Closing Bell 19th January: Coal Surge Fuels ASX Rally
ASX buoyed by coal stocks’ strong performance, with Whitehaven and Yancoal leading gains. Optimism rises as commodity prices rebound, signaling robust market growth.
Bulls vs. Bears: Uranium’s Rising Tide & Middle East Tensions
In this episode of “Bulls vs. Bears,” we examine the rise in Uranium prices, driven by supply constraints and growing energy demands. The discussion includes insights from a CEO on the industry’s future. We also analyze tensions in the Middle East, assessing their impact on global markets. Additionally, the episode covers the Davos World Economic Forum, U.S. bank earnings reports, and trends in agriculture and retail stocks. This comprehensive analysis offers listeners a deep dive into current financial market dynamics.
Pre-Market Pulse 19th January – US Job Claims Low, Tech Stocks Surge Amid Rate Cut Speculations
Global markets show mixed trends: US job claims at record low, tech stocks like Apple surge, while commodities rebound and Bitcoin declines amid rate cut debates.
Closing Bell 18th January: Australian Job Market Falters for December
Australia’s job market takes a hit with a significant loss of 65,116 jobs in December, challenging the economic outlook and influencing ASX trends.
Balanced & Conservative Portfolio Portfolio Recommendations: Add 2.5% Ebos Group Ltd (EBO) & Add 2.5% Betashare Global Healthcare ETF (DRUG)
Amid economic uncertainties, healthcare remains resilient, benefiting from consistent needs and innovation. This strategic move offers stability and growth potential in a fluctuating market.
Closing Bell 17th January: ASX Dips Amid Global Rate Cut Speculations Waller’s Speech Impacts Markets
ASX faces midday downturn, tracking global markets after Fed’s Waller cools rate cut hopes. NAB revises RBA stance, while Evolution Mining sees significant fall.
Balanced Portfolio Recommendations: Take Profit Telix Pharma(TLX)
Take Profit Telix Pharma (TLX) in our balanced portfolio, we will take half our allocation for a 15.8% profit as we see the overall market underperforming in the next couple of weeks.
Alpha Portfolio Recommendation: Take Profit – Deep Yellow (DYL)
A recent rally in the underlying Uranium price has seen the spot price rally from $80 to a fresh 16-year of $104. We have hit profit target for Deep Yellow and taken a 26% profit on the trade.
Weekend Edition: 12th January 2024
Discover key financial insights with MPC Markets Weekend Investor Newsletter. Expertly curated, it guides investors through global market trends and strategies, fostering informed investment decisions. Subscribe now.
Closing Bell 12th January: Uranium Producers Shine – Ongoing Surge in Market Amidst Global Demand
“Uranium producers remain in the spotlight, as stock values surge with increasing global demand, marking a significant uptrend in the energy sector.
Alpha Portfolio Recommendation: SELL (Price Target Hit) Paladin Energy Ltd (PDN)
A recent rally in the underlying Uranium price. The we have hit the recent highs for Paladin and recommend taking our position off as it has hit profit target.
Closing Bell 11th January: ASX Climbs as Tech and Mining Shares Rally SILEX and SOUTH32 Lead Gains
ASX sees robust gains led by SILEX and SOUTH32, with tech and mining sectors driving the surge amid positive global market sentiments and local growth.