About this episode
- ASX down 10 points on the open.
- Another quiet night. Market taking a cautious ‘wait and see’ approach to the tariff narrative.
- No change to Strategy.
- Dow Jones down 126 points. S&P 500 up 0.36%. Nasdaq up 0.51% in a late rally.
- Amazon results fresh of the press. Quarterly numbers meet expectations. Guidance misses. Stock down 3.5% after-hours.
- Bessent meets with Powell. He (i.e. Trump) wants bond yields lower (they didn’t move much overnight).
- US jobs numbers still to come tonight.
- Adding BSL to the Top Ideas Table. Potential tariff beneficiary.
- A busy week on the ASX coming up.
- Punching the air with NCK. Up 13% on results today.
- Iron ore stocks stirring. Need a catalyst to break their sideways trend.
- GMG and NXT bouncing. They're still buys.
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