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Weekend edition EP71: The worlds richest man & the worlds most powerful man have a social media “spat”
The worlds richest man & the worlds most powerful man have a social media “spat”
US earnings
Weekend edition EP70: Nvidia does the heavy lifting again
In this episode, Jonathan and Mark discuss various market trends, including Nvidia’s strong earnings, the approval of Woodside’s gas project, and the implications of a potential bear market rally. They analyze the performance of the ASX, US earnings, and bond market dynamics, while also touching on geopolitical factors affecting commodities like uranium, gold, and silver. The conversation wraps up with predictions for the upcoming week and insights into investment strategies in the crypto space.
Pre-Market Pulse 27th May – Nvidia carries the weight of the market on it shoulders
Stocks push higher on Friday as the Nasdaq rallied to a record close, ending the week with a win as a Nvidia-led surge fueled bullish bets on stocks offsetting jitters about higher longer interest rates ahead of the long holiday weekend.
Pre-Market Pulse 24th May – Bond yields drag stocks lower despite Nvidia’s AI optimism
Stocks slipped from record highs as rising Treasury yields on signs of sticky inflation dented rate-cut hopes offsetting an Nvidia-led charge higher in tech stocks.
Pre-Market Pulse 23rd May – Fed minutes show concerns on Inflation, Nvidia beats
Stocks closed lower Wednesday, a day after notching a record high as investors digested the minutes from the Federal Reserve May meeting showing concerns about progress on inflation.
Pre-Market Pulse 22nd May – Market treads water ahead of Nvidia results
Stocks eked out a small gain as the S&P 500 and Nasdaq closed at record highs Tuesday as the intraday dip in tech was bought ahead of eagerly awaited earnings from AI-darling Nvidia due Wednesday.
Pre-Market Pulse 21st May – Stocks mixed, Metals higher on Asian Central Bank buying
Stocks traded in tight ranges Monday, with investors cautious ahead of more cues on interest rates and earnings this week. Metals held their Asian session gains with Gold and Copper settling at record highs and Silver pushing to 12-year highs at $32
Pre-Market Pulse 20th May – Equities stall, Metals surge higher
The Dow closed above 40,000 for the first time ever on Friday, notching a five-week win streak as rate-cut hopes while precious metals soared with copper & Gold making a record highs and silver playing catch-up with gold at new decade highs
Pre-Market Pulse 17th May – Equities take a breather as Fed says CPI “not enough” to cut rates
The DOW briefly topped 40,000 for the first ever as investors weighed up comments from Fed Williams, a rebound in Treasury yields and a rally in Walmart.
Pre-Market Pulse 16th May – Stocks push to new highs on “cooling” inflation
Stock pushed to new highs as consumer inflation cooled more than expected following three months of upside surprises, boosting hopes for sooner rate rates and sending Treasury yields sharply lower
Pre-Market Pulse 15th May – Nasdaq hits fresh high despite higher Inflation
Stocks ignored a hotter-than-expected inflation report as Federal Reserve chairman Jerome Powell said the current level of interest rates is working to curb inflation. In commodities, copper continued its bull run to fresh 2-year highs at $11,000t ($5.05lb) on shortage concerns.
Pre-Market Pulse 14th May – Stocks flat as investors wait on Inflation data, Copper spikes
Stocks as investors awaited key inflation report due later this week that will likely play a role in shaping the Federal Reserve’s monetary policy outlook.
