NewsBite

Sarah Jones

February

ASX resets peak, BHP up 2pc; Temple & Webster shares hit record

Shares rise; Temple & Webster sets new record; gold tipped to top $US3,500; Qantas downgraded; Sigma rallies, CBA resets record; Toys”R”Us chief exits.

January

Al Clark says Colonial First State is preparing for a new regime where things start to ’misbehave”.

How this $159b fund is profitably riding the ‘untethered’ sharemarket

Colonial First State’s head of investments Al Clark says a sharemarket bubble is brewing. But rather than selling, it is staying invested and ready for “damage control”.

December 2024

The ASX is rallying on Monday as bargain hunters step in.

ASX records best session in six months, as bank, property stocks rally

Bargain hunters piled into the Australian sharemarket after two days of heavy selling, pushing the ASX 200 up 1.7 per cent and sending the banking and property sectors higher.

RBA governor Michele Bullock.

Traders dial up bets for February RBA rate cut

Money markets are slowly dialling up expectations for an early cut from the Reserve Bank in 2025. It’s a different story for New Zealand, which is now in a recession.

The ASX 200 is set to open lower.

ASX lower as HMC dives 10pc; bitcoin hits record

Shares slip as iron ore prices fell overnight, sending miners lower. Investors sell DigiCo and HMC post IPO. Follow for more.

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CBA’s relentless rally in five charts

The stellar advance in Australia’s biggest bank makes no “logical sense” to investors, yet the shares keep grinding higher. Here’s why.

ASX touches two-week low; tech sells off as traders await US CPI

Investors await November’s CPI report. Cettire block trade changes hands. Google-parent Alphabet soars. Follow updates here.

Plans for a bolder effort to bolster growth in China has the ASX poised for a positive start.

ASX closes lower; RBA did not discuss rate cut

ASX closes lower despite paring losses after the Reserve Bank of Australia keeps the cash rate at 13-year high. Mining stocks rallied, while bank and tech stocks dropped on wave of profit-taking.

Local shares are set to open the final month of the year higher.

ASX ends higher; Alan Oster to retire as NAB chief economist

Australian shares follow US stocks higher. Metcash issues dividend. Retail sales overshoot expectations in October. Follow here for more.

November 2024

Australian shares are poised to open higher. Bitcoin has rebounded, rekindling $US100,000 chatter.

ASX notches second record high of the week as CBA, CSL gain

Australian shares set second record of the week despite late selling on Wall St. Bitcoin tops $US97,000. Dell, HP and CrowdStrike hit by misses. Follow updates here.

Local shares are set to open higher.

ASX rises amid broad rally; Web Travel up 13pc

Shares advance. RBNZ embarks on its third consecutive rate cut. Web Travel jumps after booking net profit at $52.5 million. Inflation holds in October at 2.1 per cent. Follow updates here.

The S&P/ASX 200 appears poised to reset its record high for a third consecutive session.

ASX drops from record as energy giants, CBA fall

Australian shares turn lower as Trump details China tariff plans. Australian dollar falls. WiseTech rises on bullish analyst note. Follow updates here.

ASX slips from record; Amcor dips on $13b tie-up

Australian shares open lower as Ukraine strikes Russia. Bitcoin tops $US94,000. Nick Scali issues guidance warning. Follow updates here.

Local shares are set to open modestly higher.

Tech and energy buoy ASX; TechnologyOne jumps 10pc

Shares rise to fresh record. Santos to boost shareholder returns. TechnologyOne profits increase. Energy stocks rise as oil jumps. Follow updates here.

Richard Coppleson of Bell Potter Securities in Sydney.

The world according to Coppo and why he thinks MinRes is a ‘screamer’

The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.

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Sohn 2024.

Sohn: Howard Marks says Trump will come out swinging on China

ASX climbs 0.7 per cent at the closing bell. Antipodes’ Ross picks Airbus. IFM’s Bannan picks Corporate Travel. Ellerston’s Kourtis picks Perpetual. Sohn conference kicks off in Adelaide. Follow updates here.

Australian shares are poised to start modestly higher.

ASX rises as Xero leaps; BHP, Fortescue slide

Shares rally as CBA hits fresh record. Goodman suffers first strike against remuneration report. GrainCorp profit slumps. Orica releases full-year results. Iron ore below $US100 a tonne. Follow updates here.

The ASX 200 is set to open sharply lower.

ASX falls as banks drop; MinRes sinks, James Hardie rallies

Australian shares end lower after S&P 500 slips and yields jump. James Hardie takes profit hit. Bitcoin nears $US90,000. Follow updates here.

ASX slips as miners fall; Paladin Energy sinks, Block rallies

Australian shares shrug off buoyant futures to dip lower. Bitcoin surges anew as Trump trades accelerate. Gold miners sink. Follow updates here.

A trader cheers the election result on the New York Stock Exchange.

Market winners and losers from Trump’s landslide

Australian superannuation funds, small caps and renewable energy will celebrate and despair as the Republican returns to the Oval Office.

Original URL: https://www.afr.com/by/sarah-jones-p536bu