Morning Notes

21/11/2024 - Morning Note

November 20, 2024

Key News Overnight: The U.S. Federal Reserve will trim interest rates next month but make shallower cuts in 2025 than expected just a month ago due to the risk of higher inflation from President-elect Donald Trump's proposed policies, according to most economists in a Reuters poll. In this issue: Emeco (EHL) | Trading...

20/11/2024 - Morning Note

November 20, 2024

Key News Overnight: US equities were mostly higher in Tuesday trading as stocks ended a bit off best levels. However, equal-weight S&P lower, trailed cap weighted index nearly ~70 bp. Big tech led the market with NVDA-US the standout ahead of earnings tomorrow. In this issue: Argonaut’s 2024 Best Undeveloped Projects First Take - NexGen...

18/11/2024 - Morning Note

November 18, 2024

Key News Overnight: Nvidia Corp's results in the coming week could guide the U.S. stock market on its next path, as investors turn their focus to the technology sector and artificial intelligence trade after an election-fueled rally stalled. In this issue: Capricorn Metals (CMM) | Mt Gibson Reserve and PFS update | BUY |...

15/11/2024 - Morning Note

November 15, 2024

Key News Overnight: Federal Reserve Chair Jerome Powell said on Thursday the U.S. central bank has time before it needs to adapt its policymaking thinking due to the return of President-elect Donald Trump to the White House. In this issue: De Grey Mining (DEG) | 2024 MRE update | BUY | Analyst | Patrick Streater Boss Energy...

14/11/2024 - Morning Note

November 13, 2024

Key News Overnight: U.S. bank CEOs expressed confidence in the dealmaking outlook and the health of U.S. consumers at an industry conference in New York on Wednesday. Bank of America's buildup of advisory work on upcoming mergers and acquisitions is strong, while its pipelines for initial public offerings "are full and...

12/11/2024 - Morning Note

November 12, 2024

Key News Overnight: Wall Street's main indexes notched record high closes on Monday, lifted by stocks expected to benefit from Republican President-elect Donald Trump's potential fiscal policies. In this issue: Paladin Energy (PDN) | FY25 Guidance Downgrade | BUY | Analyst | George Ross Liontown Resources (LTR) | Optimising the mine plan | BUY | Analyst...

11/11/2024 - Morning Note

November 10, 2024

Key News Overnight: Widespread deportation of foreign-born workers from the United States probably would disrupt some businesses, but the impact on inflation and the broad economy would depend on the details, Minneapolis Federal Reserve President Neel Kashkari said on Sunday. In this issue: Santana Minerals (SMI) | Producer potential - Initiating coverage...