Why market players should be cautious after Trump’s victory
Amid uncertainty over the extent, timing and sequencing of Donald Trump’s policies, one global fund manager is bracing for higher inflation and downside risks for the global economy.
Amid uncertainty over the extent, timing and sequencing of Donald Trump’s policies, one global fund manager is bracing for higher inflation and downside risks for the global economy.
Resolute Mining CEO arrested in Mali. Endeavour’s profit warning weighs. Incitec rises on improving earnings, sale update. HMC hits record. CBA sets new peak at $150.35. DP World takeover fires up Silk Logistics.
Mining and energy stocks will weigh on the local sharemarket on Monday, even after US markets hit fresh highs.
National Australia Bank and Domino’s Pizza Enterprises feature strongly in new share market buy, hold and sell recommendations.
Evidence shows Australian investors have been pulling back from US markets but if they want to cash in on a Trump presidency then they are moving in the wrong direction.
Under Donald Trump gold will almost certainly benefit, but oil and gas stocks did not do well in his first term and it would be surprising if they did any better this time.
Payments infrastructure giant Cuscal has taken a major step towards debuting on the ASX after launching Australia’s largest float for 2024.
Despite uncertainty about what the full extent of US policy change under Donald Trump will look like, some economists have already revised their forecasts.
Super fund HESTA demands early exit for MinRes CEO Chris Ellison as partner Albemarle ramps up pressure. Scandal-hit ANZ’s cash profit drops. Cuscal kicks off $336.8m IPO roadshow. Block down on revenue miss.
New NAB chief executive Andrew Irvine has seen the past benefits of a Trump bump, but this time the settings are much different.
As Australian stocks struggle to keep up with a booming US market after the presidential election, investors are focusing on who benefits most from Donald Trump’s policies.
The strong endorsement of Donald Trump as the 47th US President and a Republican Senate majority has already resulted in big shifts for major markets.
The US dollar surged, stocks hit a record but Donald Trump’s decisive win wasn’t good news for all markets. These are the charts that told the story.
ACCC gives nod for Sigma’s multibillion dollar union with Chemist Warehouse. Regis launches legal action against Plibersek mine decision. Kerry Stokes starts swinging at AGM. Business leaders warn of Trump trade implications.
The revival of Donald Trump’s power sends a clear message about the rise of a pro-business US projecting strength around the world.
A Trump victory will add to pressure for lower corporate taxes in Australia and deregulation on a range of issues.
Influential New York-hedge fund manager Ricky Sandler will turn to Europe for his next stock pick at the upcoming prestigious Sohn Hearts & Minds conference.
Local bourse rises strongly on broad gains. Future Fund puts MinRes on notice over Ellison ‘mistakes’. Fortescue to lean on government to help with green energy costs. Domain’s disappointing update weighs.
Interest rates are still more likely to fall than rise, but the Reserve Bank seems no closer to cutting than it was three months ago
From tech, to trade and Wall Street, businesses have a big stake in the outcome of today’s US presidential election.
Original URL: https://www.theaustralian.com.au/business/markets/page/2