Australian Early Finance Briefing: Recent Episodes
Nick Hurley
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.
ASX still suffering from outages.
Treasury Wine Estates to fast-track its trade diversification strategy.
The Energy and Bank heavy ASX outperforms global markets in November.
China's attempts at economic coercion against Australia a great opportunity to diversify.
Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards.
MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO.
Multinationals to get tax break.
60:40 mutual fund rebal to cause sell-off.
Virgin's market share may shrink to just 21%.
Bitcoin is back!
Seek's short seller appears to have failed.
Buffet buys into vaccines.
Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines.
Will Australian super funds all become index trackers?
Priming is smashing covenant-light loans.
Will Australian super funds all become index trackers?
Priming is smashing covenant-light loans.
ASX technical glitch a national embarrassment.
RBA keeping AUD down and watching divergent property markets.
ASX technical glitch a national embarrassment.
RBA keeping AUD down and watching divergent property markets.
Why do value stocks outperform following presidential inaugurations?
Retail investors outperform hedge funds.
Is Australia π¦πΊ really behaving any better in its trade dispute with China π¨π³?
Active fund management disappoints again.
Flight Centre βοΈ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities.
Flight Centre βοΈ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)
Despite popular commentary, trade with China π¨π³ is booming. Chinese solar βοΈ and wind share rally after Biden win. Pfizer vaccine π 90% effective.Β
Despite popular commentary, trade with China π¨π³ is booming. Chinese solar βοΈ and wind share rally after Biden win. Pfizer vaccine π 90% effective.Β
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery π. SPACs getting on the nose.
What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery π. SPACs getting on the nose.
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.
Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08.
RBA QE announcement: what was expected and what came as a surprise?
Quant funds are suffering.
RBA QE announcement: what was expected and what came as a surprise?
Quant funds are suffering.
Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals.
Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals.
Ares looking to buy AMP.
Twiggy getting approval for his gas terminal.
ANZ environmental announcement underwhelms.Β
Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms.
A big November for the RBA?
Bill Ackman praises our superannuation system.
Bond holders suffering from lack of covenants.
A big November for the RBA?
Bill Ackman praises our superannuation system.
Bond holders suffering from lack of covenants.
How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance.
How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance.
Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger.
Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger.
Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. Intangible value >80% of SPX.
Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. Intangible value >80% of SPX.
More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia.
More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia.
Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed?
Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed?
China's π¨π³ retail sales surge, economy recovers. ESG π±Β to account for 57% of all European managed AUM by 2025.
China's π¨π³ retail sales surge, economy recovers. ESG π±Β to account for 57% of all European managed AUM by 2025.
Is it time to short the lockdown winners? Why are ESG ETFs outperforming more than usual?
Is it time to short the lockdown winners? Why are ESG ETFs outperforming more than usual?
New home lending at record highs: ABS, Boral board shows what not to do with corporate governance, Japan buying most of our debt, Ackman looking for a minority stake for his SPAC.
New home lending at record highs: ABS, Boral board shows what not to do with corporate governance, Japan buying most of our debt, Ackman looking for a minority stake for his SPAC.
$5bn revenue write-off limit hits more companies than expected. US labour force scarring not as bad as initially thought.
$5bn revenue write-off limit hits more companies than expected. US labour force scarring not as bad as initially thought.
BlackRock votes to close Loy Yang A early, Powell pleas for more fiscal stimulus, EU yields to fund managers ESG demands.
BlackRock votes to close Loy Yang A early, Powell pleas for more fiscal stimulus, EU yields to fund managers ESG demands.
Federal budget good for all except large cap, Consolidation in gold mining, Pfizer gains rolling vaccine approval.
Federal budget good for all except large cap, Consolidation in gold mining, Pfizer gains rolling vaccine approval. (Audio Edition)
RBA increasingly likely to cut in November,
Citi sees equities continuing to perform,
Goldman says to bet against yield curve steepening.
RBA increasingly likely to cut in November,
Citi sees equities continuing to perform,
Goldman says to bet against yield curve steepening.
No Moderna vaccine before November 24th, Vanguard to take on Industry Super, RBA calls for a CHESS replacement.
No Moderna vaccine before November 24th, Vanguard to take on Industry Super, RBA calls for a CHESS replacement.
Santos' Narrabri CSG project wins approval.
Rex gets their new planes from Virgin.
IG issuance at record levels.Β
Santos' Narrabri CSG project wins approval.
Rex gets their new planes from Virgin.
IG issuance at record levels.Β
Exxon selling all of Bass Straight Oil, Superhero gets 10,000 customers in first month.
Exxon selling all of Bass Straight Oil, Superhero gets 10,000 customers in first month.
Australia to become the world's largest gold producer. Snowy Hydro downgraded to junk. US junk funds see big outflows.Β
Australia to become the world's largest gold producer. Snowy Hydro downgraded to junk. US junk funds see big outflows.Β
RBA now less likely to cut in October.
Blackrock sees global growth bounding back faster than expected.
RBA now less likely to cut in October.
Blackrock sees global growth bounding back faster than expected.Β
Goldman slashes US growth forecasts. The big four finally agree on common ESG reporting standards.
Goldman slashes US growth forecasts. The big four finally agree on common ESG reporting standards.
Cash funds not holding cash, REX gets a new investor, Pfizer takes the lead in the vaccine trial. Powell calls for more fiscal stimulus.
Cash funds not holding cash, REX gets a new investor, Pfizer takes the lead in the vaccine trial. Powell calls for more fiscal stimulus.
Qatar using its competitive LNG advantages against Australia.
Tesla Battery Day.
Ray Dalio says capitalism is broken.
Qatar using its competitive LNG advantages against Australia.
Tesla Battery Day.
Ray Dalio says capitalism is broken.
RBA to cut rates even lower? Unconventional methods shown to be working. Convertible Bond Arb best hedge fund strategy this year.
RBA to cut rates even lower? Unconventional methods shown to be working. Convertible Bond Arb best hedge fund strategy this year.
Much disappointment to be found when understanding the fall in unemployment.
Private equity firms paying themselves huge dividends.
Much disappointment to be found when understanding the fall in unemployment.
Private equity firms paying themselves huge dividends.
Why the vaccine trials need more people to get infected. OECD implores nations to spend more wisely.
Why the vaccine trials need more people to get infected. OECD implores nations to spend more wisely.