According to Goldman Sachs copper might be mispricing ‘Russian supply risk’. The disorderly moves seen in Nickel have so far missed the copper markets as markets expects Russia’s 4% of global production of copper to be absorbed by world markets.…
The AUD has reasons for strength right now. Firstly, China is moving towards a looser policy stance with the PBoC expected to cut rates again and China’s Gov’t affirming their commitment to keep stock markets stable. Secondly, surging commodities support…
Geo-political risk remains elevated at the moment as the Russian/Ukraine crisis continues to drag on. The proximity of Europe to Russia has meant that European stocks fell on the initial invasion news. However, should the geo-political risk fade then it…
Markets are increasingly bullish on airlines with a string of positive headlines coming out this week. The CEO of American Airlines is reported to have told a JPMorgan conference that he has personally been buying other airline stock. United Airlines…
The RBNZ is on course to raise interest rates up to a projected terminal rate of 3.3%. This means the RBNZ is now on a hiking cycle to control inflation and subdue a hot housing market which should result in…
Australia’s leading index has a number of factors going for it right now. Firstly, pro-growth policies should help support Australia’s largest trade partner, China. Secondly, Australia is geographically a long way from the Ukraine/Russia crisis, so the index should be…
The recent surge in oil prices has been driven by the Russian/Ukraine crisis. This means that over the medium term the current rise in oil prices do not look very sustainable, especially if those high prices start to weigh on…
Today I will show you how to use the Seasonax screener function to automatically generate a list of some great potential investment opportunities. In this instance we will look at the Dax. How does the Screener work? What do you…
Are seasonals favouring further #NZDJPY gains? The #RBNZ is on course to raise interest rates up to a projected terminal rate of 3.3%. This means the RBNZ is now on a hiking cycle to control #inflation and subdue a hot…
The UK #FTSE 100 index has seen significant falls on the Russian/Ukraine crisis in line with European #stocks. Often these dips on geopolitical risks can be good opportunities for medium term buyers. The recent surge in #commodities will benefit some…
