.2%, Germany's DAX added 0.3%, the French CAC climbed 0.64% and, in the UK, the FTSE100 ended the day up 0.25%. The Asia markets closed mostly higher as Japan's first female Prime Minister was announced and investors continued to assess trade negotiations in the region. Japan's Nikkei rose 0.27%, South Korea's Kospi Index added 0.24%, Hong Kong's Hang Seng gained 0.76% and China's CSI index ended the day up 1.53%. The local market extended its green run this week into Tuesday's session with the key index gaining 0.7% at the closing bell driven by the materials sector after Australia and the US agreed to invest a combined US$3bn in critical minerals projects, as part of Prime Minister Albanese's visit to the White House. Gold reset its record yesterday topping US$4381/ounce for the first time which propelled local gold miners higher, while rare earths producers were bought into on the back of the US-Australia critical minerals deal.HUB24 (ASX:HUB) surged over 10% yesterday after platform funds under administration rose 8% over the September quarter to $122bn, while DroneShield (ASX:DRO) also rose 8.7% as investors bought back into the counter-drone technology company. What to watch today:On the commodities front this morning, oil is trading 0.7% higher at US$57.42/barrel, gold is down 5.56% at US$4116/ounce as the US dollar strengthened and profit-taking kicked in following the price of the precious commodity hitting a fresh record over US$4382/ounce on yesterday, and iron ore is up 0.14% at US$105.50/tonne. Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.5%. Trading ideas:Bell Potter has maintained its buy rating on HUB24 (ASX:HUB) and increased its 12 month target price from $125 to $135 off the back of better than expected Q1 FY26 results and significant market momentum. And Trading Central have identified a bullish signal in Super Retail Group (ASX:SUL), indicating that the price may rise from the current close of $17 per share to the range of $17.80 to $18 per share over a period of 21 days, according to the standard principles of technical analysis.

Wall Street started the new trading week in positive territory as investors looked toward a potential end to the government shutdown now in its 3rd week, and as Apple shares boosted tech stocks following an upgrade to a buy rating from Loop Capital. The Dow Jones rose 1.12%, the S&P 500 also climbed 1.07% and the Nasdaq ended the day up 1.37%.In Europe overnight markets closed mostly higher as defence stocks drove gains in the region. The STOXX 600 gained 1%, Germany's DAX added 1.9%, the French CAC climbed 0.4% and, in the UK, the FTSE100 ended the day up 0.5%.Across the Asia markets on Monday, it was a positive session as key economic data out in the region boosted investor sentiment. Japan's Nikkei rose 3.37% to a fresh record high, while China's CSI index added 0.53%, Hong Kong's Hang Seng climbed 2.52% and South Korea's Kospi index ended the day up 1.76%.China's Q3 GDP data out yesterday weighed on investor sentiment with the reading coming in at expansion of 1.1% over the September quarter, which exceeded analysts' expectations of 0.8% expansion, and over the 12-months to September the Chinese economy expanded 4.8% which met forecasts, signalling a material rebound in economic recovery post pandemic is potentially finally underway.The local market started the new trading week lower early on Monday before turning positive to post a 0.4% rise at the closing bell led by a rally for financials and REIT stocks on Monday.Neuren (ASX:NEU) shares took off yesterday with a gain over 4% after the pharmaceutical company announced it has received US FDA Fast Track Designation for its drug candidate NNZ-2591 for the treatment of Phelan-McDermid syndrome. Currently, there are no FDA-approved treatments for Phelan-McDermid syndrome which places Neuren at the forefront of care for this condition when the drug reaches commercialisation.Vehicle parts provider Bapcor (ASX:BAP) tumbled over 17.5% on Monday after the company reported a profit downgrade and disclosed a $12m pre-tax earnings hit due to challenging operating practices in its trade division.Deep Yellow (ASX:DYL) also dived over 18% after the uranium company announced the immediate exit of its Chief Executive, John Borshoff, and will be replaced by the company's CFO, Craig Barnes as acting CEO until a permanent appointment is made. What to watch today:On the commodities front this morning oil is trading 0.3% lower at US$57.47/barrel, gold is back in record territory with another gain of 2.72% to trade at US$4365.85/ounce and iron ore is down 0.2% at 105.35/ounce.The Aussie dollar has strengthened against the greenback to buy 65.16 U.S. cents, 98.18 Japanese yen, 48.5 British pence and 1 New Zealand dollar and 13 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.5%. Trading ideas:Bell Potter has reduced the 12-month price target on Beach Energy (ASX:BPT) from $1.25 to $1.10 and maintain a hold rating on the energy exploration and development company. The price target was decreased despite strong quarterly results because the medium-term earnings outlook worsened, with the analyst reducing EPS forecasts in FY27 (-18%) and FY28 (-9%) due to factors like unsuccessful exploration (e.g., Hercules-1) and ongoing high capex. The Hold rating was maintained as near-term production is steady and cash flow is expected to improve, but the longer-term growth and returns remain uncertain.And Bell Potter has initiated coverage of Austco Healthcare (ASX:AHC) with a buy rating and a 12-month price target of 55cps. AHC manufactures sophisticated nurse call systems, enterprise reporting and analytics tools, for the purpose of improving patient outcomes and reducing cost for healthcare organisations. AHC is rated a Buy by Bell Potter's analyst due to its strong revenue and earnings growth, underpin

Wall St closed higher across the key indices on Friday as investor hopes of easing trading tensions between the U.S. and China rose a day after credit concerns sparked a sharp selloff for U.S. regional banks. The S&P500 rose 0.53% on Friday while the Nasdaq added 0.52% and the Dow Jones ended the day up 0.52%.Across Europe on Friday markets closed lower amid credit concerns of bad debts looming across regional banks in the U.S. The STOXX 600 fell 0.95%, Germany's DAX lost 1.82%, the French CAC fell 0.18% and, in the UK the FTSE100 ended the day down 0.86%.Over the Asia markets on Friday, it was a mostly positive session as trade talks with the U.S. continue to make progress toward a sustainable solution. South Korea's Kospi index rose to a record high for a third day, ending the session up 0.01% while Hong Kong's Hang Seng fell 2.48% and India's Nifty 50 gained 0.48%.Locally on Friday the key index lost 0.81% to end a very volatile trading week triggered by increased trade war tensions between the US and China on Thursday, while the gold rally worked to offset some of the market losses.The price of gold hit yet another record high on Friday topping US$4350/ounce for the first time in history. This boosted local miners further into the green with Newmont (ASX:NEM) adding 3.32% while Northern Star (ASX:NST) gained 2.75% and Evolution Mining (ASX:EVN) ended the day up almost 2%.EROAD (ASX:ERD) tumbled over 33% on Friday after the company announced a restructure of plans to focus more on the ANZ market and step back from its North American expansion plans.Lynas (ASX:LYC) shares fell 5.7% on Friday amid increased investor concerns that easing tensions between China and the US over rare earth export controls could lead to a deal, potentially lowering rare earth prices and pressuring suppliers like Lynas. Comments from China's Ministry of Commerce suggesting openness to trade talks triggered the sell-off.What to watch today:On the commodities front this morning oil is trading 0.14% higher at US$57.54/barrel, gold is down 1.81% at US$4250/ounce and iron ore is down 0.2% at US$105.35/tonne.The Aussie dollar has strengthened against the greenback to buy 64.88 U.S. cents, 97.35 Japanese yen, 48.50 British pence and 1 New Zealand dollar and 13 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 reduced the 12-month price target on Avita Medical (ASX:AVH) from $1.50 to $1.20 and maintain a sell rating on the therapeutic acute wound care company following the release of the company's September quarter update including revenues down 12% on the PCP and the departure of the company's CEO. The analyst sees in the absence of a bid for the company, which remains highly uncertain, we maintain our Sell rating. FY25 revenues have been exceptionally poor capped off by the 3Q25 decline.And Trading Central has identified a bearish signal on Suncorp Group (ASX:SUN) following the formation of a pattern over a period of 15-days which is roughly the same amount of time the share price may fall from the close of $19.56 to the range of $18.50 to $18.80 according to standard principles of technical analysis.

Wall Street edged higher on Wednesday as strong earnings results out of the Bank of America and Morgan Stanley boosted the major averages into the green at the closing bell. The Nasdaq added 0.6%, the S&P 500 gained 0.4%, and the Dow Jones ended the day flat. Cooking oil stocks surged in the U.S. on Wednesday after President Trump threatened to cut off U.S. purchases of Chinese cooking oil.In Europe overnight markets closed mixed as luxury brands across the region led markets gains. The STOXX 600 rose 0.7%, Germany's DAX fell 0.1% and, in the UK, the FTSE100 ended the day down 0.3%.Across the Asia region on Wednesday, it was a sea of green despite renewed trade threats between the world's two largest economies. Japan's Nikkei rose 1.76%, China's CSI index added 1.48%, Hong Kong's Hang Seng gained 2.06% and India's Nifty 50 ended the day up 0.74%.Locally yesterday, the ASX200 posted a 1.03% rise on Wednesday as gains from the healthcare stocks, the major banks and gold miners boosted the key index to a positive finish.Telix Pharmaceuticals (ASX:TLX) soared over 15% yesterday after the radiopharmaceutical company released a positive Q3 trading update including a 53% increase YoY in unaudited revenue to US$206m, the receipt of full reimbursement for its Gozellix Product from the US Centres for Medicare and Medicaid Services, and the company raised its full year revenue guidance range to US$800 to US$820m from US$770 to US$800m.And the competition watchdog launched a probe into the merger between Southern Cross Media and Seven West Media due to concerns it may reduce competition in an already consolidated market.What to watch today:On the commodities front this morning oil is trading 0.15% lower at US$58.50/barrel, gold is up a further 1.51% at a fresh record US$4205.90/ounce and iron ore is down 1.2% at US$105.25/tonne.The Aussie dollar has strengthened against the greenback to buy 65.08 US cents, 98.45 Japanese yen, 48.77 British pence and 1 New Zealand dollar and 1 New Zealand dollar and 14 cents.Ahead of Thursday's trading session here in Australia the SPI futures are anticipating the ASX will open the day down just 0.04%. Trading ideas:Bell Potter has increased the 12-month price target on Jumbo Interactive (ASX:JIN)from $11.50 to $11.85 and maintain a hold rating on the digital lotteries business following the company's acquisition of Dream Car Giveaways for an enterprise value of $109.9m. The analyst sees the acquisition is another positive step in diversifying revenue and the hold rating is maintained due to risks in market share as new players enter the lotteries market and key competitors strengthen their offerings.And Trading Central has identified a bullish signal on Vicinity Centres (ASX:VCX) following the formation of a pattern over a period of 96-days which is roughly the same amount of time the share price may rise from the close of $2.54 to the range of $2.74 to $2.78 according to standard principles of technical analysis.

The US saw a volatile trading session overnight ultimately end mixed across the 3 major benchmarks. The S&P500 closed down 0.2% and the Nasdaq closed down 0.8%, although they had fallen as low as 1.5 and 2.1% throughout the day. The Dow Jones despite opening down 1.3% rallied to close up 0.4% - the volatility comes amid continuing trade tensions between the US and China.  Europe too saw a mostly a negative session ovvernight. The STOXX 600 fell 0.4%, Germany's DAX lost 0.62%, the French CAC fell 0.18% and the FTSE100 ended the day up 0.1%. Across the Asia region on Tuesday, markets closed mostly lower as China's Ministry of Commerce sanctioned five US-related units of Hanwha Marine Corporation in direct retaliation to the US' investigation of Chinese maritime, logistics and shipbuilding industries in a step backward in the trade negotiations. Japan's Nikkei fell 2.58% on Tuesday, while China's CSI index lost 1.12%, Hong Kong's Hang Seng fell 1.74% and India's Nifty 50 ended the day down 0.55%. The local market traded lower on Tuesday before closing the session up 0.2% as US-China trade negotiations showed signs of progression on Monday, Middle East tensions continued to ease, and the AI rally marched on in the US. NAB Business Confidence data for September came in at a rise to 7 index points for last month, up from 4 points in August, but short of the 9 points the market was expecting a rise to. The small rise though signals greater optimism from a business perspective in Australia following a mostly negative year on the sentiment front for businesses in FY25.Australian consumer confidence on the other hand weighed on the market gains yesterday as the latest ANZ-Roy Morgan consumer confidence survey unveiled sentiment weakened in October to a 1-year low.What to watch today:On the commodities front this morning, oil is trading 1.22% lower at US$58.83/barrel, gold is up 0.43% at US$4145/ounce and iron ore is up 0.75% at US$106.53/tonne.Ahead of Wednesday's trading session the SPI futures are anticipating the ASX will open the day up 0.83%.Trading Ideas:Bell Potter maintains its Buy rating on Uranium producer Paladin Energy (ASX:PDN) and has raised its target price from $10.30 to $11.35, off the back of record Q1 FY25 production as well as steady increases in the average realised Uranium price. And Trading Central have identified a bullish signal on CSL (ASX:CSL), indicating that the price may rise from the current close of $211 to the price range of $228-232 over a period of 37 days, according to the standard principles of technical analysis. 

Wall Street started the new trading week with a strong rebound after President Trump said trade relations with China will be fine, a few days after threatening massive tariff increases on the region. Investor sentiment eased and stocks surged as a result of Trump's message to start the new trading week higher. The S&P 500 added 1.56% on Monday while the Nasdaq climbed 2.21% and the Dow Jones ended the day up 1.29%.In Europe on Monday markets closed higher led by a mining rally as investors keep an eye on trade negotiations between the US and China. The STOXX 600 rose 0.44%, Germany's DAX added 0.6%, the French CAC climbed 0.21% and, in the UK, the FTSE100 ended the day up 0.16%.Across the Asia region on Monday markets closed lower as investors pulled back amid trade tension uncertainty between the world's largest two regions. China's CSI index fell 0.5%, Hong Kong's Hang Seng fell 2.04%, Japan's Nikkei lost 1.01% and South Korea's Kospi index ended the day down 0.72%.Locally to start the new trading week, investor sentiment was dented by Wall Street's Friday tumble and Trump's renewed tariff threats, which led to a broad sell-off on the ASX to start the new week with the key index ending the day down 0.94% in the worst session since mid-September.Gold scaled to a fresh record high again on Monday amid renewed macro and trade uncertainty which fuelled a buying frenzy among the gold miners on Monday with Northern Star (ASX:NST) and Ramelius Resources (ASX:RMS) rising over 1% each while Regis Resources (ASX:RRL) soared over 7%.Treasury Wine Estates (ASX:TWE) tumbled over 11% on Monday after the wine maker scrapped earnings guidance due to weaker-than-expected trading in China, with the company also halting its $200m share buyback which signals elevated trading uncertainty.Margin contraction hurt Fletcher Building (ASX:FBU) on Monday with shares in the company falling almost 2% after a trading update unveiled margin contraction in its heavy building materials volumes.What to watch today:On the commodities front this morning oil is trading 2.41% higher at US$59.64/barrel gold is up 2.3% at US$4105/ounce and iron ore is up 0.84% at US$105.74/tonne.The Aussie dollar has strengthened against the greenback to buy 65.21 US cents, 99.27 Japanese yen, 48.96 British pence and 1 New Zealand dollar and 14 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.3% tracking Wall Street's gains overnight. Trading Ideas:Bell Potter has raised the 12-month price target on COG Financial (ASX:COG) from $2.25 to $2.70 and maintain a buy rating on the diversified conglomerate of Australian distribution businesses following the announcement that the company will acquire a non-controlling interest in its subsidiary Fleet Network for a consideration of $23.9m.And Trading Central has identified a bearish signal on SGH (ASX:SGH) following the formation of a pattern over a period of 16-days which is roughly the same amount of time the share price may fall from the close of $47.80 to the range of $46.60 to $46.90 according to standard principles of technical analysis.

Wall Street tumbled on Friday in the worst session in months after Trump took to his social media platform to announce plans for a “massive increase in tariffs on China” amid rising trade negotiation tensions. The S&P500 fell 2.71%, the Nasdaq tumbled 3.56% and the Dow Jones ended the day down 1.9%.In Europe on Friday markets closed lower after Trump threatened heightened tariffs on China which threatens to disrupt the stability of the global trade landscape once again. The STOXX 600 fell 1.3%, Germany's DAX lost 1.4%, the French CAC declined 1.53%, and, in the UK, the FTSE100 ended the day down 0.9%.Across the Asia markets on Friday, it was mostly a sea of red as investors assess the state of trade and economic environments in the region. Japan's Nikkei fell 1.01% on Friday while Hong Kong's Hang Seng lost 1.84%, and China's CSI index ended the day down 1.97%. South Korea's Kospi index was the only market to close with a gain of 1.73% on Friday.The local market ended Friday's trading session with a 0.13% loss as a Gaza peace plan prospect through Israel implanting a ceasefire deal in the strip led to a selloff in gold and oil stocks, while iron ore miners also dipped on further price disputes between China and BHP.L1 Group (ASX:L1G) soared over 11% on Friday after Bell Potter increased the 12-month price target on the company by almost 30% to 90cps amid the stability of growing funds for L1, the increased scale of the combined group, the upside from further cost synergies between L1 Capital and Platinum under the new L1 Group and further acquisitions of teams to bolster the strength of the company.What to watch today:On the commodities front this morning oil is trading 4.24% lower at US$58.90/barrel, gold is up 1.02% at US$4015.59/ounce and iron ore is up 0.84% at US$105.74/tonne.The Aussie dollar has weakened against the greenback to buy 65.07 US cents, 98.83 Japanese yen, 48.58 British pence and 1 New Zealand dollar and 13 cents.Ahead of Monday's trading session the SPI futures are anticipating the ASX will open the day down 0.94%.Trading ideas:Bell Potter has increased the 12-month price target on Develop Global (ASX:DVP) from $5.10 to $5.40 and maintain a buy rating on the hybrid mining services and critical metals producer following the release of the company's updated DFS for its Sulphur Springs Zinc-Copper mining project. DVP's updated Sulphur Springs DFS shows a major uplift in project value (pre-tax NPV8% of $921m) driven by higher metal prices, increased plant throughput (1.5Mtpa), and a 19% reduction in operating costs. This enhances project economics and supports a valuation upgrade to $5.40/share.And Trading Central has identified a bullish signal on Universal Stores (ASX:UNI) following the formation of a pattern over a period of 247 days which is roughly the same amount of time the share price may rise from the close of $8.87 to the range of $11.50 to $12.20 according to standard principles of technical analysis.

The U.S. government shutdown continues into a tenth day, dragging the Dow to its worst session in almost a month. Europe's Stoxx 600, however, enjoys its longest week-to-week winning streak since August. We are live in Paris where the office of President Macron has pledged to pick his new prime minister – France's sixth in less than two years – by the end of today. The Israeli cabinet has ratified President Trump's ceasefire deal with Hamas which could see operations in Gaza suspended within 24 hours and Israeli hostages freed by the start of next week. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Wall St closed the midweek session back in record territory as investors overlooked the recent AI concerns and government shutdown and bought back into undervalued areas of the market. The S&P500 rose 0.58% to a fresh record close, the Nasdaq added 1.12% to also post a new record high and the Dow Jones ended the day flat. Investors also showed little reaction to the Fed's latest FOMC meeting minutes which were released overnight and covered the first rate cut out of the Fed for 2025.In Europe on Wednesday markets closed higher as investors welcomed tariffs proposed to be imposed on steel imported into the EU. The STOXX 600 rose 0.8%, Germany's DAX added 0.87%, the French CAC climbed 1.07% and, in the UK, the FTSE100 ended the day up 0.7%.Across the Asia region on Wednesday markets closed mixed while China, Hong Kong and South Korean markets remained closed for a holiday. Japan's Nikkei fell 0.45% on Wednesday while India's Nifty50 ended the day down 0.25%.Locally on Wednesday the ASX200 posted a 0.1% loss at the closing bell as declines in retail and tech stocks, the rate sensitive sectors, outweighed strength within the healthcare sector. Investor concerns around the sustainability of profits among AI providers was the key factor behind the tech pullback yesterday.James Hardie's (ASX:JHX) shares jumped 10% after better-than-expected Q2 sales, led by strong U.S. siding and trim performance. Stable distributor inventories and good cost control helped margins for the building materials maker. While new home construction is soft, renovation demand for premium materials remains resilient, highlighting how well-positioned companies can still perform despite ongoing sector challenges.The price of gold reached new heights on Wednesday topping US$4000/ounce for the first time in history which extended the recent rally for some local gold miners including Minerals260 (ASX:MI6) soaring over 10%, while investors took the chance to take some profits off the table from key gold miners like Northern Star (ASX:NST) and Newmont (ASX:NEM) following a prolonged period of share price appreciation.What to watch today:On the commodities front this morning oil is trading 1.07% higher at US$62.39/barrel, gold is up a further 1.24% at US$4035.14/ounce and iron ore is up 0.07% at US$104.29/tonne.The Aussie dollar has strengthened against the greenback to buy 65.88 US cents, 100.59 Japanese yen, 49.06 British pence and 1 New Zealand dollar and 14 cents.Ahead of Thursday's trading session the SPI futures are anticipating the ASX will open the day up a sharp 0.42%. Trading ideas:Bell Potter has initiated coverage of CAR Group (ASX:CAR) with a buy rating and 12-month price target of $42.20. The analyst has a Buy rating on CAR Group due to its strong global portfolio, consistent earnings growth, and exposure to underpenetrated markets with clear pathways for value creation. Trading at a 24% discount to peers, CAR offers an attractive risk-adjusted return profile compared to other ASX-listed classifieds like REA (ASX:REA) and SEEK (ASX:SEK).And Bell Potter maintains a Buy rating on Paladin Energy (ASX:PDN) and raises its price target to $10.30/share due to stronger uranium market fundamentals, stable ramp-up at Langer Heinrich Mine, and upward adjustments to cash and share estimates. The stock remains undervalued relative to peers, with further upside potential as its Patterson Lake South project is de-risked.

In the US, all 3 major indexes snapped their winning streaks with overnight slides. The Dow Jones fell 0.2%, the S&P 500 dropped 0.4%, and the tech heavy Nasdaq was hit the hardest, closing down 0.7% , largely spurred by Oracle (NYSE:ORCL) and Tesla (NASDAQ:TSLA) stocks losing steam. In Europe overnight, markets closed mixed on Tuesday as government shake ups weighed on key areas of the market, while a materials rally offset some weakness. The STOXX 600 lost 0.15% on Tuesday while Germany's DAX added 0.03%, the French CAC climbed 0.04% and, in the UK, the FTSE100 ended the day up 0.05%.  Across the Asia region on Tuesday, markets closed mixed in the region as chip-stocks saw volatility while Japanese government bonds rose to all-time highs. Japan's Nikkei closed flat on Tuesday, and India's Nifty 50 rose 0.12% while Hong Kong, China and South Korean markets were all closed for a holiday. The local market started the new trading week lower amid with a 0.27% decline on Tuesday amid lower trading volumes and a broad sell-off amongst the market. Gold miners offset some of the losses again yesterday with the price of the precious commodity once again soaring to new heights amid looming US interest rate cuts and the prospect of a prolonged US government shutdown driving demand for the safe-haven commodity. Australian Westpac Consumer Confidence data for October came in at a sharp decline of -3.5%, starkly different to the forecast rise of 3.1% as family finances weaken and economic uncertainty remains a concern. This weighed on the consumer discretionary sector yesterday as investors see falling consumer confidence as a sign of lower discretionary spend to come.Web Travel (ASX:WEB) shares jumped over 2.5% after the hotel B2B organisation spun out of WebJet Group announced it was on track to deliver record EBITDA for FY26, while Brisbane Broncos (ASX:BBL)shares fell 12.8% a day after climbing over 20% as investors took some profits from the winning NRL team's record close on Monday. What to watch today:On the commodities front this morning, oil is trading 0.24% lower at US$61.54/barrel, gold is up 0.63% at US$3987/ounce and iron ore is down 0.25% at US$104.22/tonne.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.04%. Trading Ideas:Bell Potter have maintained their buy rating on biotechnology company Mesoblast (ASX:MSB) and raised the price target to $4 per share, after recent developments that its flagship drug Ryoncil has received a brand new J-Code in the US, allowing hospitals broader access to reimbursement when ordering the drug, and therefore increased projected revenue for Mesoblast. Trading Central have identified a bullish signal in QBE Insurance Group (ASX:QBE), indicating that the share price may rise from the close of $21.20 per share, to the range of $22.30 to $22.60 according to the standard principles of technical analysis. 

Wall Street closed mostly higher on Monday as investor optimism increased for M&A as two major deals were announced for Comerica and AMD separately. The S&P 500 rose 0.4%, the Nasdaq gained 0.8% on Monday and the Dow Jones ended the day down 0.1%. AMD shares rose 23% on Monday after the company reached a deal with OpenAI to supply the leading AI generator with AI chips which could ultimately end up giving the ChatGPT maker a 10% stake in the chipmaker. Meanwhile, Comerica shares jumped 10% after Fifth Third Bancorp reached a deal to buy the fellow regional U.S. bank for US$10.9bn in an all-stock transaction.In Europe overnight, markets closed mostly lower with the STOXX 600 closing flat as did Germany's DAX closed flat, while the French CAC lost 1% after the country's new prime minister called it quits after less than a month, and, in the UK, the FTSE100 ended the day down 0.13%.Across the Asia region on Monday, markets closed mixed led by Japan's Nikkei soaring 4% to a fresh record after the country's ruling Liberal Democratic Party elected conservative Sanae Takaichi as its new leader, positioning her to become the country's first female Prime Minister. Elsewhere in the region, Hong Kong's Hang Seng fell 0.67% and India's Nifty 50 ended the day up 0.74%.Locally to start the new trading week the ASX200 closed just 0.07% lower as a tech and healthcare sell-off offset strength among the materials and utilities stocks.  Gold and copper spot prices reaching a record and 16-month high respectively buoyed local producers yesterday with the outlook for continued momentum for both critical metals to extend for some time to come.Brisbane Broncos (ASX:BBL) shares soared 27% on Monday to a record close after the club's 19-year grand final winning drought ended on Sunday with the team taking out the winning title for 2025.What to watch today: On the commodities front this morning oil is trading 1.5% higher at US$61.79/barrel, gold is up a further almost 2% to yet another record US$3962.58/ounce and iron ore is up 0.25% at US$104.36/tonne.The Aussie dollar has further strengthened against the greenback to buy 66.19 U.S. cents, 99.47 Japanese yen, 49.19 British pence and 1 New Zealand dollar and 13 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.16%. Trading Ideas:Bell Potter has resumed coverage of Northern Star Resources (ASX:NST) with a buy rating and 12-month price target of $30.00, up from $20.85 as the analyst sees NST as a stable, low-risk gold producer entering a phase of free-cash-flow harvesting in FY27 following the $1.5bn investment in the KCGM mill expansion from 12 million tonnes per annum to 27 million tonnes per annum.And Trading Central has identified a bullish signal on Ventia Services Group (ASX:VNT) 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 $5.24 to the range of $5.85 to $6.00 according to standard principles of technical analysis.

The U.S. government remains shut down but President Trump says his administration will use the opportunity to save money in key areas. Markets remain sanguine with the Stoxx 600 and the S&P 500 recording all-time highs. In Copenhagen, European leaders back the introduction of drone walls to block increasing Russian incursions. The bloc falls short of agreeing to use frozen Russian assets to help with the reconstruction of Ukraine. OpenAI unveils its latest partnership with South Korea's Samsung and SK Hynix, sending both companies' shares soaring. Meanwhile, we are live at Italian Tech Week in Turin where the CTO of Microsoft, Kevin Scott, tells us OpenAI is key to his firm's future. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ce matin, les marchés se réveillent crispés. Aux États-Unis, le spectre d'un shutdown menace de paralyser l'administration fédérale dès mercredi : pas de budget, pas de données macro, et une visibilité réduite pour la Fed comme pour les investisseurs. Conséquence directe : le dollar recule, les rendements obligataires se détendent, et l'or s'envole à un nouveau record historique. En Europe, la santé et la tech tentent de soutenir le STOXX 600, mais l'incertitude domine. Côté cryptos, rebond technique : Bitcoin, Ethereum et XRP regagnent du terrain, soutenus par la faiblesse du dollar et la perspective d'une régulation transatlantique renforcée.

Wall St closed higher on Tuesday as investors overlooked government shutdown fears to post an unusually strong month of September. The Dow Jones rose 0.18% to close at a fresh record high while the Nasdaq added 0.31% and the S&P500 ended the day up 0.41%.With a potential government shutdown looming, investors have been wary about a slowing labour market, the risk of stagflation and elevated stock valuation, so although government shutdowns aren't usually market-moving events, this time we could see market movements as a result. In Europe overnight, markets closed higher led by Germany's DAX rising 0.57%, while the STOXX 600 gained 0.5%, the French CAC climbed 0.19% and, in the UK, the FTSE100 ended the day up 0.54%. Across the Asia markets on Tuesday, markets traded mixed as the latest data out of China showed manufacturing activity contracted for a 6th straight month, with the manufacturing PMI index coming in at 49.8 points. While still in contraction mode, the reading was better than economists were expecting and the strongest reading since March. Japan's Nikkei fell 0.25%, and South Korea's Kospi index lost 0.19%, while China's CSI index gained 0.45%, and Hong Kong's Hang Seng rose 0.95%.The local market closed 0.2% lower on Tuesday following a lacklustre session on Wall St on Monday and investors digested comments out of RBA Governor Michele Bullock after Australia's central bank maintained the current cash rate at 3.6% for the next period. Materials and industrials stocks bucked the trend yesterday to close higher while energy stocks were the hardest hit amid declining oil prices.Ms Bullock said market services inflation remains sticky and has been a key sticking point for the RBA's rate journey over the last year adding to the difficult decisions made around Australia's rate outlook pathway. For this reason, the RBA was content in holding the cash rate at the conclusion of yesterday's meeting for the period ahead.Seven West Media (ASX:SWM) and Southern Cross Media (ASX:SXL) shares rose over 7% and over 6% respectively yesterday on news of a proposed merger between the Australian media giants, while Restaurant Brands New Zealand soared almost 60% after receiving a takeover offer from its majority shareholder, Finaccess Restauracion, a Mexican company.What to watch today:On the commodities front this morning, oil is trading 1.5% lower at US$62.51/barrel, gold is up 0.33% at yet another record US$3845.83/ounce and iron ore is trading 0.09% lower at US$105.35/tonne.The Aussie dollar has further strengthened against the greenback overnight to buy 66.16 US cents, 97.82 Japanese Yen, 49.17 British Pence and 1 New Zealand dollar and 14 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.12%. Trading ideas:Bell Potter has increased the 12-month price target on Pantoro (ASX:PNR) from $2.15 to $2.80 and maintain a hold rating on the diversified mining services group as shares have climbed 130% in one year but some key catalysts and tailwinds including the gold price and new contract wins, are driving a strong growth outlook for the company which led the analyst to increase the 12-month PT and maintain a hold.And Trading Central has identified a bearish signal on Infratil (ASX:IFT) following the formation of a pattern over a period of 54-days which is roughly the same amount of time the share price may fall from the close of $10.73 to the range of $9.40 to $9.70 according to standard principles of technical analysis.

Wall St closed higher on Friday after personal consumption price index, the Fed's preferred measure of inflation, came in as expected at 2.9% for the month of August. The major indices snapped a 3-day losing streak on Friday with the S&P500 rising 0.6%, while the Nasdaq added 0.44% and the Dow Jones ended the day up 0.65%, but for the week the key indices each posted a loss.In Europe on Friday markets closed mostly higher led by the French CAC and FTSE 100 rising 0.97% and 0.96% respectively while the STOXX 600 added 0.8% and Germany's DAX ended the day up 0.87%.Across the Asia region on Friday markets closed lower as investors assessed the 100% healthcare tariffs announced by Trump and continue to monitor trade tensions between the world's largest economies. Hong Kong's Hang Seng fell 1.35%, India's Nifty 50 declined 0.95%, Japan's Nikkei lost 0.87% and South Korea's Kospi index ended the day down 2.45%.Locally on Friday the ASX200 posted a 0.17% rise on Friday as a materials rally offset weakness among healthcare and utilities stocks.Healthcare stocks tumbled on Friday after President Trump announced 100% tariffs on pharmaceutical companies.Pro Medicus (ASX:PME), CSL (ASX:CSL) and Telix (ASX:TLX) dropped between 2% and 3% on Friday, and even Mesoblast (ASX:MSB) and Clarity Pharmaceuticals (ASX:CU6) were caught up in the sell off despite both companies confirming their products were exempt from the new tariffs.Vulcan Energy (ASX:VUL) jumped 15% on a new contract signing to the value of $179m with a consortium to develop and build a geothermal power plant in Germany, while IperionX (ASX:IPX) rose 5.4% after receiving an additional US$25m award from the US department of War to strengthen the country's defence strategy. What to watch today:On the commodities front this morning oil is trading 0.32% higher at US$65.19/barrel, gold is up 0.5% at US$3768/ounce and iron ore is down 0.09% at US$105.44/tonne.The Aussie dollar has strengthened against the greenback to buy 65.45 US cents, 97.92 Japanese yen, 48.91 British pence and 1 New Zealand dollar and 13 cents.Ahead of Monday's trading session, the SPI futures are anticipating the ASX will open the day up 0.24%Trading Ideas:Bell Potter has increased the rating on Pantoro Gold (ASX:PNR) from a sell to a hold and have raised the 12-month price target on the gold production and development company from $4.40 to $5.35 following the release of the company's FY25 results including a $112m turnaround from a $46m loss in FY24 to a $66m profit in FY25. PNR has demonstrated a step-change in cash generation and is on track for gold production growth YOY, as well as multiple production sources are now established, de-risking the outlook which led to the rating upgrades.And Trading Central has identified a bullish signal on Karoon Energy (ASX:KAR) following the formation of a pattern over a period of 19-days which is roughly the same amount of time the share price may rise from the close of $1.73 to the range of $1.87 to $1.91 according to standard principles of technical analysis.

Ce matin, les marchés naviguent à vue. En Europe, le STOXX 600 glisse vers un plus bas de 3 semaines, pénalisé par la santé et l'industrie. Le Royaume-Uni inquiète après une adjudication de gilts ratée, preuve que la confiance des investisseurs reste fragile. Christine Lagarde, de son côté, maintient le cap : l'inflation reste alimentée par l'énergie et les salaires, pas question de baisser la garde.Aux États-Unis, Jerome Powell souffle le chaud et le froid. Il reconnaît que le marché du travail ralentit, mais rappelle que l'inflation est encore trop élevée pour baisser franchement les taux. Ajoutons à ça une remarque sur des valorisations actions jugées « trop hautes »… et les indices prennent froid. Tout le monde attend maintenant le PCE, l'indicateur d'inflation préféré de la Fed, qui pourrait redistribuer les cartes dans les prochaines séances. Le dollar, lui, flambe : plus haut de 2 semaines.Côté santé / pharma, la tension monte. Eli Lilly attaque frontalement le Royaume-Uni, accusant sa politique de prix d'être la pire d'Europe. Les med-tech européennes reculent aussi après des enquêtes US sur les importations médicales. Aux États-Unis, la pharma reste mieux orientée que la tech, mais même ce secteur refuge pourrait être vendu si le PCE ressort trop élevé.

 Les bourses européennes ont clôturé en légère baisse hier, freinées par le ton jugé « trop » prudent de Jerôme Powell, président de la Réserve fédérale américaine, sur l'évolution des taux d'intérêts.La baisse des actions en Europe est toutefois restée limitée portée par les gains du secteur de la défense, suite au changement de ton du président américain sur l'Ukraine.Les valeurs du secteur de la défense en Europe étaient donc recherchées, l'indice des entreprises de l'aérospatiale et de la défense a pris plus de 1,3% en s'échangeant proche de son record touché le 16 septembre dernier.Au même moment, l'indice européen Stoxx 600 était en repli de plus de 0,10%.À Paris, les groupes français Thales et Safran étaient en hausse respectivement de près de 2% et 0,5%.A l'inverse, l'action Stellantis a accusé la plus lourde chute de la séance parisienne avec un recul de près 3% illustrant les difficultés persistantes du secteur automobile européen.Le secteur du luxe n'a pas été épargné, avec le recul du titre Hermès de 2,8%, confirmant les préoccupations des investisseurs sur la demande dans cette industrie, Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Wall St continued its slide overnight, with all 3 of the major indices closing in the red for the second straight day. Investors continue to pull back from the AI industry with Nvidia sliding 1% and Oracle nearly 2%, as concerns about overvaluation persist. The broader market closed down 0.28%, the Dow Jones fell 0.37%, and the Nasdaq ended the session down 0.34%, as the AI slide was countered by a nearly 6% surge for Intel, after Bloomberg reported the chipmaker is seeking an investment from Apple.Europe saw a mixed session overnight – the UK's FTSE and German DAX both saw overnight gains or 0.29% and 0.23% respectively, while the French CAC fell over half a percent, and the broader STOXX 600 closed down 0.19%.Locally yesterday, the ASX saw its worst trading day in 3 weeks, ending the session with a 0.92% decline. A large catalyst for the drop was ABS report that consumer prices rose 3.0% in the year to August, which was higher than economists had predicted – indicating that inflation remains sticky.  9 of the 11 major sectors closed lower, with only energy and utilities seeing gains, largely driven by a rise in oil prices. The financial sector took the biggest hit, especially the big 4 banks, which all slid between 1.5% and 3% on the day. What to watch today: Looking ahead to today, the SPI futures indicate the ASX continue to slide, predicting a 0.47% drop at the open.In commodities, Crude Oil is trading up 2.09% at 64 US dollars and 73 cents per barrel after Donald Trump ramped up his hawkish rhetoric against Russia, sparking concerns about supply limitations.Gold is trading down 0.62% at 3740 US dollars per ounce, and Iron or is trading flat at $105.50 per Tonne.Trading ideas:Bell Potter has maintained its buy rating on Regal Partners (ASX:RPL) and increased the target price from $3.55 per share to $4.10 per share, off the back of a report that the company's end of August funds under management (FUM) reached $19.2billion, which beat forecasts.Trading Central have identified a bearish signal in Champion Iron (ASX:CIA), indicating that the stock price may fall from the close of $4.59 per share to the range of $3.30 to $3.50 per share over a period of 101 days, according to the standard principles of technical analysis.

In the US overnight Wall St closed lower as investors pulled back from the recent AI run on comments made by Fed Chair Jerome Powell around equity prices being highly valued at present. The S&P500 closed 0.55% lower in afternoon trade, while the Nasdaq saw the biggest fall of 0.95%, and the Dow Jones is closed 0.19% lower so far on Tuesday.In Europe overnight it was a different story with markets closing in the green following the record strength on Wall St on Monday. The STOXX 600 rose 0.4%, Germany's DAX added 0.36%, the French CAC climbed 0.54% and, in the UK, the FTSE100 ended the day flat.Across the Asia region on Tuesday, markets closed mostly higher buoyed by a tech rally in the region after Nvidia announced a partnership with OpenAI. Taiwan's Taiex index rose 1.42% to a record high, while South Korea's Kospi index climbed 0.51%, Hong Kong's Hang Seng fell 0.99% and India's Nifty 50 ended the day down 0.13%.The local market started the new trading week with an extension of last week's rally as investor optimism has been boosted by strength on Wall St and the gold price soaring to new records which has boosted gold stocks to new heights. On Tuesday, the ASX200 posted a 0.4% gain at the closing bell as financial and materials stocks led the day's winning sectors.Myer (ASX:MYR) plunged over 30% on Tuesday after the department store giant released its FY25 results including a slight sales increase, but investors were more focused on responding to the 13.8% decline in EBIT while NPAT fell 30% YoY to $36.8m. The company also reported gross margins for Myer DS down 65bps due to a mix change toward concessions and promotional activity, and reported a statutory net loss of $211.2m primarily due to the acquisition of Premier Investments' apparel brands in January.Telix Pharmaceuticals (ASX:TLX) rallied a further 6% yesterday after announcing that the US Centres for Medicare & Medicaid Services has granted Transitional Pass-Through (TPT) payment status for Telix's Gozellix drug candidate which is the company's next-generation PSMA-PET imaging agent for prostate cancer.What to watch today:On the commodities front this morning, oil is trading 1.97% higher at US$63.50/barrel, gold is up 0.84% at US$3778/ounce and iron ore is flat at US$105.49/tonne.Ahead of Tuesday's trading session, the SPI futures are anticipating the ASX will open the day down 0.35% tracking Wall Street's slide overnight.Trading ideas:Bell Potter has maintained its hold rating on Technology One (ASX:TNE) and lifted its target price from $35.75 per share to $38.22 per share, ahead of its annual showcase event where the company's new products and developments will be highlighted.And Trading Central have identified a bullish signal in Navigator Global Investments (ASX:NGI), indicating that the stock may rise from the close of $1.20 to the range of $2.43 to $2.51 over a period of 21 days, according to the standard principles of technical analysis.

Wall Street started the new trading week with some fresh records as big names like Nvidia boosted investor optimism about the future of AI. The S&P500 rose 0.44% to hit a fresh record high at the close while the Nasdaq jumped 0.7% and the Dow Jones ended the day up 0.14%. Nvidia shares rose 3.9% on Monday after announcing a partnership with OpenAI through the investment of $100bn to build out data centres. Across European markets overnight it was mostly a sea of red as investors continue to assess President Trump's visa crackdown. The STOXX 600 fell 0.5%, Germany's DAX lost 0.48%, the French CAC fell 0.3% and, in the UK, the FTSE100 ended the day up 0.11%.Across Asia markets on Monday, markets closed mixed as investors in the region also responded to Trump's hefty H-1B visa fees. Indian tech stocks fell overnight 3% in response to the newly imposed visa fees, while Japan's Nikkei rose 0.99%, Hong Kong's Hang Seng fell 0.76%, and South Korea's Kospi index gained 0.68%.Locally to start the new trading week, the ASX200 posted a 0.43% gain amid a boost in commodity prices driving a rally for materials stocks, especially in the form of gold after the price of the precious metal hit yet another fresh recover overnight over US$3700/ounce.Regis Healthcare (ASX:REG) shares plunged 26% on Tuesday after the company warned that the Federal Government's 4.7% funding increase for aged care was below expectations and won't cover rising staff costs, creating a funding gap. As a result, Regis downgraded its earnings outlook, guiding to only modest EBITDA growth (3–7%) for FY2025, disappointing investors and sparking a sharp sell-off on Monday.What to watch today:On the commodities front this morning oil is trading 0.13% lower at US$62.32/barrel, gold is up a further 1.71% to a fresh record US$3747/ounce and iron ore is trading 0.05% at US$105.49/tonne.The Aussie dollar has strengthened against the greenback to buy 66.02 US cents, 97.50 Japanese yen, 47.06 British pence and 1 New Zealand dollar and 12 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day up 0.19% tracking Wall Street's gains overnight. Trading ideas:Bell Potter has initiated coverage of Generation Development (ASX:GDG) with a buy and a 12-month price target of $8.20. Generation Development Group (GDG) is a financial services company that offers a range of tax-effective investment solutions, annuities, managed accounts and research services. The analyst sees GDG as a Buy due to its transformative earnings growth, strategic acquisitions, strong managed accounts positioning, supportive regulatory tailwinds, and a major vote of confidence from BlackRock, all pointing to a long runway for scalable, high-margin growth.And Trading Central has identified a bullish signal on Acrow (ASX:ACF) following the formation of a pattern over a period of 337-days which is roughly the same amount of time the share price may rise from the close of $1.06 to the range of $1.30 to $1.36 according to standard principles of technical analysis.

This episode delves into the world of European dividends and the specialized futures and options markets used to trade them. Host Mark Longo is joined by Dr. Russell Rhoads (Indiana University), Lorena Dishnica (Head of Dividend Products, Eurex), and Sahand Taghizadeh (Head of Investable Stocks Benchmarks, STOXX). Key Differences: Unlike the U.S. with its quarterly payments and buyback culture, Europe favors annual dividends, with a "dividend season" in spring/summer. Dividend Futures: Eurex pioneered a listed market for dividend derivatives in 2008. These products allow traders to isolate and hedge dividend risk, which is a key need for banks that issue structured products. Analyzing the Market: The most liquid contracts are the annual Decembers. They can be used to gauge the market's fundamental outlook, as their prices are sensitive to corporate cash flow forecasts and macroeconomic events. The Curve: The European dividend futures curve often shows a downward slope, known as backwardation, reflecting the heavy hedging activity. Listener Question: A listener asks about smaller contract sizes. While dividend futures are not yet micro-sized, the options on them offer a way for traders to manage their capital commitment.

The US overnight saw a decline with all 3 of the major indexes closing in the red, as investors take some profits ahead of the Fed's highly anticipated rate decision. The S&P500 closed down 0.13%, the Nasdaq fell 0.07% and the Dow Jones saw the biggest decline, ending the day down 0.27%Across European markets overnight it was a sea of red with the STOXX 600 falling 1.2%, while Germany's DAX tumbled 1.8%, the French CAC fell 1% and, in the UK, the FTSE100 ended the day down 0.88%. Asian markets closed Tuesday's session higher as progress on trade talks between China and the US continued to boost investor sentiment for a second session in the region. Japan's Nikkei rose 0.3% to top 45,000 index points for the first time ever, while South Korea's Kospi index rose 1.24% to also reset its record high, India's Nifty 50 also gained 0.68% and Hong Kong's Hang Seng ended the day flat. The local market started the new trading week lower before recovering ground to close 0.28% higher on Tuesday as a surge in energy and discretionary stocks offset weakness among healthcare stocks. Investors welcomed comments out of the RBA on Tuesday signalling Australia's central bank has nearly achieved its inflation goal, successfully bringing inflation close to target while maintaining low unemployment and easing cost-of-living pressures, with wages now outpacing prices.Super Retail Group (ASX:SUL) fell 4.3% on Tuesday after the managing director and CEO was let go over a personal event.What to watch today:On the commodities front this morning: Oil is trading 1.92% higher at US$64.52/barrelGold is up 0.3% at US$3689/ounce Iron ore is up 0.1% at US$105.42/tonneAhead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.45% tracking Wall Street's sell-off on Tuesday.Trading ideas:Bell Potter have maintained their buy rating on gold miner Alkane Resources (ASX:ALK), and increased their 12-month target price to $1.45 per share off the back of its recently completed merger with Canadian listed gold producer Mandalay Resources. At it current share price  of around $1 per share, this implies a 45% share price growth in a year. And Trading Central have identified a bullish signal in Universal Store Holdings (ASX:UNI), indicating that the share price may rise from the close of $8.50 per share to the range of $11.20 to $11.80 per share over a period of 229 days according to the standard principles of technical analysis. 

Las acciones suben, se mantiene estable el dólar y caen rendimientos de los bonos tras datos de precios de producción en Estados Unidos. En tasa intermensual caenen agosto un 0,1%. Lo mismo la subyacente. La interanual es del 2,6% frente al 3,3 esperado. Lectura: el impacto de los aranceles en precios y márgenes empresariales parece, de momento, limitado. La referencia mantiene perspectivas de recortes de tipos. Por otro lado, la incertidumbre geopolítica eleva los precios del petróleo y mantien al oro cerca de máximos históricos. La tecnología brilla con Oracle. En Europa, el STOXX 600 sube un 0,3%. Protagonistas Inditex con resultados y Novo Nordisk con recortes de plantilla. Analizamos el mercado con Enrique Zamácola, de WIO Capital. En Bolsa española, y dentro del Ibex lideran avances Inditex, ACS y Solaria. Puig, que cotiza cuentas, IAG y Naturgy, los que más pierden.

Las bolsas suben, con las crecientes expectativas de un recorte de tipos por parte de la Reserva Federal estadounidense contrarrestando la incertidumbre política en Francia tras el colapso del Gobierno. El índice europeo STOXX 600 gana un 0,15%, mientras que las acciones asiáticas sumaron un 0,9%. Las acciones francesas se apuntan un 0,4%, mientras que sus bonos están tranquilos. Esta hora estamos pendientes de revisiones en datos de creación de empleo en Estados Unidos. Nebius, CleanCore Solutions, Fox Corp, Wolfspeed y UnitedHealth son algunos de los valores protagonistas. Nos analiza el mercado José Francisco Ibáñez, de Tressis. En Bolsa española, Acerinox, Merlin Prop e IAG son los mejores en Ibex 35. Las mayores pérdidas están en Solaria, Indra y Grifols.

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.

Que vont devenir les bâtiments des grands magasins Cora? Les murs avaient été repris par Mitiska REIM. Les surfaces seront divisées. Argenx va intégrer l'indice boursier européen Euro Stoxx 50. Qu'est-ce que cela va changer pour la biotech belge? Nous verrons cela avec Charles Regnier. Autre bonne nouvelle pour le secteur biotech en Wallonie, BiOkuris enregistre des résultats exceptionnels pour une étude clinique. Elle cherche un partenaire pour commercialiser sa molécule qui soigne le côlon irritable. Le Brief, le podcast matinal de L'Echo Ce que vous devez savoir avant de démarrer la journée, on vous le sert au creux de l’oreille, chaque matin, en 7 infos, dès 7h. Le Brief, un podcast éclairant, avec l’essentiel de l’info business, entreprendre, investir et politique. Signé L’Echo. Abonnez-vous sur votre plateforme d'écoute favorite Apple Podcast | Spotify | Podcast Addict l Castbox | Deezer | Google PodcastsSee omnystudio.com/listener for privacy information.

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.

In the US, Wall Street was closed on Monday due to the Labour Day public holiday.In Europe, markets closed generally higher, spurred by a boost in the defence sector. The Stoxx 600 closed up 0.17%, the FTSE gained 0.1%, the French CAC advanced 0.05% and the German DAX was the biggest gainer at 0.57%.Locally yesterday, the ASX200 closed 0.51% lower with the majority of the key sectors in the red. Information Technology saw the biggest drop, closing down 2.65%, while on the other end consumer staples saw the biggest gain, closing up 0.35%. What to watch today:Ahead of today's trading session, the SPI futures are suggesting the ASX will open the day down 0.09%.In commodities, Crude oil is up 0.97% to 64.63 US dollars per barrel. Gold is up 0.78% to 3476.08 US dollars per ounce, around $23 shy of its all time high.While iron ore is trading lower, down 1.8% to 101.65 US dollars per tonne.Australia's current account and export figures for Q2 are out at 11:30am AESTWe'll see earnings reporting from Bellevue Gold (ASX:BGL), while Northern Star Resources (ASX:NST) and Santos (ASX:STO) are set to go ex-dividend, which can often cause a drop in the share price of the dividend amount. Trading Ideas:Bell Potter has maintained its buy rating on Iron Ore miner Fenix Resources (ASX:FEX) and increased the 12 month target price to $0.65, off the back of its new binding agreement with Sinosteel Midwest Corporation granting it the exclusive right to mine and export 290 megatonnes of iron ore over 30 years at SMC's Weld Range Iron Ore project.Trading Central have identified a bearish signal in Breville Group (ASX:BRG), indicating that the stock price may fall from the close of $32.88 to the range of $28.10 - 29.00 over a period of 28 days according to the standard principles of technical analysis. 

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.

Wall Street closed higher on Tuesday as investors assessed Trump's latest moves and await key earnings results out of Nvidia. The S&P500 rose 0.41%, the Dow Jones gained 0.3% and the Nasdaq ended the day up 0.44%.In Europe overnight, markets closed lower as global investors assessed Trump's latest moves in attempt to intervene with the running of the US Federal Reserve. The STOXX 600 lost 0.83%, Germany's DAX fell 0.4%, the French CAC declined over 2% and, in the UK, the FTSE 100 ended the day down 0.7%.Across the Asia region on Tuesday, markets mostly fell as investors in the region also weighed Trump's latest moves both on the Fed and tariff fronts. Trump reportedly warned of ‘200% tariffs or something' on China if it does not export rare-earth magnets to the U.S. China's CSI index fell 0.4%, Hong Kong's Hang Seng dropped 1.18%, Japan's Nikkei declined 0.97% and South Korea's Kospi index ended the day down 0.95%.The Australian share market dropped 0.41% on Tuesday, following global weakness after Donald Trump threatened higher tariffs over digital services taxes and called for the removal of Fed governor Lisa Cook.We are at the tail end of reporting season now with a few key themes emerging as we head into FY26 including cost management being the key to margin maintenance, the foundations are set for a stronger FY26 through headwinds easing and dividends signalling stability heading into the new financial year.Yesterday, Coles Group (ASX:COL) reported a solid FY25 that beat expectations with strong outlook for FY26 which sent the share price of Australia's major supermarket giant up over 8.5%.Web Travel (ASX:WEB) tumbled over 7.5% on Tuesday after providing a trading update that signalled softer-than-expected results in the first half despite strong FX tailwinds experienced in the half.And mining giant Fortescue (ASX:FMG) tumbled over 2% after FY25 results reflected the weaker iron ore market during the last financial year including NPAT falling over 40% and the company slashed its dividend to the lowest level in 7-years.What to watch today: Gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.On the commodities front this morning, oil is trading 2.32% lower at US$63.30/barrel, gold is up 0.54% at US$3385/ounce and iron ore is down 0.07% at US$101.53/tonne.The Aussie dollar has strengthened against the greenback to buy 64.96 US cents, 95.72 Japanese Yen, 48.45 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session here in Australia the SPI futures are anticipating the ASX will open the day up 0.53%.Trading ideas:Bell Potter has increased the 12-month price target on Propel Funeral Partners (ASX:PFP) from $5.50 to $5.90 and maintain a buy rating on the full-service funeral provider following the release of the company's FY25 results including revenue growth of 7.9% and average revenue per funeral rising 1.3%. The company has also had a very strong start to the new financial year which has driven the price target increase.And Trading Central has identified a bullish signal on Collins Food Group (ASX:CKF) following the formation of a pattern over a period of 46-days which is roughly the same amount of time the share price may rise from the close of $9.76 to the range of $12.10 to $12.60 according to standard principles of technical analysis.

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.

Je hoeft nooit te wachten tot je Bitcoins mag kopen. Dat kan 24 uur per dag, 365 dagen per jaar. Maar voor Amsterdam Bitcoin Treasury Strategy mag je gewoon wachten totdat het Damrak open gaat. Toch is AMBTS niets meer dan een pot Bitcoins, in het leven geroepen door cryptoplatform Amdax. De ambitie is om 1 procent van alle Bitcoins op te kopen en ze vervolgens op de Amsterdamse beurs te laten verhandelen door pensioenfondsen en andere institutionele beleggers die formeel geen toestemming hebben om hun geld in cryptovaluta te steken. Puik idee? Laat idee? Zoveelste voorbeeld van cryptopotten, waarvan er al honderden bestaan op aarde? Of toch een voorbeeld van de democratisering van de cryptomarkten? U mag het zeggen. Verder praten we over Apple, dat marktaandeel verliest aan Samsung in de VS. De vouwbare telefoons zijn hot en de iPhone verliest terrein. Moet Apple ook in de vouwtelefoons stappen? En waar blijft die AI-strategie eigenlijk? Robbert Manders van Antaurus Europe Fund buigt zich over de strategie van de reus uit Cupertino. Ook bespreken we het voorzichtige herstel van zowel Adyen als Novo Nordisk. Beide brekebeentjes hebben de wind in de rug. Adyen krijgt misschien lagere koersdoelen, maar de koopadviezen van analisten blijven staan. En Novo Nordisk ziet het zoveelste multifunctionele medicijn: afslankprik Wegovy is goedgekeurd voor een heftige leveraandoening. Tot slot valt ook het woord 'AI' weer in de uitzending. Dat ligt niet aan ons. Sam Altman van OpenAI zegt namelijk dat zijn sector zich in een bubbel bevindt. Of ChatGPT dat met hem eens is, laat zich raden. See omnystudio.com/listener for privacy information.

The U.K. economy grows more than expected in the second quarter, offering some much-needed respite to Chancellor Rachel Reeves. President Trump holds productive talks with European leaders in the build up to Friday's Alaska summit, with the U.S. leader issuing a stark warning to Moscow if it does not agree to a peace deal in Ukraine. Meanwhile, Europe's Stoxx 600 hits a two-week high while the S&P 500 and Nasdaq close at all-time records, as markets price in a 100% chance of a Fed cut next month.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Europe and Ukraine have set their own ceasefire terms ahead of Trump-Putin talks, while the White House reportedly weighs inviting Ukraine's President to Friday's Alaska summit. Meanwhile, European markets are poised to start the week on an upbeat note with the Stoxx 600 coming off its best weekly gains in 3 months, as investors brush off any remaining tariff uncertainty. In the chip space, Nvidia and AMD reportedly agree to give the U.S. government 15 percent of China chip sales in exchange for export licenses, in a potentially unprecedented trade-off.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

President Trump promotes CEA chair and tariff supporter Stephen Miran to the Fed's board of governors praising his expertise in global economics. The STOXX 600 achieves its biggest one-day rise in almost two weeks with European corporate earnings offsetting any potential tariff fallout. Futures are also set to finish the week strongly. The BoE narrowly votes to slash interest rates to a two-year low after an unprecedented deadlock among committee members. Governor Andrew Bailey tells CNBC the UK rate path remains opaque.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

S&P futures are pointing to a higher open today, up +0.3%, supported by trade deal momentum. Asian equities rallied Wednesday, led by Japan's Nikkei, which surged +3.5% on the back of a U.S.-Japan trade deal announcement. European markets are also trading firmly higher, with the STOXX 600, DAX, and CAC up near +1%. The U.S. and Japan reached a trade deal reducing tariffs to 15% on various goods, including autos. Japan will boost rice imports by 75% and purchase $8B in U.S. agricultural and other products. Defense spending with U.S. firms will increase to $17B annually. Japan also committed $550B in U.S. investments, with the U.S. receiving a 90% profit share.Companies Mentioned: Boeing, Morgan Stanley, ConocoPhillips

S&P futures are pointing to a slightly higher open today, up +0.1%. Asian markets had a mixed session on Thursday. The Hang Seng dropped (0.6%) amidst weakness in property stocks while Japan's Nikkei dipped as uncertainty around trade talks weighed on sentiment. European markets are broadly higher in early trades, with the STOXX 600 up +0.3% and the FTSE 100 leading at +0.5%. President Trump announced a trade deal with Vietnam, imposing a 20% tariff on exports to the U.S. and 40% on transshipments, reduced from an earlier proposed 46%. The U.S. will face zero tariffs on exports to Vietnam, though specifics on product groups and transshipment provisions remain unclear. Companies Mentioned: Old Point Financial, Apollo Global Management, TripAdvisor

A firmer start to the week Stateside, ES +0.4%, as markets focus on the progress of Trump's Bill; however, Europe is more contained, Stoxx 600 +0.1%, as the reciprocal deadline nears.US Senate voted to begin debating the Reconciliation Bill; vote-a-rama not expected to start until 09:00ET today, as such the House will not vote until Wednesday at the earliest, via Fox's Pergram.DXY has kicked off week-, month-, quarter- & H1-end on a mildly negative footing, though the magnitude of this has dissipated across the morning. EUR contained, JPY outperforms, GBP softer.Fixed benchmarks were contained overnight before EGBs picked up on numerous German data points.Crude benchmarks are in the red but only modestly so, updates continue on the geopolitical front, with Trump saying he is not offering Iran anything.Looking ahead, highlights include US Chicago PMI, Speakers including ECB's de Guindos & Lagarde, Fed's Bostic & Goolsbee.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

S&P futures are pointing to a strong open today, up +0.7% following the de-escalation signals in the Middle East. European equity markets are surging in early trades with the German DAX up +1.8% and STOXX 600 up +1.2%. Asian markets also closed sharply higher today with notable performances in Greater China and Japan. Israel and Iran have agreed to a ceasefire, confirmed by Israeli Prime Minister Benjamin Netanyahu, marking an end to hostilities after initial confusion over timing. The White House stated the agreement includes a 12-hour ceasefire, after which the war will be considered ended if calm persists. Companies Mentioned: Meta, First Financial Bancorp, Westfield Bancorp

S&P futures are pointing to a slightly higher open today, up +0.2%. European equity markets are under pressure in early trades, with the STOXX 600 down (0.7%). Asian equities closed lower across the board, with South Korea leading the losses, while Taiwan, Japan, and Hong Kong also slipped. Market attention is centered on the U.S., particularly the potential passage of Trump's tax bill before the Memorial Day break. Key concerns include whether the bill will increase the budget deficit beyond levels that could pressure long-dated Treasury yields.Companies Mentioned: Honeywell, Nike, Freddie Mac, Fannie Mae

S&P futures are pointing to a flat open, up 0.1%. European equity markets are mostly weaker, with the STOXX 600 down 0.2%. Asian equities had a mixed session, with the Hang Seng rebounding sharply, while Japan and Australia saw losses. The U.S. Commerce Department announced a revision of AI chip export rules, rescinding regulations that were set to take effect in May due to concerns over stifling innovation, regulatory burdens, and strained diplomatic ties. Companies Mentioned: Tesla, TXO Partners

S&P futures are pointing to a higher open, up +0.2% as market sentiment is buoyed by optimism over potential relief on U.S. auto tariffs. Asian equities were mixed, with solid gains in Australia and South Korea, while Greater China markets and the Hang Seng edged lower. European equities are mostly higher, with the STOXX 600 up +0.2% and German DAX up +0.5%. Market focus has shifted to corporate earnings and significant economic data releases. S&P 500 Q1 earnings are expected to show solid growth, but forward guidance has been largely negative. Earnings and macro data remain centered on the impacts of tariffs.Companies Mentioned: Amazon, Ford, Flotek Industries

S&P 500 was slightly up 0.04%. Asian equity markets were under pressure on Wednesday, with Japan and Taiwan performance particularly weak. Nikkei went down 3.93%, Hang Seng up 0.68%, Shanghai Composite +1.31%. European equity markets opened broadly lower, with STOXX 600 down 3 percent and FTSE 100 up 2.6%. Press declared US reciprocal tariffs came into effect with the clock moving past the 12:01 am ET deadline as stated by the White House. Most of the attention is on the highest tariff rate of 104% imposed on China. No further reaction came from Beijing so far though yesterday's backlash continued to reverberate. Full effects may take some time to filter through as goods already in transit as of midnight will be exempt as long as they arrive in the US by May 27th. Companies Mentioned: Apple, KKR, Assura, META

Bloomberg's Nathan Hager breaks down the recent market volatility with Morgan Stanley's Mike Wilson and Bloomberg Opinion contributor Mohamed El-Erian. Global stocks steadied from a selloff and US stock futures signaled a Wall Street bounce, as Bloomberg News reported President Donald Trump will meet with top business executives later in the day. Contracts for the Nasdaq 100 rose 0.5% after the index’s deepest slump since 2022, while those on the S&P 500 climbed 0.4%. Tesla Inc. shares rose in premarket trading after Monday’s 15% slide while other tech names including Nvidia Corp. also edged higher. In Europe, the Stoxx 600 index was steady while earlier, Asian shares bounced off an intraday five-week low.There was relief for other risk assets too, as Bitcoin stabilized after a five-day selloff and oil prices notched a small bounce from Monday’s drop. However, concerns over the once unstoppable resilience of the US economy continue to support Treasury markets, with 10-year yields edging lower again on Tuesday. The dollar index slid 0.3%.See omnystudio.com/listener for privacy information.