Aussie dollar could slide even further in market turmoil
The dollar could test lows not seen since market turmoil in early 2020 in the coming weeks, after US tariffs heighten the risk of a global trade war.
Markets
Trade war reality sends markets into a spin
Financial markets were roiled by the opening salvo in what may soon be a global trade war sparked by US tariffs, with explosive moves in currencies, stocks and commodities.
Aussie dollar, stocks, crypto smashed as trade war starts
Aussie shares retreat heavily along with the Aussie dollar and cryptos as Trump orders tariffs. A$ hits five-year low. Tariffs biggest trade shock since 1930s: RBC. Cettire “assessing” US tariff changes. Anna Bligh to vacate ABA’s top job.
Founders first: Geoff Wilson bets on market leaders
The stock picker will put to test the notion that smarter investing is about backing the ones with skin in the game.
Local bourse enjoys best January trading in two years
Australia’s sharemarket has broken records this week all while its US counterpart takes a deep breath to recover from the shock of China’s AI capability.
Companies surfing on the crest but waves eventually dump
Companies are generally riding high on the sharemarket’s returns, which is why corporate Australia needs to show some earnings growth in the reporting season or see stock prices hammered.
ASX 200 rises 0.5pc to record close; Origin down
A strong day for Aussie shares as the ASX 200 rises 0.5 per cent to a record high close at 8532.3. Origin cuts APLNG guidance. Citi upgrades BlueScope. Rinehart lifts Lynas stake. Broker upgrade for Zip. Lendlease selling Capella. US probing if DeepSeek used Nvidia chips. Trump advisors hunt for deals as Canada, Mexico tariffs loom.
It’s a better bond market or bust, says industry working group
Once bank AT1 notes leave the retail bond market, investors will be left with six options and more needs to be done to offer retirees alternatives for income, a joint industry working group says.
How big tech is recalibrating around the DeepSeek threat
Silicon Valley owes its longevity to its ability to pivot and China’s new AI start-up could set it moving in a new direction.
Different this time: Stocks to buy as interest rates fall
Stocks are soaring as rate cuts loom but value is far from universal. That’s why the nation’s oldest value fund has cast its gaze beyond the big banks and iron ore miners.
ASX soars to record high on tech, rate cut hopes
The sharemarket has jumped to a record high of 8515.7 points, amid positive leads from Wall Street after big tech reports and Reserve Bank rate cut hopes. DeepSeek will not derail Microsoft’s $US80bn AI investment this year. Zip and MinRes drop.
Falling rates to send stocks ‘meaningfully higher’
Fund manager Jun Bei Liu says dropping interest rates will help boost the sharemarket this year, with sectors such as property and consumer stocks to benefit.
Inflation figures unlock the door for RBA rate cuts
Financial markets are near certain that the Reserve Bank will cut rates in February after CPI data showed underlying inflation is falling back to its target more rapidly than forecast.
Interest rate relief at closest point since pandemic
A better than expected fall in inflation means the Reserve Bank may consider an interest rate cut for the first time since February 2020.
Chinese AI interloper’s arrival not all doom for US tech sector
Markets are grappling with the potential ramifications of China’s DeepSeek breakthrough but the initial response of fund managers and analysts has been surprisingly constructive.
Inflation is being driven by government policies
The return of inflation into target range, allowing for a possible interest rate cut, will play a crucial role in the re-election chances of the Albanese government.
Markets face volatile week amid rise of DeepSeek
A big week ahead for markets is overlaid with concern about the potential impact on the tech sector of China’s DeepSeek AI model and lingering uncertainty about US trade policy.
Stocks to rise but investors still wary
The ASX is poised to open marginally higher when trading resumes on Tuesday, though investors remain wary as they await data expected to shape Australia’s monetary policy.
China and new export markets key to wine industry: Brown
Brown Family Wine Group executive director Ross Brown, who has been recognised in this year’s Australia Day honours list, says export markets are key for the Australian wine industry.
Strong gains tipped for drug developers in 2025
There’s a grab bag of Australian-listed drug developers that should be on investors’ radars this year, analysts say, with a hefty upside potentially on the cards.
Original URL: https://www.theaustralian.com.au/business/markets