Market Summary

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16 Sep

Weekly Market Update (Issue 565) – 16 September 2019

By | 2019-09-16T17:20:25+11:00 September 16th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week Commonwealth Bank (CBA), Westpac (WBC), ANZ (ANZ), National Australia Bank (NAB), Bellamy’s (BAL), IOOF (IFL), Challenger (CGF), BWX (BWX), Pendal (PDL), Oil Search (OSH) Key market themes Trade tensions easing > Fresh from news that the next round of trade talks would kick off early next month, there was also suggestion [...]

9 Sep

Weekly Market Update (Issue 564) – 9 September 2019

By | 2019-09-09T16:31:01+11:00 September 9th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week VGI Partners (VG1), Downer (DOW) Key market themes Slowing global growth US August manufacturing data came in at 49.1 and demonstrated the first monthly decline since 2016. Concerningly, the indicator of new order growth declined at a more rapid rate than the inventory measure, making this only the 5th time to [...]

2 Sep

Weekly Market Update (Issue 563) – 2 September 2019

By | 2019-09-02T16:42:30+11:00 September 2nd, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week IOOF (IFL), Webjet (WEB), Boral (BLD), Reliance Worldwide (RWC)), Afterpay (APT), Woolworths (WOW) Key market themes Tariff wares escalating – very concerning > Tariffs were levied on additional US and Chinese exports to each’s respective countries over the weekend, further escalating tensions and showing we remain well apart from any tangible [...]

27 Aug

Weekly Market Update (Issue 562) – 27 August 2019

By | 2019-08-27T15:04:25+11:00 August 27th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week BWX (BWX), Downer (DOW), IOOF (IFL), Webjet (WEB), Boral (BLD), Reliance Worldwide (RWC)), AMCOR (AMC) Key market themes Tariff wares escalating – very concerning > Our stance for much of 2019 has been that self-interest would ensure an ultimate resolution on the Sino-American trade war, with President Trump needing a resolution [...]

19 Aug

Weekly Market Update (Issue 561) – 19 August 2019

By | 2019-08-19T16:52:38+11:00 August 19th, 2019|Market Summary, Weekly Market Update|0 Comments

Securities mentioned this week CSL (CSL), Challenger (CGF), Woodside (WPL), Magellan Financial (MFG), Telstra (TLS), Boral (BLD), James Hardie (JHX), Reliance Worldwide (RWC) Key market themes Ongoing tariff uncertainty > Chinese authorities publicly rebuked the United States for threatening to impose a 10% tariff on the remaining $300bn of un-tariffed exports to the United States [...]