Key News Overnight: International Monetary Fund member countries said on Friday that rising trade tensions were sapping growth and fueling uncertainty as well as market and financial stability risks, but reaffirmed their commitment to the institution as critical to helping countries navigate a difficult environment. In this issue: Liontown Resources (LTR) | Impressive operational performance | BUY | AnalystRead more
Key News Overnight: Wall Street stocks advanced on Wednesday on revived hopes for progress in the U.S.-China trade dispute and as President Donald Trump soothed fears the Federal Reserve could lose its autonomy with reassurances that he has “no intention of firing” Fed Chair Jerome Powell. All three major U.S. stock indexes pared gains byRead more
Key News Overnight: U.S. stocks rebounded on Tuesday as a spate of quarterly earnings reports and hints at the de-escalation of U.S.-China trade tensions brought buyers in from the sidelines. U.S. stocks jumped further in extended trade after President Donald Trump said he has no plans to fire Federal Reserve Chair Jerome Powell, stepping back fromRead more
Key News Overnight: U.S. stocks ended sharply lower on Wednesday as Nvidia (NVDA.O), warned about steep charges from new U.S. curbs on its chip exports to China and Federal Reserve Chair Jerome Powell said U.S. economic growth appears to be slowing. In this issue: Pilbara Minerals (PLS) | Solid operating performance | BUY | Analyst | Hayden Bairstow West African Resources (WAF) | KiakaRead more
Key News Overnight: U.S. stocks ended sharply lower on Wednesday as Nvidia (NVDA.O), warned about steep charges from new U.S. curbs on its chip exports to China and Federal Reserve Chair Jerome Powell said U.S. economic growth appears to be slowing. In this issue: Genesis Minerals (GMD) | Production beat and impressive cash generation | BUY | Analyst | Hayden Bairstow Meeka Metals (MEK)Read more
Key News Overnight: U.S. stocks ended slightly lower on Tuesday as tariff uncertainty stayed high and shares of consumer and healthcare companies eased, while upbeat results from banks provided some support. In this issue: Evolution Mining (EVN) | Mixed result but guidance unchanged | HOLD | Analyst | Hayden Bairstow Greatland Gold (GGP LN) | Havieron expansion potential and TelferRead more
Key News Overnight: A tariff-induced selloff in the U.S. stock market faces another worry, the “death cross” pattern, but history shows the ominous sounding technical signal may not necessarily mean equities face more significant downside. In this issue: Greatland Gold (GGP LN) | Strong production and cash generation | BUY | Analyst | Hayden Bairstow Evolution Mining (EVN) | First Take – 3QFY25Read more
Key News Overnight: U.S. President Donald Trump posted on Truth Social on Sunday that his administration is looking at semiconductors and the electronics supply chain as part of upcoming national security tariff investigations. In this issue: Genesis Minerals (GMD) | Reserve upgrade the first step to +400kozpa | BUY | Analyst | Hayden Bairstow MAC Copper (MAC) | Strong growth outlook | BUY | Analyst | Hayden Bairstow BossRead more
Key News Overnight: Wall Street stocks tumbled on Thursday on mounting worries over the economic impact of U.S. President Donald Trump’s multi-front tariff war. All three major U.S. stock indexes suffered steep losses, forfeiting much of the previous session’s gains as growing concerns over the escalating Washington-Beijing trade face-off dampened optimism over upbeat economic dataRead more
Key News Overnight: U.S. Federal Reserve policymakers were nearly unanimous at their meeting last month that the U.S. economy faced risks of simultaneously higher inflation and slower growth, with some policymakers noting that “difficult tradeoffs” could lie ahead for the central bank, according to the minutes of the meeting. In this issue: Emerald Resources (EMR)Read more
