Investors had a volatile end to January as they weighed the Federal Reserve’s pause on rate cuts, a busy earnings season and the prospect of new tariffs. Given these dynamics and the volatility in the stock market, it could be difficult for investors to pick the right stocks for their… Read More »Top Wall Street analysts are optimistic about the growth prospects of these 3 stocks
Investors in Australian private equity funds face a cumulative $25 billion wipeout as valuations for portfolio businesses can no longer escape the effect of higher interest rates, shrunken profit margins and reduced prices for benchmark assets. New research by global consulting firm Alvarez & Marsal concluded that a near tripling in capital… Read More »Private equity funds face ‘$25b’ valuation wipeout
Markets and local business leaders were sure Trump’s tariffs threats were a negotiating tactic. A serious rethink is suddenly needed, especially Down Under. At any other time, there’d be something faintly amusing about the fact the market has been apparently caught by surprise after the first salvo in a tariff… Read More »Australia risks worst of both worlds in Trump tariff war
Skin in the game. An owner’s mindset. There are lots of phrases to describe what makes founder-led companies special, but Oscar Oberg and Tobias Yao prefer to sum it up with one word: obsession. The fund managers from Wilson Asset Management are the brains behind a new Founders Fund that… Read More »The huge red flag this new ASX founders fund is watching for
How has the market managed to hold its ground near record highs against a jarring breakdown in the bull market’s bell cow Nvidia, a jumpy bond market, some uninspiring results from Apple and Microsoft and on-and-off-and-on tariff threats against the Americas’ largest trading partners? By relying on the two most powerful forces blowing through Wall… Read More »The two powerful forces that have kept this bull market from breaking down
Check out the companies making headlines in midday trading: American Airlines — Shares fell 2.5% after an American Airlines regional jet collided with an Army helicopter in Washington, D.C., marking the first fatal commercial airline crash on U.S. soil since 2009. Nvidia — Shares pulled back more than 3% as the chipmaker remained under… Read More »Stocks making the biggest moves midday: IBM, Caterpillar, Nvidia, Comcast, UPS and more
TPG managing director Inaki Berroeta says he hopes to woo Telstra customers as it starts offering Optus’ regional phone network and finalises a restructure that increases its reliance on earnings from mobile services. The network-sharing arrangement kicks off on Thursday after TPG and Optus secured regulatory approval in September for… Read More »TPG turns on its Optus tie-up, hoping to steal Telstra customers
Frankfurt | The European Central Bank lowered borrowing costs for a fifth time since June, with the region’s economy stalling and the 2 per cent inflation target in reach. Officials reduced the deposit rate by a quarter-point to 2.75 per cent — as predicted by all analysts in a Bloomberg poll.… Read More »ECB cuts rates for fifth time as eurozone economy flat lines
US and Australian monetary policies are on increasingly different paths. The Federal Reserve has indicated it is in no rush to cut interest rates, while in Australia, expectations of Reserve Bank easing are on the rise. On Thursday, National Australia Bank joined the other big four in tipping an interest… Read More »US Fed cools rate cut talk as prospects of RBA easing balloon
Stocks rose on Thursday, posting gains in a bout of rocky trading as investors weighed the latest earnings from Big Tech companies. The Dow Jones Industrial Average popped 168.61 points, or 0.38%, closing at 44,882.13. At its session highs, it had added nearly 300 points. The S&P 500 rose 0.53% to 6,071.17, while the Nasdaq… Read More »Dow closes more than 150 points higher in volatile session after slew of earnings reports: Live updates