The COB from ausbiz

After yesterday's JobKeeper-induced excitement, the market was back to earth with a thud today. Surges in Victorian COVID cases to a new high of 484 made for a subdued mood and a lift for gold miners. The AUD is sitting comfortably above 70 cents at 15-month highs - also up against the pound, euro and yen. Our top three VODs today are: All aboard the silver train! The Aussie medtech making breakth...

The government finally dropped the news that JobKeeper and JobKeeper would stretch until March next year and maybe even until the 2021 election according to Scomo. Hmmm... A glimmer of hope for a vaccine from Oxford Uni no doubt added to the positive mood. The ASX200 closed up 2.5% with techs leading the way thanks to a record high lead in from the NASDAQ. Our top three VODs today are: Fidelity's...

Rising coronavirus cases in NSW and no real decline in Victoria gave investors the yips, with the ASX200 closing down 0.5%. Gold is back in favour with energy and telcos leading the drops. Consumer discretionary and financials were also under pressure with tech and materials partially offsetting the declines. Out off session futures are down 0.3% pointing to a flat open for Wall St tonight. O...

A pedestrian market market today, closing up 0.4%. BNPLs recovered much of the steep losses of this week. Fortescue hit new records after a strong rally in prices earlier in the week. US out-of-session futures up, pointing to a positive open for Wall St but Netflix after-market down 10%. Our top three VODs today are; "Tesla is really juicing their financials" Stage Four could cripple the real esta...

The local market reversed some of yesterday's gains, with mixed data coming through. Chinese economic data was relatively upbeat (except for retail sales) while the ABS reported a 22-year high unemployment rate of 7.4% for June. Banks and iron ore miners led the losses with the tech sector down 1.2%. BNPLs took a major hit - Z1P down 10%, SZL down 7% and APT down 1%.Our top three VODs today are: H...

The local market received an injection of optimism today in the form of news that Moderna's COVID-19 trials were showing 'promising' results. Talk about deja vu all over again! Anyway, the ASX closed up 2% - also helped by a positive lead from Wall St - with miners, tech and healthcare leading the way. The optimism also flowed into the Aussie dollar, which rallied up to that US70 cent mark that it...

A flat session for the ASX as investors followed the turnaround in US tech stocks overnight. The BNPLs copped the brunt of the sell off with Afterpay down 7%. A lift in the iron ore price helped the miners a touch with consumer staples up 0.2%. Out of session US futures are up 0.5%, pointing to a positive open for Wall St tonight. Our top three VODs are: iPhone 12 could make Apple world'...

A solid start to the week with a positive lead from Wall St on Friday flowing through to the local market. The ASX climbed above 6,000 points before dipping back in afternoon trade. Banks, miners and REITs led the way, with a rotation out of recent growth sectors like health and tech, which saw Afterpay down 1%. The BNPL dream run is far from over though - Sezzle up 17%, ZIP up 6% and Sp...

Our top four VODs for today: BNPL is great, but it's Amazon and Microsoft that will thrive post-COVID   QuickFee CEO: Maintaining blue skies in the US is our priority   Australia caught between its largest trading partner and its largest security partner   Upgrades galore for the commodities! Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs for today:   CEO chat: Cold calling leads Oovvuu to ink deal with WordPress   The curious case of the irrational markets   Meet the Australian small cap biotech that just made the big time! Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs for today are:   The bulls are in control and we could still see a V   Size does matter when it comes to the retail sector   Kate Carnell's wishlist for SMEs amid fresh lockdowns Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs from today:   Hogan: "The Australian economy probably has a real unemployment rate of 15%"   Afterpay is "trying to be the global dominant player"   CEO Chat: Unique technology powers rise in share price Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs today: Quant trade: Find companies that provide earnings leadership   The Aussie government needs to do two things: Go hard and go smart   SelfWealth CEO Chat - fourth qtr revenue doubles to $4.18 million Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs today: CEO Chat: Dicker Data gets ready to go global   Hands down the biggest risk to recovery is the consumer   CEO Chat: "Cafe is Australian for small business" Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs of the day: Jumbo CEO: News that Tabcorp commissions would halve is "not quite" correct   If you want to reshape your portfolio, just do it with your eyes wide open!   CEO Chat: Feeling confused about housing grants? This one's for you Hosted on Acast. See acast.com/privacy for more information.

Our three VODs of the day are:   Without doubt, macro events will drive markets in the next 12 months   Open Banking to stimulate innovation says IBM   Cuts to ad spend have had a 'devastating' impact on the industry Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs of the day: ASIC says 80% of lockdown retail day traders have lost money   CEO Chat: There's gonna be no issues with this new gold venture   Get ready for 'regime change' when a vaccine arrives Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs of the day are:   Valuations are toppy, making time horizon key for investors   The Recovery Book: What Australian governments should do now   The Office Hosted on Acast. See acast.com/privacy for more information.

Our top three for VODs for the day are: Risky business: airlines and travel "still don't have revenue"   Sezzle CEO: eCommerce focus keeps Sezzle soaring as it attains B Corp status   Say goodbye to art and hello to pinpall machines Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs of the day: Bapcor CEO: Stimulus spices up sales for Autobarn   Climate of uncertainty makes asset valuations post COVID "unknown"   CEO Chat: Where to next for 3P Learning following its deal in the Middle East Hosted on Acast. See acast.com/privacy for more information.

Our top 3 VODS for today: MTO races ahead   "The secret's out of the bag... sustainable investing is outperforming other mainstream investments"   CEO Chat: Aroa to IPO with Asia in its sights Hosted on Acast. See acast.com/privacy for more information.

Our top three VODs of the day:   Humm is humming, as is the FlexiGroup share price   "The cloud lives somewhere. It lives in data centres."   Nervous market drops over 1% after Trump adviser says China trade deal over. Then gains it all back. Hosted on Acast. See acast.com/privacy for more information.

Today’s Top 3 VODs on ausbiz: Chinese e-commerce names riding momentum but income plays abound.   "People need to reset expectations of what to pay for stocks"   They're buying, but the majority are holding Hosted on Acast. See acast.com/privacy for more information.

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Paul Zahra appreciates the sugar hit, but really wants some meat and veggies   CEO Chat: G8 expects drop in attendan...

The COB Podcast is sponsored by Kapstream, pioneering global absolute return fixed income investing since 2007, and one of Australia's largest and most awarded credit fund managers. Find out more about Kapstream's funds and read the PDS at kapstream.com Today’s Top 3 VODs on ausbiz: Job shocker: Jobless rate rises to 7.1% but we're through the worst says chief economist   Splitit CEO: "Next stage...