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Property

Chart of the Week - US Housing Better and Worse

Housing Market Risk: The US housing market is both better and worse than pre-financial crisis. On the one hand debt to income ratios have come down a lot — meaning...
Callum Thomas
Topdown Charts
Daily Report

The Match Out: ASX gives up early strength, mixed performance across the board, Telix (TLX) tumbles

Local equities initially defied weak overnight leads to trade high for the first hour. The rally turned sour before midday though with news hitting the wires that...
FMG
+1
James Gerrish
Market Matters
Equities

The global stocks and long-term themes Nikko AM is backing (and a few it is not)

The negative effects of inflation will persist for longer than many expect, but so will the commodity-linked uplift for companies in Industrials and other sectors,...
+4
Glenn Freeman
Livewire Markets
Investment Theme

Vladimir Putin and the butterfly effect

In Australia, hydrogen buses have started to arrive in NSW, with most other States seemingly set to follow. Globally, many companies are working on hydrogen...
+4
Alex Pollak
Loftus Peak
Daily Report

The Match Out: ASX edges higher as bearishness reigns supreme

Stocks snapped a 3-day losing streak today that had seen the ASX 200 pullback -371pts / 5.5%, back down testing the June lows, off 12% this calendar year to date....
FMG
+4
James Gerrish
Market Matters
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