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Alex Gluyas

Today

The US is home to 94 nuclear reactors that power tens of millions of homes and offices.

Uranium stocks dumped as Trump fears intensify market ‘paralysis’

ASX uranium have tumbled ahead of Trump’s imminent tariff spree, intensifying a brutal start to the year for the former sharemarket darlings.

Yesterday

Traders have piled into gold ahead of Trump’s announcement of sweeping levies on all of America’s trading partners on Wednesday.

Gold soars to $5000 in ‘once in 40-year gift’ for investors, fundies

The relentless rally has pushed the gold price almost 20 per cent higher this year, its best quarter since 1986. Money managers can see opportunities.

March

The Australian sharemarket has shed nearly 9 per cent since hitting a record in February.

ASX’s $42b wipeout seals worst start to year since COVID crash

The local bourse has been swept up in the exodus on Wall Street as investors brace for Trump’s tariffs that could trigger a violent rotation out of risky assets.

Minotaur’s Thomas Rice believes markets are yet to recognise how European defence company earnings will evolve over the next decade.

This fundie shorted WiseTech and Tesla while loading up on war stocks

Betting against Richard White and Elon Musk while going long on defence companies are among this year’s hottest trades. Minotaur’s Tom Rice did it all.

Michele Bullock.

‘Solid case’ for rate cuts next week, says Goldman Sachs

The investment bank has told clients the market is underestimating the chances that the RBA will reduce the cash rate in April.

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Molten copper flowing in China, a top consumer of the metal.

Copper hits record as Trump tariffs wrong-foot traders

Reports that Trump could impose tariffs on the metal within weeks has intensified the rush to ship it into the US, lighting a fire under ASX-listed mining companies.

CIO panel left to right: VFMC’s Russell Clark, AustralianSuper’s Mark Delaney and Hostplus’ Sam Sicilia.

Super funds ‘stomach the volatility’ until equities rebound

Hostplus CIO Sam Sicilia is preparing for a sharp bounce in equity markets, while AustralianSuper’s Mark Delaney hasn’t touched his portfolio.

A trader on the floor of the New York Stock Exchange last week. The market has recovered slightly from a long slide caused by fears of a recession in the United States.

These are the four big roadblocks to a proper ASX bounce back

Fresh off its best weekly gain this year, the local market is no longer at the edge of a correction. Morgan Stanley warns the rebound could be short-lived.

Citi reveals top commodity trades ahead of Trump’s next tariff wave

The broker believes commodity markets are underpricing the damage the next round of US levies will inflict, creating an opportunity for traders.

A record shipment of copper is on its way to the US.

Copper stocks rocket as traders push prices above $US10,000

The industrial metal reached its highest level since October as traders scrambled to prepare for potential tariffs, lighting a fire under the ASX’s copper producers.

Anxiety is building about the impact of further tariffs from US President Donald Trump on silver markets.

Missed the gold rally? This metal is doing even better in 2025

A 15 per cent surge in bullion to pass $US3000 has been the talk of markets. But there’s another precious commodity boasting superior returns.

Australia’s biggest asset managers have very different approaches to the long market sell-off.

Here’s how our biggest investors are trading the deep market sell-off

From resources to European stocks and Asian tech, fund managers see plenty of opportunities – and risks – amid a lengthy slump on the ASX and Wall Street.

Gold rush hits fever pitch as fundies spruik 100pc gains

Australian investment managers are scrambling to advertise their new funds after the precious metal topped $US3000, creating a windfall for mining stocks.

The ASX joined Wall Street in correction territory last week.

Macquarie warns of bear market as US spending collapses

The broker expects any rebound to be short-lived as Donald Trump’s trade war and government spending cuts could trigger a 20 per cent drop in the sharemarket.

Wall Street sours on itself and points clients to China and Europe

The big investment banks are increasingly forecasting a poor year for the S&P 500 after a two-year bull run, and say there are better opportunities elsewhere.

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Traders, brokers and clerks on the trading floor of the open outcry pit at the London Metal Exchange.

Trump’s tariff mayhem creates a lucrative commodity trade

Anxiety about imminent levies on copper has triggered a spike in New York-traded prices, causing traders to scramble to ship the metal to the US.

The Nasdaq saw its biggest one-day drop since September 2022.

ASX heads towards correction as investors sell out of choppy waters

Bell Potter’s Richard Coppleson said it would take more time for a wild market to burn itself out as optimism about Donald Trump’s economic policies soured.

BlackRock has become the latest in a string of major money managers to go underweight on Australian securities.

BlackRock cuts exposure to Australian shares citing their poor value

The world’s largest asset manager has told advisors that its multi-asset division is lowering its allocation to local equities despite a long market slump.

Cameron Judd believes gold prices could reach an eye-watering $US3600 an ounce.

Victor Smorgon’s star fundie eyes 50pc returns for new fund

The family office is so bullish on gold that it’s tasked Cameron Judd with launching a second strategy, which they expect to outperform its high-flying counterpart.

A steel storage yard near Hangzhou. China is curbing steel production after excess supply crippled profitability at mills.

China’s cuts to steel production pile pressure on Australian iron ore

Fund managers say the start of production at new mines in Africa, including Rio Tinto’s Simandou project, will do more to push prices down long-term.

Original URL: https://www.afr.com/by/alex-gluyas-p4yw7q