Market Review
Listen to our Special Webinar where our CEO Angus Geddes with COO Patrick Ganley discussed key macro and market events in the week. Topics Discussed: S&P500 testing key support and 50d moving average Nasdaq 100 also testing the primary uptrend WTI Crude oil correcting following breakout HSTECH tracing out a bottom Share The Webinar Related […]
Knock, knock
Listen to our Special Webinar where our CEO Angus Geddes with COO Patrick Ganley and Equity Analyst Andre Obierez discussed key macro and market events in the week. Topics Discussed: NASDAQ 100 First serious test of the uptrend US 10yr Bond Yields US loses top AAA credit rating from Fitch A$ spot gold prices ASX […]
Financial Year Wrap
Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Topics Discussed: Australian market – FY23 wrap, home loans, rate hike, US – FOMC minutes, bond yields, home sales USD, Crude Oil China – Services PMI, CSI 300 And many more Share The Webinar […]
Market Update
Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Topics Discussed: Business Collapses in Australia RBA Cash Rate and Inflation Australian home loans US bond yields, S&P500, USD, Gold,… Share The Webinar Related Posts Someone is buying Never Forget The Catch
In better health
Sonic Healthcare (ASX: SHL) Although Sonic Healthcare shares have pulled back from 52-week highs, they have staged a nice ascent in 2023 and we believe the recovery has much further to go, with a solid fundamental outlook. The earnings ‘hole’ from lapping those bumper results amid the pandemic has faded and we foresee a robust […]
Speedbump
Domino’s Pizza Enterprises (ASX: DMP) Shares in master franchisee – and largest franchisee outside the US – Domino’s Pizza Enterprises (ASX.DMP) continued to be under greater pressure after the release of a ‘strategy update’ wherein management will streamline operations but also exit some unprofitable markets. To be fair, this move was not a complete surprise […]
Mobile bill pain for consumers is Telstra’s gain
Telstra (ASX: TLS) Telstra shares have been strong gainers year-to-date, extending gains from 2022 thanks to several factors, spearheaded by positive financial traction and the increase in dividends. In our view, there is significant optionality for the monetisation of the InfraCo business, although we may have to wait until late 2023 or beyond for a […]
Market update
Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Topics Discussed: Weekly action in the major global indices. Australian inflation and rate hike Bulls vs bears Big tech valuations US Bonds, USD and Gold Share The Webinar Related Posts Someone is buying Never Forget The Catch
Debt Ceiling
Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Topics Discussed: Debt Ceiling Global Market Performance 2022 vs 2023 Overvalued tech stocks US rate hike, Gold and USD New Zealand inflation Update on ASX200 Slowing China Share The Webinar Related Posts Someone is […]
Running with the Bulls
Tactical Short-term Rally Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Our CEO Angus Geddes predicts a “Tactical Short-term Rally” in the market. Topics Discussed: Tactical rally US Inflation Slowing China Bank loan deman Oil, Iron Ore, Gold & USD Australian Budget ASX […]
Regional Banking Jitters
Regional Banking Jitters Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. Topics Discussed: RBA Rate Surprise Regional Banking Jitters US Earnings Season Fed Rate Hike, ECB decision Oil, AUD & USD Aussie Banking Sector Gold Price ASX and S&P500 Core Inflation
Market Update – Property Sector
Market Update – Property Sector REITs Listen to our Special Webinar where our CEO Angus Geddes with host Roger Malik discussed key macro and market events in the week. In this webinar, we welcome our special guest – Property & REITs Manager Simon Wheatley Topics Discussed: Aussie Inflation Banking Jitters US Earning Season Market Breadth Oil, Euro […]
