ausbiz a.m

Heath Moss, Portfolio Manager at HLM Investments joins Andrew after a big night on US markets. The pair covers tech sector performance, Palantir earnings, SpaceX results and oil prices. Looking ahead to the local agenda we have earnings expectations, the RBA meeting, gold and energy market moves. Heath also delves into the banking sector and his preferred stocks.

Chapters

• 00:00 Global Market Overview
• 01:06 Tech Sector and Semiconductor Index
• 02:26 Palantir Earnings and SpaceX Results
• 04:04 Oil Prices and Market Sentiment
• 05:14 Earnings Expectations and Market Focus
• 07:03 RBA Meeting and Rate Hiking Cycle
• 08:08 Gold and Energy Market
• 11:04 Banking Sector and Property Market

We're into reporting season and Zach is watching the consumer discretionary sector. Get your morning market update including his stocks to watch, and how Banyantree is positioning for market conditions amidst geopolitical and economic volatility.

Takeaways

• Global market performance and key stock movements
• Earnings, investment, and local market expectations
• Consumer discretionary sector and property market opportunities
• Stocks to watch and positioning for market conditions

Chapters

• 00:00 Global Market Overview
• 02:06 Earnings and Investment
• 04:10 Local Market Expectations
• 05:14 Consumer Discretionary Sector
• 06:35 Property Market Opportunities
• 09:10 Stocks to Watch
• 11:07 Positioning for Market Conditions

Welcome to ausbiz a.m, presented by Andrew Geoghegan with guest David Lane from Focus Partners Australia.

Takeaways

• Amazon's impact on Wall Street
• Market sentiment and AI trade

Chapters

• 00:00 Global Market Wrap
• 01:31 Amazon's Impact on Wall Street
• 02:14 Market Sentiment and AI Trade
• 02:52 Concerns in the Middle East
• 03:44 Reporting Season Expectations
• 04:48 Consumer Discretionary Stocks
• 05:17 Stocks in Focus: Nick Scali
• 06:19 Stocks in Focus: REA Group
• 07:56 Stock Performance Expectations
• 09:25 Assessment of Beaten Down Sectors