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Timothy Moore

This Month

The NYSE Fang + Index, which tracks the megacap techs, was 3.5 per cent lower, taking the year-to-date drop to more than 12 per cent.

Wall St tumbles on tariff worries, anxious consumers

The S&P 500 shed 2 per cent in a broad sell-off with a key megacap tech index hammered anew. Gold reset its record high as Trump’s Liberation Day looms.

A PLA Chengdu J-20S stealth fighter jet on the tarmac at an air show in China in November.

China ‘presents’ top military, cybersecurity threat to US

Beijing is using “whole of government” efforts including military, economic and influence operations to assert itself, the American intelligence community said.

Trump is betting big on tariff revenue  to shore up America’s finances.

Wall St rallies late, paced by megacap techs

Another whipsaw session in New York ended with a flourish and the S&P 500 snapped a four-week losing streak.

A protester stands outside a Tesla showroom in West London.

Musk must pivot to avert ‘black swan crisis’ for Tesla: analyst

The billionaire’s “110 per cent” focus on making the US federal government more efficient could permanently damage the EV maker, says an expert.

The S&P 500 confirmed a correction last month, closing 10 per cent below the record set in December.

Investors are turning to the safest of assets for Trump-era security

From retail investors to Wall Street’s top fund managers, the biggest move to cash since the pandemic is on after a month of dramatic market volatility.

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Wall Street advanced after another chaotic week of trading.

Wall Street rallies broadly in oversold rebound

The S&P 500 closed 2.1 per cent higher, after having confirmed a correction the previous session, helped by Nvidia, with all 11 industry sectors advancing.

Goldman has lowered its expectations for Chinese crude steel production in the June quarter due to lower steel exports than previously forecast.

Goldman sees risk of iron ore falling below $US80 a tonne

Goldman Sachs expects iron ore to average about $85 a tonne in the fourth quarter, though there’s a risk it could briefly trade even lower.

Local shares are on track to open up.

ASX drops as BHP, Rio and banks weigh

Shares down; Nine confirms Matt Stanton as CEO; Macquarie cuts coal forecasts; ACCC concerned by Silk deal; Boss buys Laramide stake; gold stocks shine.

James Murdoch in 2023. He has been a Tesla director since 2018.

Tesla director James Murdoch dumps $21m stake in Musk carmaker

The estranged son of media magnate Rupert Murdoch has been on the board since 2017. Other insiders including chairman Robyn Denholm are also selling down.

Lingering Alfred slows efforts to return power to hundreds of thousands

Almost 350,000 properties are without power as storms disrupt recovery efforts; Brisbane and Gold Coast airports will resume flights on Sunday. How the day unfolded.

US President Donald Trump.

S&P 500 rises, paring weekly loss on Trump uncertainty

US equities rallied after Fed boss Jerome Powell reassured anxious investors that the US economy is “in a good place” and the Fed can respond as needed.

A wild week is poised for a positive end.

S&P 500 rises after mid-session geopolitical swoon

All three US benchmarks finished the final trading session of February solidly higher, with financials driving gains. Both Nvidia and Tesla rallied.

February

President Donald Trump has made higher tariffs on exports to the US his central economic policy.

S&P 500 drops as Trump 2.0 hits business, consumer optimism

US equities fell sharply, as did bond yields, as investors repositioned for slower growth. Report of a new health threat from China also hit sentiment.

Australian shares are poised for a modest opening advance.

ASX retreats, RBA says market ‘too confident’ on future rate cuts

Shares close lower; RBA cuts rates by 25 basis points, decision no “lay down misere”, Bullock says; big four banks lower rates; BHP dividend at eight-year low.

A trader works on the floor of the New York Stock Exchange.

S&P 500 trades in narrow range, bond yields reverse

A sharper-than-expected drop in retail sales for January provided a boost to hopes that the window is still open for the Federal Reserve to cut rates this year.

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US Federal Reserve chairman Jerome Powell speaks during a Senate hearing.

US CPI data points to prolonged rate hold: economists

Consumer prices rose at a faster pace than expected last month, and the probability of rate cuts by the Federal Reserve has fallen, economists and strategists say.

Australian shares are poised to start the day as commodities rallied overseas.

ASX flat; CSL extends sell off on sales blow, lithium miners tumble

Sharemarket seesaws; CSL tumbles on sales blow; gold buoys Evolution, De Grey; impairment hit for Ramsay; upgrades on the horizon for Breville.

The New York Stock Exchange.

US equities fall as hopes for lower rates fade again

Moderating job growth, rising inflation expectations and the prospect of reciprocal tariffs knocked the wind out of Wall Street.

The outlook for US equities is becoming less clear.

US exceptionalism is peaking: expert

The “magnificent seven” are poised to become the “lagnificent seven” as the tailwinds that have propelled American equities fade, Michael Hartnett argues.

US stocks were set to end the week higher.

S&P 500 slumps as tariffs plans whiplash markets

US equities closed lower after the US said it will impose higher tariffs on Canada, Mexico and China this weekend. ASX futures tumbled 1.2pc.

Original URL: https://www.afr.com/by/timothy-moore-h0iscf