This Month
Uranium stocks dumped as market ‘paralysis’ intensifies
The sell-off is feeding into the hands of hedge funds, which are heavily shorting the industry in Australia.
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
ASX wipes $42b on tariff fears; gold tops $US3100
ASX plummets in broad sell-off; gold at new highs; long-time WiseTech chair rejoins board; Todd Sampson exits Qantas; Domain board backs CoStar bid.
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.
ASX lifts as banks rally; MinRes up 7pc as Onslow haulage resumes
Shares higher; UBS neutral on Fortescue; Opthea drug trial spurs crisis talks; MinRes resumes Onslow haulage; James Hardie, Helia drop; gold holds near record.
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.
Ausbil says this stock will be the next top gold play
Arden Jennings is bullish on gold and tips two producers that are expected to go on a tear. He’s also been buying up companies that were beaten up during the earnings season.
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.
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.
Record gold price drives $4.2b Ramelius-Spartan merger
The precious metal’s record-breaking march beyond $US3000 an ounce has prompted another deal between two West Australian miners.
ASX rises; MinRes jumps 9pc, UBS bullish
Shares close higher; China consumption rises, property prices hit; MinRes rallies; two bidders court Smartpay, leaps 49pc; Westpac poaches NAB CFO.
Gold breaks through $US3000 as Trump turbocharges rally
The move through the psychological $US3000 level drives home gold’s centuries-old role as a store of value in turbulent times.
Phil King, fund managers flock to WA for ‘Rotto’ conference
Western Australia’s Rottnest Island hosted more than 600 people – including fund managers, family offices, and chief executives of ASX-listed companies.
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.
How Macquarie may get Trumped by the new world order
A peace deal in Ukraine and a surge in US energy production could be bad news for one of the Australian investment bank’s key profit engines. Here’s why.
ASX holds near six-month low; Johns Lyng drops 12pc, energy rallies
ASX falls short of 8000; Citi gloomy on Macquarie earnings; insurers rebound after Alfred; John Lyng exits ASX 200; Star mulling new rescue bid; bitcoin drops.
Fundies pull money from oil with prices tipped to sink
Bullish bets on oil have been dialled back as the outlook for the commodity worsens under Donald Trump’s push for cheaper energy.
Rio Tinto signs off on new $2.8b Pilbara iron ore project
The resources giant has flagged the need to commission a mine every year for the remainder of this decade to ensure production and ore quality do not fall.
Markets rattled as Trump doubles down on tariff threats
Traders dumped stocks and bitcoin after the US president dashed hopes of some tariff reprieves for Mexico, Canada and China.
Morgan Stanley gives up on lithium rebound as supply woes return
The US broker has walked back from its bullish December call that it’s safe for investors to re-enter the beaten up sector. At the time, its top pick was Mineral Resources, which has since dived 40 per cent.