Material Matters: Energy, Titanium And Zinc
A glance through the latest expert views and predictions about commodities. Energy; mining outlook; leading indicators; titanium dioxide; and zinc.
Read MoreFn Arena News
Overnight: Waiting For Trade News
Trade talks with Canada resume tonight hence the first trading day of the month for Wall Street was a flat one. Dow down -12.
Read MoreOvernight: False Dawn
Having hit a new decade high on Wednesday, yesterday the computers tried to inspire a momentum trade from the open, pushing the ASX200 up 20 points. The market wasn’t having it though, and two more attempts in the session to rally higher failed, leading to a late sell-off and a square close.
Read MoreNext Week At A Glance
Mercifully, the local earnings season is officially over as of today. There are a couple of reprobates reporting next week, but otherwise we can call it a wrap. FNArena will provide summaries and assessments next week.
Read MoreAustralian Corporate Bond Price Tables
Corporate bonds offer an alternative to equity investment in providing a fixed “coupon”, or interest payment, unlike equities which pay (or not) non-fixed dividend payments, and a maturity date, unlike equities which are open-ended.
Read MoreOvernight: North Of The Border
Trading on the local market started with a positive tone yesterday despite no lead from Wall Street, with glimmers of hope appearing in the US vs ROW trade war. Once again earnings results provided early impetus.
Read MoreOvernight: Rest Day
After a solid run-up to new highs, Wall Street felt the heat and took a break last night, albeit creeping to further new highs. Dow up 14.
Read MoreAustralian Listed Real Estate Tables
Investors looking to diversify away from straight equity can invest in property as an alternative via direct investment, or by investing in units of listed or unlisted real estate investment trusts (REIT) or the shares of property developers.
Read MoreOvernight: South Of The Border
| World Overnight | |||
| SPI Overnight (Sep) | 6264.00 | + 28.00 | 0.45% |
| S&P ASX 200 | 6268.90 | + 21.60 | 0.35% |
| S&P500 | 2896.74 | + 22.05 | 0.77% |
| Nasdaq Comp | 8017.90 | + 71.92 | 0.91% |
| DJIA | 26049.64 | + 259.29 | 1.01% |
| S&P500 VIX | 12.16 | + 0.17 | 1.42% |
| US 10-year yield | 2.85 | + 0.02 | 0.78% |
| USD Index | 94.75 | – 0.39 | – 0.41% |
| FTSE100 | 7577.49 | + 14.27 | 0.19% |
| DAX30 | 12538.31 | + 143.79 | 1.16% |
By Greg Peel
Read MoreOvernight: Trade Weighs
| World Overnight | |||
| SPI Overnight (Sep) | 6240.00 | + 19.00 | 0.31% |
| S&P ASX 200 | 6244.40 | – 21.60 | – 0.34% |
| S&P500 | 2856.98 | – 4.84 | – 0.17% |
| Nasdaq Comp | 7878.46 | – 10.64 | – 0.13% |
| DJIA | 25656.98 | – 76.62 | – 0.30% |
| S&P500 VIX | 12.41 | + 0.16 | 1.31% |
| US 10-year yield | 2.82 | – 0.00 | – 0.07% |
| USD Index | 95.62 | + 0.53 | 0.56% |
| FTSE100 | 7563.22 | – 11.02 | – 0.15% |
| DAX30 | 12365.58 | – 20.12 | – 0.16% |
By Greg Peel
Read MoreNext Week At A Glance
We’re now through the worst of the local results season, praise the Lord, in terms of busy days due to volume of reporting companies. However there remain around another hundred companies (covered by FNArena database brokers) left to report. Thankfully, given the month stretches right to the end of the week this year, that remaining volume is fairly evenly spread out.
Read MoreOvernight: Making History
| World Overnight | |||
| SPI Overnight (Sep) | 6253.00 | + 17.00 | 0.27% |
| S&P ASX 200 | 6266.00 | – 18.40 | – 0.29% |
| S&P500 | 2861.82 | – 1.14 | – 0.04% |
| Nasdaq Comp | 7889.10 | + 29.92 | 0.38% |
| DJIA | 25733.60 | – 88.69 | – 0.34% |
| S&P500 VIX | 12.25 | – 0.61 | – 4.74% |
| US 10-year yield | 2.82 | – 0.02 | – 0.74% |
| USD Index | 95.09 | – 0.16 | – 0.17% |
| FTSE100 | 7574.24 | + 8.54 | 0.11% |
| DAX30 | 12385.70 | + 1.21 | 0.01% |
By Greg Peel
Read MoreOvernight: Circuses In Town
| World Overnight | |||
| SPI Overnight (Sep) | 6240.00 | – 19.00 | – 0.30% |
| S&P ASX 200 | 6284.40 | – 60.60 | – 0.96% |
| S&P500 | 2862.96 | + 5.91 | 0.21% |
| Nasdaq Comp | 7859.17 | + 38.17 | 0.49% |
| DJIA | 25822.29 | + 63.60 | 0.25% |
| S&P500 VIX | 12.86 | + 0.37 | 2.96% |
| US 10-year yield | 2.84 | + 0.02 | 0.74% |
| USD Index | 95.25 | – 0.51 | – 0.53% |
| FTSE100 | 7565.70 | – 25.56 | – 0.34% |
| DAX30 | 12384.49 | + 53.19 | 0.43% |
By Greg Peel
Read MoreOvernight: Steady As She Goes
| World Overnight | |||
| SPI Overnight (Sep) | 6311.00 | – 3.00 | – 0.05% |
| S&P ASX 200 | 6345.00 | + 5.80 | 0.09% |
| S&P500 | 2857.05 | + 6.92 | 0.24% |
| Nasdaq Comp | 7821.01 | + 4.68 | 0.06% |
| DJIA | 25758.69 | + 89.37 | 0.35% |
| S&P500 VIX | 12.49 | – 0.15 | – 1.19% |
| US 10-year yield | 2.82 | – 0.05 | – 1.74% |
| USD Index | 95.76 | – 0.34 | – 0.35% |
| FTSE100 | 7591.26 | + 32.67 | 0.43% |
| DAX30 | 12331.30 | + 120.75 | 0.99% |
By Greg Peel
Read MoreNext Week At A Glance
This week the local earnings season became rather busy. Next week it’s a case of OH MY GOD. Readers might like to take a few hours out of their day to have a look at the FNArena Calendar. There’s no point in me suggesting highlights.
Read MoreOvernight: A Glimmer
| World Overnight | |||
| SPI Overnight (Sep) | 6280.00 | – 2.00 | – 0.03% |
| S&P ASX 200 | 6328.30 | – 0.70 | – 0.01% |
| S&P500 | 2840.69 | + 22.32 | 0.79% |
| Nasdaq Comp | 7806.52 | + 32.41 | 0.42% |
| DJIA | 25558.73 | + 396.32 | 1.58% |
| S&P500 VIX | 13.45 | – 1.19 | – 8.13% |
| US 10-year yield | 2.87 | + 0.02 | 0.67% |
| USD Index | 96.58 | – 0.12 | – 0.12% |
| FTSE100 | 7556.38 | + 58.51 | 0.78% |
| DAX30 | 12237.17 | + 74.16 | 0.61% |
By Greg Peel
Read MoreOvernight: Ten Cents’ Worth
| World Overnight | |||
| SPI Overnight (Sep) | 6241.00 | – 53.00 | – 0.84% |
| S&P ASX 200 | 6329.00 | + 29.40 | 0.47% |
| S&P500 | 2818.37 | – 21.59 | – 0.76% |
| Nasdaq Comp | 7774.12 | – 96.78 | – 1.23% |
| DJIA | 25162.41 | – 137.51 | – 0.54% |
| S&P500 VIX | 14.64 | + 1.33 | 9.99% |
| US 10-year yield | 2.85 | – 0.04 | – 1.49% |
| USD Index | 96.70 | + 0.02 | 0.02% |
| FTSE100 | 7497.87 | – 113.77 | – 1.49% |
| DAX30 | 12163.01 | – 195.86 | – 1.58% |
By Greg Peel
Read MoreOvernight: Breathe A Sigh
| World Overnight | |||
| SPI Overnight (Sep) | 6239.00 | – 7.00 | – 0.11% |
| S&P ASX 200 | 6299.60 | + 47.40 | 0.76% |
| S&P500 | 2839.96 | + 18.03 | 0.64% |
| Nasdaq Comp | 7870.89 | + 51.19 | 0.65% |
| DJIA | 25299.92 | + 112.22 | 0.45% |
| S&P500 VIX | 13.31 | – 1.47 | – 9.95% |
| US 10-year yield | 2.90 | + 0.02 | 0.63% |
| USD Index | 96.68 | + 0.39 | 0.41% |
| FTSE100 | 7611.64 | – 30.81 | – 0.40% |
| DAX30 | 12358.87 | + 0.13 | 0.00% |
By Greg Peel
Read MoreOvernight: Mild Concern
| World Overnight | |||
| SPI Overnight (Sep) | 6205.00 | + 5.00 | 0.08% |
| S&P ASX 200 | 6252.20 | – 26.20 | – 0.42% |
| S&P500 | 2821.93 | – 11.35 | – 0.40% |
| Nasdaq Comp | 7819.71 | – 19.40 | – 0.25% |
| DJIA | 25187.70 | – 125.44 | – 0.50% |
| S&P500 VIX | 14.78 | + 1.62 | 12.31% |
| US 10-year yield | 2.88 | + 0.02 | 0.70% |
| USD Index | 96.29 | – 0.07 | – 0.07% |
| FTSE100 | 7642.45 | – 24.56 | – 0.32% |
| DAX30 | 12358.74 | – 65.61 | – 0.53% |
By Greg Peel
Read MoreThe Wrap: Households, Telcos & Healthcare
Household Comfort
Read MoreNext Week At A Glance
As earnings season slowly trails off next week on Wall Street, the Australian earnings season steps up a gear.
Read MoreOvernight: Tech Still The Winner
| World Overnight | |||
| SPI Overnight (Sep) | 6249.00 | + 10.00 | 0.16% |
| S&P ASX 200 | 6297.70 | + 29.20 | 0.47% |
| S&P500 | 2853.58 | – 4.12 | – 0.14% |
| Nasdaq Comp | 7891.78 | + 3.46 | 0.04% |
| DJIA | 25509.23 | – 74.52 | – 0.29% |
| S&P500 VIX | 11.27 | + 0.42 | 3.87% |
| US 10-year yield | 2.94 | – 0.04 | – 1.21% |
| USD Index | 95.61 | + 0.52 | 0.55% |
| FTSE100 | 7741.77 | – 34.88 | – 0.45% |
| DAX30 | 12676.11 | + 42.57 | 0.34% |
By Greg Peel
Read MoreOvernight: Summer Daze
| World Overnight | |||
| SPI Overnight (Sep) | 6204.00 | – 3.00 | – 0.05% |
| S&P ASX 200 | 6268.50 | + 14.60 | 0.23% |
| S&P500 | 2857.70 | – 0.75 | – 0.03% |
| Nasdaq Comp | 7812.01 | + 9.33 | 0.12% |
| DJIA | 25583.75 | – 45.16 | – 0.18% |
| S&P500 VIX | 10.85 | – 0.08 | – 0.73% |
| US 10-year yield | 2.97 | – 0.00 | – 0.07% |
| USD Index | 95.09 | – 0.09 | – 0.09% |
| FTSE100 | 7776.65 | + 58.17 | 0.75% |
| DAX30 | 12633.54 | – 14.65 | – 0.12% |
By Greg Peel
Read MoreOvernight: Private Matters
| World Overnight | |||
| SPI Overnight (Sep) | 6202.00 | 0.00 | 0.00% |
| S&P ASX 200 | 6253.90 | – 19.10 | – 0.30% |
| S&P500 | 2858.45 | + 8.05 | 0.28% |
| Nasdaq Comp | 7812.01 | + 9.33 | 0.12% |
| DJIA | 25628.91 | + 126.73 | 0.50% |
| S&P500 VIX | 10.93 | – 0.34 | – 3.02% |
| US 10-year yield | 2.97 | + 0.04 | 1.19% |
| USD Index | 95.18 | – 0.20 | – 0.21% |
| FTSE100 | 7718.48 | + 54.70 | 0.71% |
| DAX30 | 12648.19 | + 49.98 | 0.40% |
By Greg Peel
Read MoreOvernight: Earnings Overrule
| World Overnight | |||
| SPI Overnight (Sep) | 6211.00 | + 3.00 | 0.05% |
| S&P ASX 200 | 6273.00 | + 38.20 | 0.61% |
| S&P500 | 2850.40 | + 10.05 | 0.35% |
| Nasdaq Comp | 7812.01 | + 9.33 | 0.12% |
| DJIA | 25502.18 | + 39.60 | 0.16% |
| S&P500 VIX | 11.27 | – 0.37 | – 3.18% |
| US 10-year yield | 2.94 | – 0.02 | – 0.51% |
| USD Index | 95.38 | + 0.22 | 0.23% |
| FTSE100 | 7663.78 | + 4.68 | 0.06% |
| DAX30 | 12598.21 | – 17.55 | – 0.14% |
By Greg Peel
Read MoreThe Road To War Part 2: China’s Kryptonite
Ahead of the Herd’s Rick Mills explains why China’s push to become a world power is beset with limitations.
Read MoreNext Week At A Glance
As I write, the ASX200 appears to be recovering all of yesterday’s lost ground. But the day ain’t over yet. The local market is more skittish about a trade war than the US market, but each time Wall Street fails to buckle, we recover.
Read MoreOvernight: Trillion Dollar Toast
| World Overnight | |||
| SPI Overnight (Sep) | 6213.00 | + 21.00 | 0.34% |
| S&P ASX 200 | 6240.90 | – 34.80 | – 0.55% |
| S&P500 | 2827.22 | + 13.86 | 0.49% |
| Nasdaq Comp | 7802.69 | + 95.40 | 1.24% |
| DJIA | 25326.16 | – 7.66 | – 0.03% |
| S&P500 VIX | 12.19 | – 0.96 | – 7.30% |
| US 10-year yield | 2.99 | – 0.02 | – 0.57% |
| USD Index | 95.18 | + 0.51 | 0.54% |
| FTSE100 | 7575.93 | – 76.98 | – 1.01% |
| DAX30 | 12546.33 | – 190.72 | – 1.50% |
By Greg Peel
Read MoreDon’t Get Bitter, Get Better
Rarely do you hear a fund manager talk about the ones they got wrong, however even the world’s best investors, including the great Warren Buffet, admit that a 60% success rate is about the industry standard. Regardless, when you are managing money on behalf of clients, it still makes you a little sick in the stomach when an investment underperforms to your expectations or externalities kick your carefully formulated assumptions to the kerb. Such was the case for me with Village Roadshow Limited.
Read MoreAustralian Corporate Bond Price Tables
Download related file: Direct-Bonds-Lists-20180802-1037
Read MoreOvernight: Upping The Ante
| World Overnight | |||
| SPI Overnight (Sep) | 6200.00 | – 26.00 | – 0.42% |
| S&P ASX 200 | 6275.70 | – 4.50 | – 0.07% |
| S&P500 | 0.00 | 0.00 | 0.00% |
| Nasdaq Comp | 7707.29 | + 35.50 | 0.46% |
| DJIA | 25333.82 | – 81.37 | – 0.32% |
| S&P500 VIX | 13.15 | + 0.32 | 2.49% |
| US 10-year yield | 3.00 | + 0.04 | 1.32% |
| USD Index | 94.67 | + 0.14 | 0.15% |
| FTSE100 | 7652.91 | – 95.85 | – 1.24% |
| DAX30 | 12737.05 | – 68.45 | – 0.53% |
By Greg Peel
Read MoreMaterial Matters: China Policies, Coal And Iron Ore
China’s anti-pollution plan drives preference for higher-grade raw materials
Read MoreOvernight: Trade Hope?
| World Overnight | |||
| SPI Overnight (Sep) | 6237.00 | + 19.00 | 0.31% |
| S&P ASX 200 | 6280.20 | + 1.80 | 0.03% |
| S&P500 | 2816.29 | 13.69 | 0.49% |
| Nasdaq Comp | 7671.79 | + 41.78 | 0.55% |
| DJIA | 25415.19 | + 108.36 | 0.43% |
| S&P500 VIX | 12.83 | – 1.43 | – 10.03% |
| US 10-year yield | 2.96 | – 0.01 | – 0.37% |
| USD Index | 94.53 | + 0.17 | 0.18% |
| FTSE100 | 7748.76 | + 47.91 | 0.62% |
| DAX30 | 12805.50 | + 7.30 | 0.06% |
By Greg Peel
Read MoreThe Overnight Report: Toothless
| World Overnight | |||
| SPI Overnight (Sep) | 6224.00 | – 2.00 | – 0.03% |
| S&P ASX 200 | 6278.40 | – 21.80 | – 0.35% |
| S&P500 | 2802.60 | – 16.22 | – 0.58% |
| Nasdaq Comp | 7630.00 | – 107.42 | – 1.39% |
| DJIA | 25306.83 | – 144.23 | – 0.57% |
| S&P500 VIX | 14.26 | + 1.23 | 9.44% |
| US 10-year yield | 2.98 | + 0.02 | 0.51% |
| USD Index | 94.36 | – 0.31 | – 0.33% |
| FTSE100 | 7700.85 | – 0.46 | – 0.01% |
| DAX30 | 12798.20 | – 62.20 | – 0.48% |
By Greg Peel
Read MoreNext Week At A Glance
It’s a busy week on the global economics calendar next week as we change months.
Read More