Between the Bells

The broad Aussie market is expected to retreat 0.6% as investors roll out the playbook – and rotate to stocks benefiting from higher prices.  Investors are continuing to re-adjust their portfolios after bond yields rose again overnight.  What to watch today: Gold, Silver and Copper stocks are likely to see some profit taking as their base metal prices fell over 1% overnight.  Nickel rose 0.6% over...

The futures are suggesting the Aussie share market will lift 0.2% thanks to commodities charging.    What to watch today   Gold stocks like Newcrest Mining (ASX:NCM) and St Barbara (ASX:SBM), which are both are in downtrends and momentum is building in a southern direction. So, it could be worth waiting if you are looking at buying into these stocks.  Keep an eye on Copper stocks with strong share...

Almost in a reverse of what we’ve seen over the last week, the Nasdaq surged 2.9% and the S&P500 rose 2.4%. Investors bought heavily into big tech giants and economic recovery stocks, and sold down on bonds. So long-term interest rates have fallen and importantly they’ve also stabilised, proving the risk on mood is back.  The futures are suggesting the Aussie share market will lift 0.7%, which...

A bit of a rebound is on the cards to kick off March. The futures are suggesting the Aussie share market will lift 0.4% at the open.    This comes as the iron ore price rose, while big US tech names rebounded at the weekend, as bond yields retreated from their one-year peak.    What to watch today: Tech stocks are expected to see a bit of excitement and buying the dip action today. Cyclical stocks...

This week marked, not only the last but, the busiest week this reporting season. Despite most companies beating expectations, the Aussie share market dropped 1.2% this week (Mon-Fri) after the 10-year bond yield jumped 1.6% to a one-year high. In this week’s wrap, Jessica covers: (0:16) Why the market dipped despite a good report card (0:45) The Energy sector leading the way, rising 5% (1:31) What...

US stocks saw their biggest pull back since October with the Nasdaq falling 3.5% and the Dow losing 1.8%. It comes as investors are concerned that long-term interest rates, as measured by the US treasury yield rose 1.6% to a one-year high.  Following the pull back in global equities, the Aussie share market is tipped to fall 1.4%, which will erase this week’s rise.  What to watch today: Tech stock...

The broad Aussie share market is down 0.2% this week, but the futures are suggesting a 0.7% rebound.  Local tech stocks are down 8.5% this week, that’s the tech sectors biggest drop since March last year.  What to watch today:   Afterpay (ASX:APT) reported net transaction margin rose much more than expected, while it reported a loss when the market expected a profit. They also announced a $1.25 bi...

The Aussie share market is likely to pull back 0.4% - which could rub out half of yesterday’s gain of 0.9%. Commodity stocks are expected to charge again today, while tech stocks will likely move to a lower-gear following moves in overseas markets.    What to watch today: The Iron Ore price hit a brand new 9.5-year high - US$175.50 – a level not seen since September 2011 as China demand remains st...

The Aussie share market futures are suggesting a 0.2% rebound. Commodity stocks are set to lift the market, while the vaccine rollout continues to lift sentiment - with Australia awaiting the second shipment of Pfizer vaccines today. What to watch today: Commodity stocks will dominate headlines and will likely continue to do so this year as prices continue to rise on Chinese demand and lack of sup...

The Aussie share market futures are suggesting a 0.2% fall.  Australia’s vaccine rollout begins today and it’s the final hurrah week of reporting season with results out from LendLease Group (ASX:LLC) and NIB Holdings (ASX:NHF) today, plus Afterpay (ASX:APT) and Zip (ASX:Z1P) on Thursday.  Australian wage data is out for the quarter on Wednesday – expected to show wage growth slowed from 1.4% to 1...

The Aussie share market hit a new yearly high, for the fourth week in a row, after lifting 1.2% (Mon-Thu). The rally has been spurred on by positive economic news, like the unemployment rate falling to a nine-month low. In this week’s wrap, Jessica covers: (0:58) Materials rising 4.2% following stronger than expected results and record high dividends (1:15) EML Payments' (ASX:EML) shares char...

The Aussie share market is likely to close over 1% higher this week, and hopefully erase last week’s fall. What to watch today:   Australia’s biggest industrial and logistics property group Goodman Group (ASX:GMG) reported a 29% jump in profit to $1 billion in the half-year, almost double what the market expected.  Cochlear’s (ASX:COH) half-year profit rose 50% to $236.2m, despite the pandemic, wh...

The ASX200 is eyeing a fall of 0.3% at the open. Locally, Victoria’s 5-day COVID-19 lockdown has finished, and Facebook has restricted news viewing and sharing in Australia. Unemployment data will be released at 11:30am with the rate expected to fall from 6.6% to 6.5% in January. Australian Banking Associated reported 91% of pandemic deferred loans are now being repaid. Results highlights: CSL (AS...

The ASX200 is eyeing a fall of 0.3% at the open. The Therapeutic Goods Administration (TGA) approved AstraZeneca’s COVID-19 vaccine for use in Australia with it being produced in Melbourne by CSL (ASX:CSL). Bitcoin has reached US$50,000 after skyrocketing from US$5,000 2-years ago. Companies reporting: Fortescue Metals (ASX:FMG), Rio Tinto (ASX:RIO), Mount Gibson Iron (ASX:MGX), Whitehaven Coal (A...

The ASX200 is eyeing a lift of 0.3% at the open. The World Health Organisation said global daily COVID-19 have now dropped for 5 straight weeks, and US cases are at their lowest level since October. Frontline health workers and those in aged care will be the first to receive one of the 162,000 Pfizer COVID-19 vaccines that arrived in Australia yesterday, a part of the 20 million doses Australia or...

Aussie shares are likely to lift 0.6% to kick off the week, hopefully erasing Friday’s 0.6% fall.    80,000 Pfizer vaccine doses arrive in Australia this week to be stored at -70 degrees with DHL ready to despatch.    What to watch today: In the wake of restrictions, we could see further earnings squeezes in travel stocks like Transurban Group (ASX:TCL), Webjet (ASX:WEB), Flight Centre (ASX:FLT) a...

The Aussie share market hit a brand new 12-month high. With 65% of reported companies smashing expectations, and the market remaining in a technical breakout, it seems the bullish flag is continuing to be raised. However, there's still plenty to be across this reporting season. In this week’s wrap, Jessica covers: - (0:26​) The technical and fundamental trends supporting share market growth -...

The ASX200 is eyeing a flat open. Companies reporting results: Mirvac Group (ASX:MGR) reported a 36% drop in attributed half-year profit to $351.5 million. Arena REIT (ASX:ARF) reported its net profit rose 45%. Baby Bunting (ASX:BBN) reported its net profit rose 55% in the year but didn’t give future guidance amid COVID-19 uncertainty. Genworth Mortgage Insurance (ASX:GMA) results revealed an annu...

The ASX200 is eyeing a fall of 0.5% at the open. The Head of the Reserve Bank in the US assured Americans that interest rates will stay low until employment rates return to normal levels. Companies reporting results: Telstra (ASX:TLS) reported net profit after tax (NPAT) of $1.1 billion, which exceeded the expectation of $849 million. AMP (ASX:AMP) reported full year statutory NPAT of $177 million...

The ASX200 is eyeing a lift of 0.1% at the open. Companies reporting today: Commonwealth Bank (ASX:CBA), Insurance Australia Group (ASX:IAG), CIMIC (ASX:CIM), Megaport (ASX:MP1), Centuria (ASX:CNI) and Mineral Resources (ASX:MIN). Yesterday’s most traded stocks: Large caps: Zip (ASX:Z1P), ANZ Bank (ASX:ANZ) and Amcor (ASX:AMC) which all lost over 1% yesterday. Small caps: Reedy Lagoon (ASX:RLC) ro...

The ASX200 is eyeing a fall of 0.2% at the open ahead of some property businesses reporting results on the effect of reduced rent and vacancies due to COVID-19. Keep an eye on some of the most traded stocks from yesterday: Zip (ASX:Z1P) rose 13% and is suggested to rally again. Rent.com.au (ASX:RNT) gained 24% yesterday and early orders suggest another rally could be on the cards. Flexiroam (ASX:F...

The ASX200 is eyeing a lift of 0.1% at the open. The US unemployment rate fell to 6.3% in January, this was better than the projected 6.7% as Americans continue to head back to work. The US Democrats moved forward in the process of passing a $1.9 trillion COVID-19 relief bill without Republican votes. Imdex (ASX:IMD) and Charter Hall Long WALE REIT (ASX:CLW) report results today. Local trading ide...

 The market hit a 12-month high this week, rising 3% (Mon-Fri 10:30am) - that's the ASX200's best gain in 13-weeks. In keeping with tradition, better than expected company news, earnings results, and economic stimulus have driven this surge. But with a marked increase in retail investor trading in small and mid-sized companies, caution is advised... In this week’s wrap, Jessica covers: (...

The ASX200 is eyeing a rise of 1% at the open. Unemployment claims fell to 779,000 last week, less than the 830,000 claims expected. What to watch today: Companies reporting: News Corp (ASX:NWS) and REA Group (ASX:REA). Charter Hall (ASX:CHC) holds it AGM. Keep an eye on lithium companies given the hype from Wall Street. Australia’s Energy Minister Angus Taylor is also encouraging the government t...

The ASX200 is eyeing a fall of 0.3% at the open following the market rising to its highest level in almost 12 months. US equities charged for the third straight day, driven by better than expected company news and earnings results. What to watch today: Investors will be weighing up that Victoria’s plan for the return to work to be at 75% capacity on Monday has been paused. Companies reporting: Nic...