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30 November 2020, 2:30 PM
The gold price has softened on the back of increasing global confidence as Covid-19 vaccine developments make progress. The path to normal remains rocky and we think markets are too upbeat on vaccine timing – we expect volatility will create trading opportunities.
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30 November 2020, 9:30 AM
Mitchell Services (MSV), Goodman Group (GMG), Sonic Healthcare (SHL), Ramsay Health Care (RHC) and Empire Energy Group (EEG)
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By Michael Knox
29 November 2020, 10:44 AM
A falling US Dollar and cheap US rates should generate increased US dollar finance for trade in emerging economy exports.
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27 November 2020, 5:00 PM
Today’s bank to the future podcast is with Steve Lapin of ASX listed Zebit (ASX Code: ZBT). Zebit plays within the Buy Now Pay Later predominately in the US.
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27 November 2020, 4:30 PM
Today’s episode is with Charlie Youakim from Sezzle (ASX: SZL). Sezzle plays in the Buy Now Pay Later (BNPL) sector and Charlie goes into detail on how they are competing in what is quite a crowded market.
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26 November 2020, 8:30 AM
Orocobre (ORE), Nanosonics (NAN), Emeco Holdings (EHL), and New Hope Corporation (NHC).
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By Adrian Prendergast
26 November 2020, 12:00 AM
An eventual Covid recovery, building supply response, and the prospect of a weakening US dollar have combined to leave us bullish on our oil & gas coverage. We have made short- and medium-term upgrades to our oil price forecasts.
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By Michael Knox
25 November 2020, 11:30 AM
Michael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter.
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By Tom Sartor
23 November 2020, 2:25 PM
The dominant global technology and consumer franchises are leveraging COVID inspired structural shifts and continue to lead the market recovery.
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23 November 2020, 8:00 AM
Estia Health (ETE), SCA Property Group (SCP), FlexiGroup (FXL), Data#3 (DTL and ResMed Inc (RMD).
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