Yesterday
China’s mega dam unleashes ‘flurry’ of bullish iron ore trades
Australia’s key export is rallying on hopes that Beijing has rolled out its old playbook of using large-scale projects to boost growth.
This Month
These stocks are set to join the ASX buyback boom
The sharemarket is set to eclipse last year’s record number of buybacks as boards become more risk-averse in the Trump era.
These ASX small caps started buying bitcoin. Their shares rocketed
Last month, these companies became the first ASX-listed stocks to adopt a bitcoin treasury, hoping to replicate the phenomenal success of Michael Saylor’s Strategy.
Bitcoin tipped to climb as high as $US200k this year as inflows surge
Australian investors poured a record $163 million into ASX-listed bitcoin ETFs in the June quarter – a huge bet that has paid off well so far.
Australia’s top stocks fund seals golden year with rare 100pc return
Paragon’s commodity-focused hedge fund smashed rivals in the 2024-25 financial year, double the return of the next best fund ranked by Morningstar.
Little-known critical minerals stocks fuelling Terra’s 42pc return
As the US hunts for alternative sources for the vital elements, Matthew Langsford is watching Terra Capital’s investments double, triple and even quadruple in value.
Miners shield ASX from trade war as iron ore eyes $US100
Rumours about a high-level meeting in China this week has injected life into iron ore markets, unleashing a rally in mining stocks.
Trump’s copper tax a boon for lucrative arbitrage trade
Commodity traders were among the biggest winners from Trump’s massive 50 per cent tariff on the metal after the news widened the gap between US and London prices.
CBA warns $A at risk as trade war heats up
The bank believes the Aussie dollar could plunge as much as US4¢ over the next few weeks if Trump reinstates high tariffs on major economies.
Bitcoin tops commodities and stocks, but the boom years are ending
The world’s most popular cryptocurrency surged 73.2 per cent in the last financial year. But its huge drop in volatility is a warning sign for some investors.
Several rate cuts on the way after RBA meets this week
Economists have joined the market in tipping another rate cut on Tuesday, as the latest quarterly survey reveals that borrowing costs have much more to fall this year.
Traders temper rate cut bets ahead of RBA meeting
Robust US jobs data prompted bond traders to extinguish bets of a Fed rate cut this month, while the chance of a Reserve Bank cut in August also lowered.
Big super joins great rotation out of CBA and towards mining giants
Investors have been selling out of banks all week and buying into BHP and other iron ore producers, hoping Chinese efforts to fire up its economy succeed.
The winners and losers in this year’s wild commodity markets
Some investors are celebrating a remarkable first-half for precious metals, while others have been wrong-footed by a reality check in alumina and coal.
US dollar’s rapid demise sends the $A rocketing to year high
It is good news for Australian assets with strategists tipping the Aussie to hit US70¢ as more American trade deals are negotiated.
Investors await CBA correction to kickstart mining resurgence
As fund managers set their sights on a new financial year, there are some betting the elusive rotation from banks to miners is imminent.
June
Rate cut hopes propel global shares back to record levels
Traders have bolstered expectations for rate cuts in the US and Australia this week, rocketing equity markets back to near record levels.
Iron ore shipments surge at Port Hedland, despite China’s aggressive cuts
The surge in supply in the last month has come at the same time as Chinese steel plants slow production, a mix that will weigh on prices and worry investors.
Big investors count the cost of sitting out CBA’s year-long bull run
The country’s highest-profile fund managers are facing a financial year marked by underperformance, largely due to their scepticism about the bank’s stock.
How the oil price became ‘desensitised’ to Middle East flare-ups
The conflict between Israel and Iran sparked wild swings in the world’s most traded commodity but prices never came close to the heights of previous crises.