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Investing

Today

A pedestrian on Wall Street in New York. Results from major American corporations will set the tone for the market, and drive local shares this week.

ASX to fall, but week hinges on RBA speech and Wall Street earnings

Investors will be watching for dovish sentiment in central bank commentary and results from Alphabet and Tesla, as the local benchmark points slightly lower.

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The big (but not necessarily beautiful) bet against the Aussie dollar

For the first time industry super funds now have more money allocated to unhedged international equities than they have invested in the Australian sharemarket.

Yesterday

Shares were modestly lower in Friday trading in New York.

S&P 500, Nasdaq rallies run out of steam

US shares ended the final trading session of the week in New York little changed. More than 1400 companies including Tesla will report results next week.

This Month

Fund managers said the gloomy earnings view is overly backward-looking and doesn’t account for shifting dynamics in the resources sector.

Fundies shrug off worries that ASX earnings will slide for third year

Despite a soaring sharemarket, Morningstar has warned ASX 20 profits are still falling. But major investors see a rebound taking shape, helped by commodities.

The ASX is poised to open higher.

ASX rises 2.1pc for week; best week since May

Bourse ends at record in strongest session in three months. BHP rallies as CEO says China demand ‘resilient’. CSL posts its best week since 2021. Follow live.

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Australian fund managers warn that the iron ore rally, spurred by prospects of Chinese property sector relief, could be short-lived.

Investors stay wary as stimulus speculation helps boost iron ore price

Construction starts and production in China, one of the world’s biggest steel markets, continue to fall. But shares in ASX-listed iron ore giants are rising.

Franking cfedits can turbocharge dividends paid by companies to SMSFs.

This massive handout could pump your SMSF up by $665,058

SMSFs get a huge income boost from the franking credits paid on ASX dividends. Here are eight to consider.

Donald Trump campaigned on a platform of freeing cryptocurrencies from what he said were harsh regulations.

Trump set to open $14trn US retirement market to crypto investments

The US president is preparing an executive order to allow 401k retirement plans to tap a broad pool of alternative assets.

The sharemarket is set to open higher.

ASX rallies to record on rate cut bets; CBA pace gains

Bourse closes at record high for second time this week as investors tip a rate cut after ‘shock’ jobless rate bounce. Iron ore rises to two-week high. CAR Group retreats amid CEO exit. Follow live.

Richard Ye has built a $1.5 million investment portfolio outside of super in just five years.

I built a $1.5m investment portfolio in 5 years. Here’s how

Richard Ye is on his way to $5 million with a no-frills strategy involving low-cost ETFs and dollar-cost averaging.

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The simple hack that can make investors 40pc better at predicting risk

Wondering what financial markets will be doing in a month? The answer could lie in today’s news.

Goldman Sachs traders made $6.6 billion in equity trading revenue in the second quarter of 2025.

Goldman Sachs posts $6.6b trading quarter – the best in Wall St history

Stock traders at the investment bank pulled in a massive $6.6 billion in equity-trading revenue – more than half a billion dollars more than analysts expected.

CBA pain trade

What Airlie is doing next after getting CBA ‘totally wrong’

The Sydney money manager is sticking with its underweight on the big four lenders. There are other blue-chip stocks the team like better.

How to invest like a millionaire in commercial property – with $100k

As the investment shine comes off residential property, more people are turning to commercial real estate.

The sharemarket closed down.

Sharpest fall for ASX since May as miners, banks weigh

Shares fall from record, iron ore hits $US100 a tonne, UBS cuts South32 on rising risks, Rio gets boost from production report, and Newmont following $470 million asset sale. Follow live.

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The CSLR is designed to compensate victims of financial misconduct when the financial firm behind a claim has gone out of business or cannot pay up.

Victims of collapsed First Guardian, Shield may lose more than $700m

The corporate regulator is investigating whether thousands of workers were funnelled into high-risk investments. Compensation could top out at $300 million.

Bitcoin is up roughly 30 per cent this year after more than doubling in 2024.

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.

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Tariffs hit ASX; Labor should ignore Trump; Fundies snub ‘sell’ signal

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

Fund managers have turned extremely bullish, but they’re hardly ready to sell.

This market signal says ‘sell’. Fundies will ignore it

When fund manager cash levels reach such lows, it’s a reliable signal to sell. But one top market strategist thinks the bulls will hold on – for now.

AFR

Can I take charge of mum’s shares from my feckless brother?

Siblings can challenge a power of attorney if they suspect a parent’s best interests are not being served.

Original URL: https://www.afr.com/topic/investing-1st