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Episodes
Being first matters. Start your day with a compact briefing containing the information and data that matters. Find out what to watch for in the day ahead and the key issues facing markets, individual companies, the economy and society. Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.
Episodes
Aug 4, 2020
Aug 4, 2020
7 min
Will the RBA cut even further?
No corporate tax cuts until mining taxation is sorted.
US Fed looks to digital currencies to provide direct stimulus.
Aug 4, 2020
Aug 4, 2020
7 min
Will the RBA cut even further?
No corporate tax cuts until mining taxation is sorted.
US Fed looks to digital currencies to provide direct stimulus.
Aug 1, 2020
Aug 1, 2020
10 min
Are we entering a golden age for Australian resource stocks?
The CCP neglects to mention the Belt and Road Initiative.
Vale pledges to lift iron ore production.
Japan fires-up one of its new coal power plants.
Tesla now qualifies for the S&P. Wait for the mayhem.
Aug 1, 2020
Aug 1, 2020
10 min
Are we entering a golden age for Australian resource stocks?
The CCP neglects to mention the Belt and Road Initiative.
Vale pledges to lift iron ore production.
Japan fires-up one of its new coal power plants.
Tesla now qualifies for the S&P. Wait for the mayhem.
Jul 31, 2020
Jul 31, 2020
8 min
New home approvals disappoint.
China taking an increasing share of our export volume.
$22bn of write-downs in Australia's natural gas export industry.
US Fed maintains its commitment to supporting markets.
Jul 31, 2020
Jul 31, 2020
8 min
New home approvals disappoint.
China taking an increasing share of our export volume.
$22bn of write-downs in Australia's natural gas export industry.
US Fed maintains its commitment to supporting markets.
Jul 30, 2020
Jul 30, 2020
Jul 29, 2020
Jul 29, 2020
8 min
PIMCo's corporate debt concerns.
Shadow banking: Curse or a blessing?
Rio Tinto jumps on the gold bandwagon.
Jul 29, 2020
Jul 29, 2020
8 min
PIMCo's corporate debt concerns.
Shadow banking: Curse or a blessing?
Rio Tinto jumps on the gold bandwagon.