News

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11 February 2021 -

Benign Inflation | Briscoes Sales Boost

Inflation data for January showed US core consumer prices were flat for a second consecutive month (and up 1.4% year on year), below expectations.

10 February 2021 -

Week Ahead | Finding Value in a Market at Highs – QBE

markets marched higher for 6th straight session (the longest rally since August) on virus infection rates slowdown & prospects of more stimulus.

10 February 2021 -

Week Ahead | Finding Value in a Market at Highs

It is hard to find “value” when markets are at highs, but we see currently see value in QBE shares. Further, as we have discussed in the past, QBE is one of the only Australasian listed companies which benefits directly from higher US interest rates (as i

6 February 2021 -

Concerns Subside, RBA | Kiwi Property Group Update

The Australian market was higher yesterday (ASX 200 index +1.5%) with gains across the board as investor sentiment grew encouraged by RBA’s decision to extend and expand its bond-buying program.

6 February 2021 -

Alphabet Soars, NZ Employment | Sky TV Lifts Guidance

 The official unemployment rate in New Zealand fell to 4.9% in the December quarter, significantly lower than the 5.9 percent economists had expected.

6 February 2021 -

Rally Builds | Fletcher’s – Building Consents Boost

Fletcher Building (FBU) shares have been performing well recently as the property market boom continues. 

2 February 2021 -

Week Ahead | Climate Commission Report & Z Energy

it was probably easy to lose sight of the positive vaccine developments that took place over the past week. Over the weekend, the UK announced a huge day of vaccinations with 598k done in one day, almost 1% of the population

30 January 2021 -

GameStop Stonking | Pushpay Update

Headlines are being dominated by electronics gaming retailer GameStop, which was up +92% overnight (and another +54% after hours) extending its surge as day traders continued to pile into the heavily shorted retailer.

30 January 2021 -

Markets Tumble, Fed Decision | Coca-Cola Amatil

Global markets tumbled overnight (in the worst session since October last year (S&P 500 index -2.6%) as investors took profits and turned cautious.