Henry’s Take
Uranium – We have to talk.
OPT – going against the tide. For now.
Ask the Analyst Friday at 5.30pm.
Livewire Session with James Gerrish talking Banks v Miners.
Market Take
Cashed up and happy to watch from the sidelines.
RBA this week – Expecting no change – Hawkish tone.
Volatility and risks rise.
Overnight Friday –
The sell-off on Wall Street continued for a second consecutive session overnight. Weak jobs data fuelled worries that the Fed's decision to hold rates at two-decade highs is risking a hard landing/recession. Market fears have triggered a surge in volatility seeing the VIX jump to 23.39 (+25.8%), its highest since March 2023. The S&P 500…
Members Podcast This Week
All of this weeks members podcasts this week.
Henry’s Weekend Take
THE WEEK THAT WAS They say that a week is a long time in politics, but a week is an even longer time in the stock market. We have now lurched from record highs and some euphoria, the Great Rotation (remember that?) and a US economy that refuses to lie down, to a world where…
End of Day Report – Australian Shares Dive Amid Global Market Volatility
ASX 200 drops 172 points in the worst one-day fall in 16 months, to 7943 (-2.1%). For the week, we are relatively unchanged. All that record-breaking rally was undone. Big hits across the board as US markets led us lower and Japan in trouble. Banks were sold off aggressively, with CBA leading the sell off down…