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Iron ore faces ‘riot point’; Airliner crashes; Bushfire threat rises

Read everything that’s happened in the news so far today.

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Iron ore faces ‘riot point’ in 2025 as Rio Tinto floods the market

The mining giant’s Simandou project will bring a fresh wave of supply late next year, further exacerbating growing stockpiles of the steel-making ingredient at Chinese ports.

  • Alex Gluyas

ASX extends rebound ahead of Christmas

The sharemarket added 19.3 points in a shortened trading session, buoyed by a rally on Wall Street and hopes of a rate cut in early 2025.

  • Updated
  • Alex Gluyas

IMF warns Australia; Rich Lister charged; Families sell $180m hotel

Read everything that’s happened in the news so far today.

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.

  • Updated
  • Sarah Jones

ASX rebounds; News Corp sells Foxtel; Packer’s $400m Toorak project

Read everything that’s happened in the news so far today.

Opinion & Analysis

The Fed’s humiliating reversal is toxic for stocks

The US central bank’s belated acknowledgement of re-accelerating inflation and the risks flowing from Donald Trump’s policies could trigger a sustained market downturn.

Macquarie’s Viktor Shvets nailed 2024. Here’s what he thinks will come next

No economic cycles? No mean reversion? Macquarie’s top global strategist’s radical view of markets challenges investors to consider how the world has changed.

Chanticleer

Columnist

Chanticleer

The good, the bad and the ugly of corporate Australia in 2024

Big deals, big names, big disasters. From AirTrunk to Woolies to our own Nine Entertainment, here are the biggest moments of the year.

James Thomson

Columnist

James Thomson

The Fed just killed the Santa rally

Jerome Powell gave investors a rate cut. But what sent Wall Street plunging was his message for 2025.

Chanticleer

Columnist

Chanticleer

Companies in the News

ASX Limited

asx$66.030
 0.67%

Rio Tinto

rio$116.160
 -0.84%

Macquarie Group

mqg$223.130
 -0.24%

News Corp

nws$50.270
 -0.77%

ANZ Bank

anz$28.740
 0.49%

Updated: Dec 24, 2024 – 2.25pm. Data is 20 mins delayed.

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View stories and data from an ASX listed company

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Meet the Fundie

The best of Monday Fundie 2024.

CBA, the next 10-bagger, founder woes: The best of Monday Fundie 2024

The fund manager profiles that resonated the most with readers this year were rich in speculative stock tips, but it’s the deep insights that have made this column a hit.

  • Jonathan Shapiro
Roland Houghton was ecstatic when Life360 announced a new revenue stream.

How Milford trebled its money on this ASX tech darling

Fund manager Roland Houghton talks Life360, painful trades, and what he’s expecting for the year ahead.

  • Updated
  • Cecile Lefort
Kiril Sokoloff.

This market guru learnt from Buffett and Soros. These are his big bets

Kiril Sokoloff has been calling market turning points for half a century. While he’s looking for his next big prediction, here are three of his current picks.

  • Jonathan Shapiro

This Month

Donald Trump’s election win was good for Y’ALL.

This pro-Trump ETF just smashed its rivals

An exchange-traded fund created for “flag-waving conservatives” beat its political competitors this year and the benchmark S&P 500.

  • Saijel Kishan and Jeff Green

The Fed’s humiliating reversal is toxic for stocks

The US central bank’s belated acknowledgement of re-accelerating inflation and the risks flowing from Donald Trump’s policies could trigger a sustained market downturn.

  • Christopher Joye
The best and worst ASX stocks of 2024

The stocks that did the most damage in 2024 – and the ones that ruled

One fintech darling has more than tripled in the past 12 months, but the same can’t be said for lithium stocks on the front line of the EV slowdown.

  • Joshua Peach and Joanne Tran
ESG funds have focused on companies that have climate emission abatement policies.

ESG investing on shaky footing as green fatigue sweeps ETF market

Once attracting almost 20 per cent of inflows into exchange-traded funds, climate and social-focused strategies collected 3 per cent of new money this year.

  • Alex Gluyas and Joanne Tran
Macquarie’s Viktor Shvets says investors face plenty of uncertainty in 2025, but not as much risk as they think.

Macquarie’s Viktor Shvets nailed 2024. Here’s what he thinks will come next

No economic cycles? No mean reversion? Macquarie’s top global strategist’s radical view of markets challenges investors to consider how the world has changed.

  • James Thomson
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ASX falls 1pc; More Liberal chaos; Good, bad, ugly of corporate Oz

Read everything that’s happened in the news so far today.

Robin Khuda, Julie Coates, Shayne Elliott, Chris Ellison, Richard White,  Mike Sneesby.

The good, the bad and the ugly of corporate Australia in 2024

Big deals, big names, big disasters. From AirTrunk to Woolies to our own Nine Entertainment, here are the biggest moments of the year.

  • James Thomson
ASX futures are pointing lower.

ASX tumbles to three-month low; ASX CHESS outage

Australian shares close at a three-month low. ASX outage hits trading. CBA down 3pc. Profit-taking knocks Mesoblast. Wesfarmers sells Coregas. Follow updates here.

  • Nicola Blackburn
Wall Street.

ASX to drop as Wall Street’s Santa rally falters

Australian shares are poised to fall as markets parse the Federal Reserve’s  projections of fewer-than-expected interest rate cuts and higher inflation next year.

  • Natasha Rudra
Traders watch Fed chairman Jerome Powell’s press conference in Washington.

Shares, dollar slammed after Fed walks back rate cut plans

The Australian dollar tumbled to a two-year low and investors sold off stocks after US policymakers predicted just two rate cuts in 2025 – fewer than the market hoped for.

  • Cecile Lefort
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.

  • Cecile Lefort and Sarah Jones
Sezzle chief executive Charlie Youakim.

Short seller accuses Sezzle of ‘sketchy’ practices, low-quality loans

The buy now, pay later group delisted from the ASX earlier this year and has described the allegations as “misleading and out of context”.

  • Joanne Tran
K2 Asset Management’s David Poppenbeek.

Fundie says this ASX non-bank lender is ripe for a rally

K2 Asset Management’s chief investment officer, David Poppenbeek, says small caps are in a “generational sweet spot”.

  • Joanne Tran
Australian shares have a chance to end the calendar year with a 10 per cent advance, though there’s still some work to do.

ASX plummets to six-week low in broad sell-off

Shares hit six-week low; Mesoblast up 50pc on breakthrough; BoJ holds on rate hike. Pay rejection for ANZ and Elders; AGL cops a fine. Follow updates here.

  • Timothy Moore and Nicola Blackburn
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ASX dives 2pc; Shayne Elliott’s $3m bonus hit; JobKeeper ‘saved jobs’

Read everything that’s happened in the news so far today.

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US Federal Reserve chairman Jerome Powell was recast as The Grinch.

The Fed just killed the Santa rally

Jerome Powell gave investors a rate cut. But what sent Wall Street plunging was his message for 2025.

  • James Thomson
The Fin podcast. Myriam Robin.

Rear Window’s year in review: scoops, scandals, and power plays

This week on The Fin podcast, Rear Window editor Myriam Robin on the megalomaniac trying to solve Australia’s housing crisis, the column’s scoop of the year and the Clubland rebellion.

Bank of America forecasts that the S&P 500 will end 2025 at 6666 – a rough 10 per cent advance.

ASX to drop, $A plunges as Fed signals rate pause near

US stocks tumbled, extending losses to more than 1 per cent, after policymakers significantly pared their rate cut projections.

  • Timothy Moore
Sell-side banks have become more cautious on China

There is a better way to make billions from China

The sheer scale and prominence of China in the global supply chain means economic dynamics there can affect investments that don’t have direct exposure.

  • Shuli Ren
Iron ore prices have been more resilient than expected.

Chalmers’ low iron ore forecasts open door for more spending

The government’s mid-year budget continues to price in iron ore at $US60 next year, offering scope for revenue upgrades and even more government spending.

  • Alex Gluyas

Original URL: https://www.afr.com/markets