Trump’s economic dream team will be Wall St’s X-factor
The pendulum is fast moving back in favour of business as the incoming US president fills the world’s most powerful economic roles.
Markets
Star’s mystery investor faces probe if his stake passes threshold
The NSW Independent Casino Commission says a probity investigation into Macau investor Wang Xingchun will be required if his stake in the troubled Star Entertainment passes 10 per cent.
RBA faces tough decision, but it can still cut rates
The labour market has remained surprisingly resilient but these other key economic indicators show why the RBA can still cut rates next month.
ASX 200 ends up 1.4pc on US rebound; CBA still tips Feb rate cut; Zip rises
Economists divided over Feb rate cut forecast after 56,000 jobs boost. Rio rises after ‘good finish’ to 2024. Zip jumps after Sezzle earnings upgrade. Star edges up. Softer US core inflation boosts equity sentiment.
Why Telstra’s boss is taking a different approach to building AI
Telstra chief Vicki Brady has more than a hundred ways which AI can be used across the telco and now she wants the technology to be fast tracked.
The chance of more US rate cuts diminishing by the minute
Donald Trump isn’t backing away from his pledge to impose tariffs on imports and the uncertainty that’s generating is against a backdrop of fading expectations of further US rate cuts.
In times of uncertainty big super isn’t afraid to invest offshore
As the world watches Trump’s return in the US and political events in Europe, the offshore exposure of Australian super funds is actually growing.
Younger Australians invest for the long haul
In lieu of accessing the housing market at the same age as their parents’ generation, many young Australians are choosing to invest in other, sometimes riskier, asset classes.
ASX 200 ends down 0.2pc; WiseTech sold off; Premier, Myer build on losses; Arafura soars
WiseTech shares dive on heavy volume amid suspected institutional selling.Independent expert backs Premier, Myer deal after recalculations. Billionaire Rinehart-backed Arafura gets fresh Labor buy-in. Macquarie to invest in US data centres. Cash-strapped Star ticks up amid Macau intrigue. Billionaire’s takeover interest fires up AVJennings.
Australian ETF industry’s value to soar beyond $300bn
A year after taking a record $33bn of cash inflows in 2024, experts believe Australian exchange-traded funds will surpass more than $300bn under management by the end of 2025.
Rebound on cards after Trump’s inauguration
Markets could rebound after Donald Trump’s inauguration with the Aussie dollar a ‘prime target’ for buyers as a lot of bad news has already been priced in, according to NAB.
US exceptionalism a beguiling narrative but is it realistic?
Investors are likely worried about the structural headwinds impacting economic and market performance in Europe, the UK and China – which reinforce the US exceptionalism narrative.
ASX 200 closes up on US on tariff hopes
ASX 200 ends 4 day losing streak on US tariff hopes. Ingenia Communities leaps 15 per cent after boosting its earnings guidance. Cash-strapped Star rises as mystery investor buys more stock. Telix beats revenue guidance. Car Group lifts after Tyres exit. Mesoblast raises $260m. Blundy-backed City Chic rises.
Bitcoin ‘could hit $400,000 under Trump’
Market analysts say Donald Trump’s policies coupled with growing favour among institutional investors could result in bitcoin more than doubling in value this year.
MA Financial’s $300m plan for the year’s first big float
MA Financial is well advanced with its plans to raise about $300m for a listed credit trust, which sources say is likely to be the first big float of 2025.
Economic uncertainty driven by a Trump guessing game
Will the change in US government generate fiscal prudence and what are growth implications of a withdrawal of government support from the economy? We all would like to know.
ASX 200 down; Star ticks up; Myer, Premier tank
Insignia rises on improved Bain bid. Weak sales updates from Myer, Premier weigh. Energy players gain as Brent hits $US81 per barrel. Low AUD threatens rate cuts. Star rising amid cash crisis talks.
Why US jobs spike will rattle Aussie investors
A robust US jobs report has fuelled rate-cut doubts, sending Wall Street tumbling, the Aussie dollar sliding and will unnerve local investors.
Investors ‘must be selective’ in shaky Aussie economy
VanEck APAC boss Arian Neiron says the RBA won’t be able to cut rates for months, warning investors need a new approach in 2025.
Two top stocks to sell right now
The tech sector has richly rewarded investors over the past year but our expert stock pickers say time’s up for two of the best performers. Here’s what you should sell.
Original URL: https://www.theaustralian.com.au/business/markets/page/3