Morning Notes

30/05/2023 - Morning Note

May 30, 2023

Key News Overnight: A last-minute deal to raise the U.S. $31.4 trillion debt ceiling will likely shift Wall Street's attention to other emerging risks, including further Federal Reserve interest rate hikes and an expected reduction in fiscal spending. In This Issue: Centaurus Metals (CTM) | A Cat Amongst the Pigeons | SPEC...

29/05/2023 - Morning Notes

May 29, 2023

Key News Overnight: U.S. stocks finished sharply higher on Friday as talks on raising the U.S. debt ceiling progressed, while chip stocks surged for a second straight day on optimism about artificial intelligence. In This Issue: Peet (PPC) | Property push and pull | BUY | Analyst | Ian Christie Leo Lithium (LLL)...

26/05/2023 - Morning Note

May 26, 2023

Key News Overnight: Wall Street ended sharply higher on Thursday after a blowout forecast from Nvidia sent the chipmaker's stock soaring and fuelled a rally in AI-related companies, while investors watched for signs of progress in U.S. debt ceiling talks. In This Issue: Poseidon Nickel (POS) | Company Update | Analyst |...

25/05/2023 - Morning Note

May 25, 2023

Key News Overnight: Wall Street's main indexes ended lower on Wednesday as talks between the White House and Republican representatives on raising the U.S. debt ceiling dragged on without a deal. In This Issue: Predictive Discovery (PDI) | Trading Halt | Research Restricted | Analyst | Ben Crooks Sandfire (SFR) | Motheo First...

24/05/2023 - Morning Note

May 24, 2023

Key News Overnight: Wall Street stocks finished sharply lower on Tuesday and short-term Treasury yields shot up as investor jitters grew over a lack of progress in U.S. debt limit talks. In This Issue: K2fly (K2F) | Addressing a need | SPEC BUY | Analyst | Ian Christie Leo Lithium (LLL) | Goulamina...

23/05/2023 - Morning Note

May 23, 2023

Key News Overnight: Wall Street finished mixed on Monday, with the Nasdaq helped by gains in Alphabet and Meta Platforms, while the S&P 500 ended near flat as investors refrained from big bets ahead of a fresh round of talks about raising the U.S. debt ceiling. In This Issue: Centaurus Metals (CTM)...

22/05/2023 - Morning Note

May 22, 2023

Key News Overnight: Recent advances in artificial intelligence are fueling optimism over how businesses can operate more productively in the years ahead. They are also providing a big boost to the stock market. The S&P 500's 9% rally this year has been driven by a handful of the index's biggest stocks, a...

19/05/2023 - Morning Note

May 19, 2023

Key News Overnight: U.S. stocks closed higher on Thursday on mounting optimism that a U.S. debt ceiling deal could be reached within days, with discount retailer Walmart providing additional support after an upbeat annual sales forecast. In This Issue: Austal (ASB) | T-AGOS award | HOLD | Analyst | Ian Christie Lunnon Metals...

18/05/2023

May 18, 2023

Key News Overnight: U.S. stocks rose sharply on Wednesday, fueled by optimism over a potential deal on the $31.4 trillion federal debt ceiling and as a rebound in regional bank shares eased concerns about an escalation in the sector's troubles. In This Issue: Lindian Resources (LIN) | Guinea Bauxite Agreement | Not...