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          <time datetime="2024-06-03T08:32:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2024 08:32</time>
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              ASX to rise, S&amp;P 500 swings into positive territory, Deep Yellow joins the ASX 200
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  Get up to date on overnight market activity and the big events for the day.
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          <time datetime="2024-06-03T08:00:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2024 08:00</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Why the time to own Australia&#39;s Big Four banks is not now (and where you should invest <span class="whitespace-nowrap">instead)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  And 3 financials companies Lazard Asset Management likes instead.
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          <time datetime="2024-06-03T07:30:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2024 07:30</time>
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              The MedTech minnow that could be the next ResMed
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  Don&#39;t sleep on this alternative treatment to CPAP in the massive and growing obstructive sleep apnea market
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              Is the CLO Boom of 2021 Being Repeated in 2024?
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  Clive Smith takes a closer look at what is driving the 2024 boom in CLO issuance in the US and whether 2021 is repeating itself.
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              Some relief from US core inflation matching expectations in April
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  The Fed is sidelined on rates for some time as it watches how inflation evolves after an unexpected surge in Q1.  
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        Coolabah Capital
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          <time datetime="2024-06-01T12:43:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2024 12:43</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Solid EA core inflation unlikely to stop a ECB rate cut next week
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Solid core inflation may not stop next week&#39;s ECB rate cut, but raises questions about the pace of further cuts.   
</div>

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        Coolabah Capital
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          <time datetime="2024-06-01T08:57:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2024 08:57</time>
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              Media worth consuming – May 2024
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Interesting and under the radar media on finance, economics, politics and society
</div>

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        Narrow Road Capital
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          <time datetime="2024-05-31T17:00:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 31, 2024 17:00</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              May 2024 Podcasts
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  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Rudi: AI is the end of investing as we know <span class="whitespace-nowrap">it<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this episode, FNArena&#39;s Rudi Filapek-Vandyck outlines why value investors can&#39;t expect a reversion to the mean. 
</div>

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              Australian retail sales decline to 0.1% m/m, German Prelim CPI rises 0.1% m/m
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Everybody hates lithium, is that a <span class="whitespace-nowrap">sign?<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Poor sentiment has consistently presented investors with opportunities. Is this one of them?
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              US &amp; EA wages growth shows a sharp improvement, with AUS &amp; NZ lagging
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  Advertised wages growth is at/near pre-COVID levels in the US &amp; EA, while still-high growth in AUS &amp; NZ should improve this year.    
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>The Aussie healthcare opportunity hiding in plain <span class="whitespace-nowrap">sight<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Australian investors are savvy when it comes to opportunities in healthcare - but this one has flown under the radar (until now). 
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        Livewire Markets
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              Active ETFs are taking the world by storm - and this is its next frontier
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  Active ETFs are helping investors access the benefits of active management through a liquid and cost-effective ETF structure.
</div>

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        J.P. Morgan Asset Management
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              Plucky juniors trying their luck on the IOCG powerball
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 speculative ASX-listed stocks with upside <span class="whitespace-nowrap">potential<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Does higher risk equal higher returns? You&#39;ll find out in this episode of Buy Hold Sell. 
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Droneshield Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Droneshield Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Sigma Healthcare Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ZIP CO LIMITED.</div>
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              Don&#39;t buy the lithium dip: Morgan Stanley
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  The path of least resistance for lithium prices remains lower, according to Morgan Stanley
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              The RBA won’t hike again, but cuts pushed into (very) distant future
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There’s definitely a shift in interest rate expectations post April CPI, but a hike remains a low probability vs cuts are now very distant!
</div>

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