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The S&P500 hit a record high overnight, underpinned by a surge in Tesla and optimism over rate cuts after Federal Reserve Chair Jerome Powell cheered recent progress on inflation.
Stocks edged higher overnight, buoyed by tech as stocks kicked off the second half of the year on the front foot ahead of Powell speaking in Europe and crucial monthly jobs report due later this week.
Stocks drifted lower on Friday after an early rally fizzled as investors digested in-line inflation data and weighed political uncertainty after the U.S. presidential debate.
Equities eked out a gain Thursday as investors weighed up a slump in chipmaker Micron and gains in consumer stocks just a day of key inflation data.
Equities ground higher overnight as surge in Amazon to a record high, joining the $2 Trillion club, helped push tech higher just days ahead of key inflation data.
By switching 5% of our BHYB holdings into FMG, we aim to capitalize on the potential price recovery and yield advantage offered by FMG. This move is expected to enhance our portfolio’s overall yield while leveraging FMG’s strong fundamentals and growth prospects.
Equities appeared lost for direction in the lead up to the key PCE data this Friday with Nvidia stemming the bleeding by bouncing 6.5% after a 20% fall from its highs last week
Equities were mixed overnight as profit taking in Semiconductor stocks saw a shift back to the blue-chip DOW and the Russel2000 (small caps) with Nvidia now down 14% in 4 days.
Equities closed marginally higher despite Nvidia taking a second 3% hit in a row, cooling from its recent melt-up, handing back #1 spot to Microsoft
After our timely trim less than a month ago, Lithium stocks have fallen heavily due to EOFY Tax loss selling.
Our relative value model now suggests that Liontown presents more long term value
Equities saw mixed performance this week, with AI mega caps hitting record valuations, despite broader market weakness and a cautious outlook from the Federal Reserve.
Equities closed lower Thursday after briefing topping the 5,500 milestone for the first time ever as Nvidia cooled its recent rally, dragging the broader tech sector lower and flurry of economic data pointing to signs of a weaker economy.
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