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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

Jul 21, 2020
Jul 21, 2020
7 min
All recent S&P500 returns are happening after hours.
Remuneration report rejection a strong predictor of returns.
Oxford AstraZenica vaccine update.

Jul 21, 2020
Jul 21, 2020
7 min
All recent S&P500 returns are happening after hours.
Remuneration report rejection a strong predictor of returns.
Oxford AstraZenica vaccine update.

Jul 18, 2020
Jul 18, 2020
11 min
Iron ore export volumes and prices stronger - Rio Tinto.
Is Australia doing enough to source COVID-19 vaccines offshore?
Momentum and reversal factors combined generate superior returns.

Jul 18, 2020
Jul 18, 2020
11 min
Iron ore export volumes and prices stronger - Rio Tinto.
Is Australia doing enough to source COVID-19 vaccines offshore?
Momentum and reversal factors combined generate superior returns.

Jul 17, 2020
Jul 17, 2020
8 min
Recce Pharma up over 26%.
Janet Yellen's bleak outlook for furloughed workers.
Record inflows into TIPS.
American Airlines announces bigger job cuts than Qantas.
A four point plan to make Australia the dominant financial centre in Asia.

Jul 17, 2020
Jul 17, 2020
8 min
Recce Pharma up over 26%.
Janet Yellen's bleak outlook for furloughed workers.
Record inflows into TIPS.
American Airlines announces bigger job cuts than Qantas.
A four point plan to make Australia the dominant financial centre in Asia.

Jul 16, 2020
Jul 16, 2020
10 min
Westpac consumer confidence reading slumps again.
US binges on non-durable goods.
More progress from Moderna, AstraZeneca and Oxford on vaccines.
The corporate indebtedness problem and opportunity.

Jul 16, 2020
Jul 16, 2020
10 min
Westpac consumer confidence reading slumps again.
US binges on non-durable goods.
More progress from Moderna, AstraZeneca and Oxford on vaccines.
The corporate indebtedness problem and opportunity.

Jul 15, 2020
Jul 15, 2020
7 min
NAB Business Confidence Survey turns positive.
J. P. Morgan surprises to the upside as US reporting season starts.
Australia moves further toward a hydrogen future.

Jul 15, 2020
Jul 15, 2020
7 min
NAB Business Confidence Survey turns positive.
J. P. Morgan surprises to the upside as US reporting season starts.
Australia moves further toward a hydrogen future.
