Stock updates.
Fed tilts a little. No real surprises.
Lithium looking better. Uranium too.
Copper stocks in focus.
Where do the ideas come from?
Its all on this morning. The Fed Meeting didn’t change anything for the worse – dovish, three cuts coming – as desired (see below). US markets have discounted the three, not four cuts message already. Bond yields dropped 1.6bp and 8.1bp (10Y and 2Y). SPI Futures up 47 after a 7 point drop in the ASX 200 yesterday. Dow Jones up 400.
US equities rose overnight, with all three major indices finishing in the green as markets…
Record highs in the US as they wait for the Fed tonight. RBA dovish – bond yields and Aussie dollar dip. Nvidia messaging – data centre spend growing at 25% pa. Why Banks are at their highs. Because they are big not great. Some brokers buying Resources after the fall. The Copper and Nickel trade. Where to park cash. Nothing for nothing. The best income idea at the moment.
SUMMARY No change to LLC. TNE hits a 52–week high. Held in the Growth Portfolio.…
Fat and Happy at Easter?
Resources taking it in turns.Oil and gas?
Central bank week. What will we learn?
Young people have sussed it.
ASX 200 limped 7 points lower at 7696 (-0.1%) after a positive start gave way…