ausbiz a.m

Angus Geddes from Fat Prophets discusses the bond market's concern about geopolitics, inflation and potential rate hikes, which led to selling pressure across global equity markets. Earnings season in the local market showed marked down companies missing expectations and rewarded those beating expectations. Angus says the resources sector, particularly copper and gold producers, showed positive surprises in earnings. He says the outlook for gold and copper remains bullish, with a focus on larger and mid-tier producers. Energy and coal miners also presented investment opportunities.

Chapters

• 00:00 Global Market Overview
• 01:30 Bond Market Concerns and Stock Market Impact
• 03:07 Earnings Season in the Local Market
• 04:30 Positive Surprises in the Resources Sector
• 05:43 Bullish Outlook for Gold and Copper
• 10:16 Investment Opportunities in Energy and Coal Miners

The conversation with Andrew Wielandt from DP Wealth Advisory covers the BHP results, healthcare sector, and ETFs. He discusses the impact of iron ore prices on BHP, the expectations for CSL's results, and the interest in income-focused ETFs. The conversation also touches on the budget's impact on investments and the performance of healthcare and banking ETFs.

Chapters

• 00:00 BHP Results and Capital Allocation
• 01:19 Healthcare Sector Expectations
• 02:54 Interest in Income-Focused ETFs

The morning wrap from Ausbiz provides an overview of the Australian share market, global market movements, and previews the day ahead. Kai Chen from MPC Markets covers topics such as market performance, oil prices, precious metals, banking sector, retail sector, material sector, resources, and healthcare sector.

Chapters

• 00:00 Market Performance and Global Market Movements
• 02:31 Sector-Specific Insights: Banking and Retail
• 05:04 Sector-Specific Insights: Material and Resources
• 08:37 Sector-Specific Insights: Healthcare

Mitch Stone from Invest with Mitch discusses the overnight market moves and delves into specific stocks and sectors, such as tech stocks. Mitch analyses Treasury Wines' results and previews Baby Bunting, and Karoon Energy.

Chapters

• 00:00 Market Update and Global Performance
• 01:37 Tech Stocks and Market Caution
• 02:52 Treasury Wines and Reporting Season
• 05:39 Baby Bunting Analysis
• 08:23 Karoon Energy Potential

Michael Carmody from Centennial Asset Management discusses the US market performance, inflation data, and the impact on interest rates. He also covers the results of major companies like CBA, ANZ, Seek, Premier, Suncorp, IAG, and Telstra. The conversation concludes with a focus on M&A activity and expectations for the reporting season.

Chapters

• 00:00 Market Performance and Inflation Data
• 03:00 Results of Major Companies
• 08:06 M&A Activity and Reporting Season Expectations

James Gerrish from Market Matters joins the morning wrap to discuss the negative start to the Australian share market, global market movements, and the upcoming inflation read in the US. James also covers the impact of inflation on oil prices, bond yields, and equity markets, as well as the key results ahead today from CBA and Suncorp.

Chapters

• 00:00 Market Movements and Inflation Impact
• 03:00 Key Results from CBA and Suncorp

The morning wrap from AusBiz covers the global market performance, RBA decision, and local market events. Jimmy Jang from GBA Capital discusses Wall Street's performance, a likely hawkish hold from the RBA, reporting season, and opportunities in the local market, including gold and tin stocks.

Chapters

• 00:00 Global Market Performance
• 03:38 RBA's Hawkish Hold
• 07:15 Reporting Season and Local Market Opportunities

Henry Jennings from Marcus Today discusses the weaker than expected US jobs report and what's ahead on the ASX today. And he focuses on the big banks with Westpac releasing its results this morning.

Nadine is joined by Jun Bei Liu, Lead Portfolio Manager at Ten Cap. They cover the recent performance of U.S. stocks, the impact of corporate earnings and the peace deal between the US and Iran. Jun Bei delves into the current AI thematic, plus what the bond market is telling investors. All eyes of course on reporting season here with some big names already having delivered (ASX: REA) and plenty more to come.

Chapters

• 00:00 U.S. Stock Performance and Geopolitical Impact
• 02:34 AI Thematic and Bond Sales
• 04:48 Australian Market Performance
• 08:08 Company Results and Reporting Season Outlook

In the morning wrap from ausbiz, Adam Dawes from Shaw and Partners covers global markets, tech sector weakness, and the Australian market's recent rally. It also delves into the expectations for reporting season and the outlook for healthcare and property-related stocks.

Takeaways

• Global market performance
• Expectations for reporting season

Chapters

• 00:00 Outlook for Healthcare and Property Stocks