Between the Bells

Weekly Wrap 25 September

The Aussie share market sees a gain of 1.3% – the best weekly gain in seven weeks. European governments are dealing with their second wave of COVID-19, forcing Australian investors to buy into defensive stocks. Meanwhile, the USD pushed higher, putting pressure on commodities. In this week’s wrap, Jessica covers: (0:12) The Sector Report: Healthcare gets a health kick, rising 4% (0:56) Service Stream (ASX:SSM) up 12%, upgraded to a Bell Potter buy (1:48) The delayed UK recovery and stock...

Morning Bell 23 September

Australia will start to reopen its boarders in a bid to get the economy back on track, while the UK enters tougher restrictions for potentially the next six months. In the U.S., existing home sales soared 2.4% in August, to the highest reading in 14 years, supported by record low interest rates.  Strong earnings, economic news and stimulus hopes supported sentiment and saw U.S. equities attempt to rebound after four days of selling. The S&P500 lifted 1.1%, the Nasdaq was up 1.7%, while the b...

Morning Bell 22 September

Overnight we saw a risk off environment unfold as the UK considers another national lockdown to slow rising infection rates. That saw tourism stocks move lower with Carnival shares down 6.7% and Delta Air falling 9.2%. Elsewhere, investors sold down banks as allegations swirled that a number of international banks have been moving illicit funds over the last two decades. But there was some light - technology shares slightly rebounded – U.S. tech darlings led Wall Street to a record high but ...

Weekly Wrap 18 September

There's light at the end of the tunnel this week, with 111,000 Aussies returning to work rather than the projected further loss of 35,000 jobs. Plus, the Aussie share market followed the U.S. blue-chip rise, closing 0.4% higher (Mon-Thu). In this week’s wrap, Jessica covers: Three stocks to watch given home sales are up 3.6% The Sectors report: Real Estate rose 2.3% Five stand out stocks this week Aussie employment data beating expectations - sole traders and females leading the charge ...

Morning Bell 18 September

The Aussie share market is eyeing a 0.3% gain at the open with the focus on Victorian COVID-19 cases declining. The Aussie share market has gained 0.4% so far this week, this puts the market on pace to close higher for the first time in 6 weeks. U.S. equities had their second straight negative session overnight, while stocks managed to end above their lows on Thursday. U.S. weekly job claims rose by 860,000 more than the expected 850,000, but the silver lining is that it’s the third week no...

Morning Bell 17 September

The Aussie share market is eyeing a 0.2% fall at the open following Wall Street’s mixed lead. U.S. stocks mostly fell overnight for the first time in three days, this came after the U.S. Federal Reserve dropped its economic growth forecast for next year to 4% from 5%, and shaved 2022’s GDP forecast to 3%. What to watch today: The focus will be on employment numbers for August. We know 115,000 people gained jobs in July, but forecasts for August are dire as Victoria has been in lockdown. T...

Weekly Wrap 11 September

It's been an eventful week as the ASX reshuffles its deck. But not all eyes are on the domestic market, as key events unfold around the U.S. Presidential election and the booming tech sector loses a touch of its charge.  In this week’s wrap, Jessica covers: (0:37) The Sectors report: Oil falls and Energy retreats (0:48) Rio Tinto (ASX:RIO) gains 5% as investors back copper (0:57) Two things to consider with the current pullback (1:48) Consumer & business sentiment rebounds (2:27) Three...

Morning Bell 11 September

Aussie investors are expecting a negative session with the futures eyeing a 1.3% fall at the open. So far this week, the market is down 0.3% and is heading for its fourth weekly pull back. Markets attempted to rally overnight but the U.S. tech pull back returned, as investors questioned how expensive U.S. stocks are based on the earnings they generate. What to watch today: Cleanaway Waste(ASX:CWY) goes ex- dividend today, along with Argo Global Listed Infrastructure (ASX:ALI), The Environ...

Weekly Wrap 4 September

The hustle and bustle of reporting season is over, but the Aussie share market continues to twist and turn as Australia officially entered its first recession in 30 years. Aussie tech stocks also came under pressure this week as investors feared increased competition following PayPal's entry into the buy now pay later market. In this week’s wrap, Jessica covers: (0:40) The Aussie Tech sector and the U.S. downturn (1:15) Afterpay (ASX:APT) falling and Lendlease (ASX:LLC) rising (2:28) Key...

Morning Bell 4 September

It will be a day of red for the Aussie share market bracing for a fall of 1.95% at the open. Just a day after the benchmark S&P500 and tech-heavy Nasdaq hit brand-new record highs, U.S. equities tumbled overnight, seeing their biggest drop in months as investors locked in profits. Despite the better than expected economic news with jobless claims falling more than expected, investors took the opportunity to cash in on the stocks that have been driving the market higher over the last five mo...

Morning Bell 3 September

The Aussie share market should see a lift of 0.7% at the open, making a nice addition to yesterday 1.8% gain. Wall Street had another smashing night with the benchmark S&P500 and tech-heavy NASDAQ hitting brand new record highs. The AUD fell to 73.35 U.S. cents, dragged by weaker than expected Aussie GDP data yesterday. What to watch today: After learning the Aussie economy shrank 7% from April to June, more than the 6% forecast, the Tourism Minister is now pressuring states and territor...

Weekly Wrap 28 August

We saw 35 companies report this week, the busiest reporting season week in August. Most results came in line or beat expectations, while a handful of reports dragged the chain.     In this week’s wrap, Jessica covers: (0:6) Reporting Season's final dash (0:16) Sectors: Tech shines, while Utilities dampen (0:5) Who beat, who met, and who missed expectations? (2:49) The reporting season big picture (3:18) Results to watch next week: Bubs Australia (ASX:BUB) and Cooper Energy (ASX:COE) (3...

Morning Bell 28 August

The Aussie share market is eyeing a 0.2% fall at the open today. It was a monumental day in the U.S. on Thursday as the Federal Reserve unveiled a new framework to let inflation run above its 2% goal, while it would keep interest rates lower for longer. This will encourage wage growth and encourage people back into the work force, while also helping businesses keep credit costs low. This news sent treasury yields higher, which lifted financial stocks like JP Morgan and American Express. Oi...

Morning Bell 27 August

The Aussie share market is eyeing a 0.3% lift today at the open, which will rub out some of yesterday’s 0.7% fall. Last night U.S. manufacturing goods orders rose 11.2% in July, recovering from the sharp fall in March and April. Sentiment also got a kick as COVID-19 vaccine hopes were lifted when Moderna posted promising results from a small trial of patients. What to watch today: Afterpay (ASX:APT) just reported full financial year results. Earnings (EBITDA) came in at $44.4 million in t...

Weekly Wrap 21 August

The Aussie share market has slipped 0.1% this week (Mon-Thur), its first fall in three weeks as investors sift through 30 company reports - the busiest reporting season week so far. In this week’s wrap, Jessica covers: (0:21) Seven companies that beat market expectations (0:33) WiseTech Global (ASX:WTC) sky rockets 38% after reporting (1:10) 16 companies that reported in-line (1:33) Seven that missed market expectations (1:54) Three emerging themes worth thinking about (3:22) What to ...

Morning Bell 21 August

The Aussie share market is expected to gain 0.2% at the open, meaning the ASX200 could end slightly higher this week as it’s tracking 0.1% lower Monday to Thursday. Overnight, U.S. weekly unemployment claims soared back to 1 million, this was far more than expected. Despite that, U.S. stocks bounced back from their prior day’s fall, with investors focused on maximising returns amid the record low interest rate environment. What to watch today: Companies reporting: Alumina (ASX:AWC), BWX (...

Morning Bell 14 August

The Aussie share marked is eyeing a flat start to today’s session, after rising 1.4% Monday to Thursday. The lack of gas behind us today, comes as global markets closed mixed overnight, while U.S. futures are now suggesting a slight gain tonight. In terms of economic news, we saw green shoots emerge in the U.S. showing its economy is clawing back. U.S. weekly job claims rose less than expected. What’s key is the number of those filing for benefits is now under 1 million for the first time s...

Weekly Wrap 14 August

The Aussie share market rose 1.4% (Mon-Thu) however, momentum is slowing with investors focused on earnings and dividend growth for 2021. In this week’s wrap, Jessica covers: (0:39) Employment rises more than expected in July. What's next? (1:13) The U.S. reports: S&P500 a shade off its record high (1:45) Aus earnings season: Banks to see declines & Miners to deliver (2:10) Reporting season wrap so far: CBA, Telstra & Transurban report  (3:00) Stock watch: Treasury Wine Estates (ASX:TW...

Morning Bell 13 August

The Aussie share market is set to gain 0.7% at the open, which should erase yesterday’s fall of 0.1%. Tech stocks on Wall Street rebounded rising 2.1%, with the S&P500 in striking distance of a record high. The UK market rose 2%, with the other major indices following. A big reason for this is global COVID-19 cases are continuing to fall. What was notable in commodities was that the oil price jumped 2% to US$42.56, its highest level since early March after U.S. oil supply dropped. What to ...

Weekly Wrap 7 August

Morning Bell 7 August

The Aussie share market is set to open flat this morning, following U.S. shares shaking off a slow start with the Nasdaq finishing above 11,000 for the first time in history.   The RBA statement on Monetary policy will be released at 11:30am today and the China trade balance for July will also be released. Tonight, U.S. July nonfarm payrolls will be released, which will shine further light on the employment situation in the U.S.. Gold extended its record rally for the fifth day in a row, w...

Morning Bell 6 August

Aussie equities are eyeing a 0.5% lift at the open, following a positive session overnight. We saw U.S. stocks rise on the back of Disney revealing it has 100 million streaming subscribers and COVID-19 vaccine hopes.  Medical device company, Johnson & Johnson have struck up a $1 billion deal with the U.S. government to manufacture 100 million doses of its COVID-19 vaccine candidate, if it proves successful. Following this news, its share price rose 0.8%.  What to watch today:  ResMed (ASX...

Monthly Wrap July 2020

The Aussie share market rose for the 4th month, up 33% from its COVID-19 low. We saw Australia slip into deflation, while on the commodity front, all that glittered was gold.  In this week’s wrap, Jessica covers: (0:16) Star stocks: ALS (ASX:ALQ) +34% & Orocobre (ASX:ORE) +33% (0:45) Stocks to consider as the gold price glistens (1:55) Inflation hits rock bottom - biggest fall in history (2:25) Rent takes a plunge: also a historical record (2:56) Inflation rebound themes to consider: c...

Morning Bell 31 July

The Aussie share market is eyeing a fall of 0.5% at the open, following a mixed session on overnight markets with the Dow falling 0.9%, the S&P500 down 0.4%, while the Nasdaq pumped up 0.4%. But what’s noteworthy is the Nasdaq futures are suggesting a 1% gain on Friday. So in afterhours trade, the ETF tracking the Nasdaq 100 (QQQ) rose 1% and the ETF tracking the S&P500 (SPY) rose 0.9%. So keep an eye on their Aussie counterparts today, the ETF on the ASX that tracks the Nasdaq 100 is (ASX:N...

Morning Bell 29 July

The Aussie share market is eyeing a fall of 0.4% at the open. U.S. equities fell back into the red overnight with lawmakers debating the COVID-19 relief plan that was partly unveiled yesterday.  Companies reporting today: Rio Tinto (ASX:RIO) – expect results after market close Unibail-Rodamco-Westfield (ASX:URW) Independence Group (ASX:IGO) – quarterly production Janus Henderson (ASX:JHG) – quarterly earnings What to watch today: For an economic pulse check, we’ll learn what Aussie in...

Weekly Wrap 24 July

The rocky road continues with the Aussie share market on the up, but hitting bumps along the way. With COVID-19 still a concern both domestically and in key international markets, strategic investing continues to be critical. In this week’s wrap, Jessica covers: (0:11) Two steps forward, one step back - the Aussie share market hits a 4-week high before falling back (1:16) Stocks on watch: Resolute Mining (ASX:RSG) up 20%, while TPG Telecom (ASX:TPG) falls 10% amid roaming data losses (1:...

Morning Bell 24 July

The Aussie share market is eyeing a 0.9% fall at the open, following a volatile session overnight in the U.S. after the release of disappointing unemployment data.  U.S. weekly jobless claims came in at 1.4 million for last week, which marks the 18th straight week that initial claims totalled more than 1 million. The Oil price fell 2.1% to US$41.03 a barrel. Given this, we can expect Energy producers like Oil Search (ASX:OSH) and Woodside Petroleum (ASX:WPL) to come under pressure today. T...

Morning Bell 22 July

The Aussie share market is eyeing a 1% fall at the open, following the 2.6% gain yesterday on the ASX which took the market to its highest level since the 6th of March. The Aussie futures are pointing to a dreary open despite European equities hitting four-month highs and U.S. equities mostly pushing higher. Across the ocean, the European Union agreed to the 750 billion Euro recovery package. What to watch today: OZ Minerals (ASX:OZL) is due to report production numbers for the second qua...

Weekly Wrap 17 July

With COVID-19 changing our daily behaviour, several rebalancing and trading opportunities have surfaced. Add in the six key economic indicator and commodity price movements this week - and there's plenty for investors to consider. In this week’s wrap, Jessica covers: (1:59) Three stocks benefiting from the economic recovery (2:15) Recessionary outperformers slump: Avita Therapeutics down 15% (2:35) Where to consider increasing exposure to in light of the recent $2 billion jobs package (3...

Morning Bell 17 July

The Aussie share market is eyeing a 0.3% lift at the open.  Yesterday we had mostly encouraging economic news with the Aussie employment rate rising more than expected.  U.S. industrial and manufacturing activity beat expectations, but overnight U.S. weekly unemployment claims unexpectedly rose, spooking investors and giving them an excuse to take recent profits off the table.  Trading ideas: UBS increased Audinate’s (ASX:AD8) buy rating and price target to $7.80, yesterday it closed 1.5...

Morning Bell 15 July

The Aussie share market is expected to rise 0.5% at the open, after U.S. equities throttled ahead on COVID-19 vaccine hopes. After market close Biotech giant Moderna announced its potential COVID-19 vaccine produced a strong immune response, neutralizing antibodies in all of the 45 patients in its early stage human trial. The U.S. futures are now suggesting a 0.9% rally when trade resumes this evening. That’s red hot news for Aussie investors, who closely follow what U.S. futures are doing ...

Weekly Wrap 10 July

Though the Aussie share market appears to be recovering, it's not exactly been a smooth road in light of Victoria re-entering lockdown. That being said, investors should remember this is only the 4th pullback in 16 weeks.  In this week’s wrap, Jessica covers: (0:26) The rocky road to recovery: The ASX200's sluggish return (0:37) Tech sector leading the way: Up 2.7% (Mon-Thur) (0:53) Five gold stocks make the stock leader board (1:02) Gold glistens, Melbourne suffers & the RBA holds cash...

Morning Bell 10 July

The Aussie share market is eyeing a 0.4% fall at the open, going by the futures. The resilient Nasdaq rose 0.5% to hit another new record high helped by Amazon rising over 3% to another record, with Microsoft, Apple and Google-parent Alphabet putting on at least 0.4% each. This has helped the Nasdaq gain 2.7% this week, while the S&P500 is higher by 0.3% The World Health Organisation (WHO) has published new guidance saying COVID-19 may be transmitted through air particles in crowded and in...

Morning Bell 9 July

The Aussie share market looks set to bounce 0.9% higher at the open. U.S. equities dusted off their knees and attempted to recoup their losses from the prior session. Stay at home stocks soared. Apple shares lifted 2.3% to a new all-time high after Deutsche Bank rose its price target, Microsoft followed up 2.2%, also hitting a new record high. These tech darlings helped the Nasdaq forget about the prior day’s slip, ending 1.4% higher at a brand new record high of 10,493 points. What to wat...

Weekly Wrap 3 July

In a recovering market, thematic trading seems to be all the hype, with the Tech sector and its darling stock Afterpay (ASX:APT), setting all-time highs. Plus, with the market continuing its recovery, the idea of making lemonade from lemons seems to have gripped investors... In this week’s wrap, Jessica covers: (0:06) What's driving the market gains? (0:35) Tech sector sets the trend with a near 7% WTD rise (1:02) Afterpay (ASX:APT) rises 20% WTD, Citi expects online & in-store use to co...

Morning Bell 3 July

The Aussie share market is tipped to rise 0.6% at the open. So far the ASX200 is on track to close off its best week in five weeks, after rising 2.2% Monday to Thursday.U.S. equities charged following a record rise in U.S. employment with 4.8 million jobs being added in June and the U.S. unemployment rate dropping to 11.1%, both significantly better numbers than expected. What to watch today: U.S. markets will be shut on Friday for the 4th of July Holiday. Retail sales data is out for May...

Morning Bell 1 July

The Aussie share market is eyeing a muted start with the futures suggesting a 0.1% fall at the open to kick off the new financial year and quarter. Yesterday the ASX200 ended the second quarter of the year up 16.7%, the best quarterly rise since 2009.  Wall Street wrapped up the June quarter on a high with the Dow Jones gaining 17.8%, the best quarterly gain since 1987. What to watch today: Manufacturing data for June is out with the sector set to remain in contractionary phase. Building ...

Monthly Wrap June 2020

As major developed countries see debt-to-GDP soar 24% in just two months, the true impact of COVID-19 it seems is finally becoming clear. It's not all doom and gloom however, as opportunities are presenting themselves in the seemingly most unlikely of places - Tech. In this month's wrap, Jessica covers: The economic snapshot reflects the grim reality of COVID-19 - (0:11)  Sectors: Tech uncharacteristically healthy during economic woes - (1:03)  Spotlight stock: Afterpay (ASX:APT) ^133%, ...

Morning 26 June

The Aussie futures are eyeing a 1.2% charge at the open, but local end of financial year selling and the U.S. Fed’s big announcement will keep gains in check, with the U.S. futures already suggesting a hesitant open on Friday. The U.S. Fed made a huge announcement that big banks will have to suspend share buybacks and cap dividend payments at their current level for the quarter. Dividends will only be allowed to be paid based on a formula of the bank’s recent earnings, as the Fed forecasts ...

Weekly Wrap 19 June

The ASX200 rose 1.5% this week (Mon-Thur), continuing the COVID-19 claw back. With massive infrastructure investment planned in both Australia and the U.S., and global oil prices recovering from their virus induced hangover, investing and trading ideas continue to emerge from the woodwork. In this week’s wrap, Jessica covers: Compare the pair: the U.S. vs the Australian outlook (0:11) High sentiment charges the Tech sector up 5.9% (1:13) Healthcare stocks lead the way however with Clinuv...

Morning Bell 19 June

The Aussie share market is set for a hesitant start with the futures eyeing a dip of 0.1% at the open.  Investors will be watching:  Splitit (ASX:SPT) rose over 100% after inking a deal with Mastercard. Pre-market trade suggests it could rally 8% at the open.  Afterpay (ASX:APT) became the 22nd biggest company on the ASX, following the RBA announcement that cash payments continued to fall on the back of structural trends and COVID-19.  Evolution Mining (ASX:EVN) cut its gold output guida...

Weekly Wrap 12 June

With Australian and U.S economic data exceeding expectations, the Aussie share market found itself amidst a 3-month high mid-week. However, a second wave of COVID-19 cases emerging in the U.S has swung the market lower on Thursday and Friday. In this week’s wrap, Jessica covers:  COVID-19 in the U.S: Texas, Florida & Arizona report spikes in hospitalisation (0:33) Three standout stocks (1:22) How to play defence in your portfolio? (2:26)  Two key themes to consider: The rise of online l...

Morning Bell 12 June

The ASX200 is tipped to see heavy selling today, with the futures suggesting a 3% fall at the open. The second COVID-19 wave hit with the first US states to reopen from lockdown reporting a surge in hospitalisations including Texas, Florida and Arizona.  Local trading ideas: Investors have been lining up to buy two Aussie short ASX ETFs before the open, (ASX:BEAR) and (ASX:BBOZ). Car dealership company A.P Eagers (ASX:APE) was upgraded again by Bell Potter with new vehicle sales in June ...

Morning Bell 10 June

The ASX200 is eyeing a fall of 1.6% at the open following yesterday's gain of 2.4%, taking the total gain from the March lows to 36%. Trading ideas for today: CSL (ASX:CSL) was reiterated by Citi as a buy with a price target of $334, while UBS targets $335. CSL’s recent success has been in 1- the acquisition of kidney treatment company Vitaeris, 2-the results of phase 2 clinical trial of for hereditary angio-edema (HAE), and 3 - CSL’s latest involvement in the development of a COVID-19 vac...

Weekly Wrap 5 June

The Aussie share market touches the 6,000pt milestone, hits a 13-week high, and collects a 32% gain from its COVID-19 bottom. Technical trend lines show that significant growth for the ASX200 could be around the corner. In this week’s wrap, Jessica covers: The comeback from COVID-19 (0:15) All sectors rise, iron ore hits a 10-month high, pushing up Aussie export revenue & shares in the iron ore majors (0:40) Unibail-Rodamco-Westfield (ASX:URW) charges 33% after reopening centres in Franc...

May Market Overview

The Aussie share market moves out of bear market territory, hitting a 12-week high on news of further government stimulus and COVID-19 human trials kicking off. The Australian government downgraded JobKeeper dependency, seeing UBS increase its economic forecasts. In this month's wrap, Jessica covers: The three key themes that evolved this month (0:52) COVID-19's worst performer now shines, Southern Cross Media (ASX:SXL) (1:15) Two stocks that charged after oil rebounded 81% (1:54) Three...

Morning Bell 29 May

Today the Aussie share market is eyeing a 0.3% fall at the open. The ASX200 closed at a 12 week high yesterday, only 18% off its all time February high. What to watch today: Machine learning & voice recognition company, Appen (ASX:APX) holds its AGM today Fruit & vegetable company, Costa Group (ASX:CGC) holds its AGM too Private capital borrowing numbers for April U.S President Trump's speech later tonight on the U.S-China tensions Bell Potter trading ideas: Bell Potter upgraded Emeco...

Weekly Wrap 22 May

As global COVID-19 restrictions ease, the Aussie share market sees a continuation of its April-May bounce back. The oil price climbs to a 10-week high as drivers once again fire up their engines. Lastly, both U.S and Aussie equities enjoy 10-week highs, rising 3% and 2.7% respectively (Mon-Thu). In this week’s wrap, Jessica covers: Energy sector charges up 8%, while Utilities drag 2% (0:44) NRW Holdings (ASX:NWH) sees a 44% uptick following record breaking results, with UBS and Citi backi...

Morning Bell 22 May

Aussies shares are eyeing a hesitant start today after U.S equities ended lower on Thursday, with investors taking profits and Amazon shares falling 2% after hitting an all-time high in the previous session.  Two trading ideas for today: Bell Potter upgraded Afterpay (ASX:APT) with a $51.50 price target after it announced it surpassed 5 million active U.S customers. AMA Group (AMA) was reiterated as a Buy by Bell Potter, with a $0.80 price target.  Investors will be watching: Wesfarmers ...

Morning Bell 15 May

The Aussie share market was eyeing a 0.9% gain at the open, but will need to rise 1.2% to claw back Monday to Thursday’s fall. Milestones were reached overnight as the oil price saw its biggest jump in 2-weeks with U.S stockpiles falling while demand creeps ahead. A trading idea for today, Bell Potter rose GrainCorp's (ASX:GNC) price target to $4.20, implying a 14% share price growth in a year from yesterday’s close of $3.67.   All eyes on Unibail-Rodamco-Westfield (ASX:URW), Star Enterta...