Weak dollar could see more misses than hits ahead
The weak Australian dollar could deliver sharp misses from retailers and other importers this earnings season, but could underpin a financial windfall for some others.
Markets
The day Donald Trump took an Aussie billionaire to Tokyo
Australian retail supremo Solomon Lew had a first-hand view of how the now two-time US President tackled business deals and it offers plenty of lessons for leaders.
Trump bumps and bluster leave markets guessing but hopeful
Markets are optimistic about the outlook for Trump’s policies, although a strong dollar and higher interest rate could eventually challenge US ‘exceptionalism’, says Westpac’s Luci Ellis.
If you’re chasing superior returns then the US is where it’s at
US shares consistently beat ours for value and under newly installed President Donald Trump there are indications the pattern will accelerate.
Here’s why investors should broaden their exposure to property trusts
J.P. Morgan and Citi both see 2025 as an ‘inflection year’ for listed property trusts with rate cuts set to broaden support for the sector, but they differ over favourites.
ASIC blasts ASX for damaging outage
ASX is at risk of new enforcement action or further licence conditions over a damaging settlement outage caused by a decade-old systems error.
ASX dips; Myer-Premier merger given nod by shareholders
ASX down after most US stocks fell. Department store chain, Premier shareholders show huge support for merger. Bain boosts Insignia offer to $4.60 per share. Evolution drops on downgrades. Fortescue ships record amount of iron ore.
Investors warming toward European stocks as they cool on US
Bank of America says investors remain overall bullish on the US dollar and stocks and ‘bearish’ on everything else, but may be warming to European stocks and becoming less enamoured with the US.
Trumped: ASX’s inferior value driving investors to Wall Street
The secret behind the steady exit of local investors from the Australian sharemarket is not so much the attraction of Wall Street, but the poor value offered by the ASX.
IPO activity in Australia hits 20-year low
Australia’s subdued market for new stock market listings faces an uncertain outlook, with the federal election potentially delaying new IP0s in the first half.
ASX rises again after Trump inauguration
The ASX rises 0.3 per cent to a seven-week highs on positive US leads. Qantas shares soar on US peer gains. CBA, Goodman, NAB, Westpac, WiseTech top contributors. Paladin soars as operations improve. Iluka drops on estimates miss.
Faltering dollar ‘unlikely’ to sway RBA
Australia’s weak dollar could see inflation tick up slightly, but it is unlikely to move the RBA on its next rate cut decision, a leading economist says.
Trump’s tariff pronouncements send shiver through markets
Global markets were choppy as Donald Trump plotted tariffs of 25 per cent on Canada and Mexico next month, raising big questions for China.
Why China’s response to US trade policies matters
All eyes are on Donald Trump, and with the US closed on Monday for Martin Luther King Day, Australian markets will be among the first to react.
ASX rises; Star sinks on revenue drop, viability warning
Local bourse rides US gains after ‘very good’ talk between Donald Trump and Xi Jinping before US inauguration. Star warns of ‘material uncertainty’ over ability to continue as going concern after cash flow update. CC Capital gets edge over bidding rival Bain for Insignia.
ASX set to rise as markets brace for Trump return
The sharemarket is expected to rise on Monday but the rest of the week could be volatile as markets wait to see incoming president Donald Trump’s executive orders.
Now or never: Steve McCann has one last chance to save Star
The new boss of Star is surviving on just a few hours of sleep a night trying to save the casino and thousands of jobs. Even if he gets through this, does it have a long-term future?
Local VCs scouting for 50 hottest start-ups to fund this year
Got an idea? Five of the nation’s leading venture capital firms have tens of millions to invest in up to 50 new start-ups. Here are the industries they’ve shortlisted as the hottest to back.
Trump ‘will he or won’t he guessing game rattles market
A rollercoaster ride for financial markets in the past week is likely to continue after the inauguration of Donald Trump on Monday because uncertainty about his policies endures.
ASX 200 sheds 0.2pc as banks fall; Insignia, Lovisa gain
Banks weigh after a bearish note from Citi. Miners supported after China’s GDP surprise. Rio Tinto, Glencore reportedly in merger talks. Insignia soars after CC Capital outbids Bain. Lovisa gains on broker upgrade.
Original URL: https://www.theaustralian.com.au/business/markets/page/2