1 September 2020
Investor Talk: 1 September 2020
The U.S. economic week ahead report for the first week of September covers U.S. factories, trade and jobs, with market commentary.
1 September 2020
ETF Report – The hunt for gold
The gold spot price (per ounce) soared from ~US$1,780 to ~US$1,974 over July as second wave fears of COVID-19 remained the prevailing market narrative.
28 August 2020
Reporting Season Highlights – Week 3
We recap some of the profit reporting season highlights from the third week including Flight Centre (FLT), Johns Lyng Group (JLG) and Macquarie Telecom Group (MAQ).
21 August 2020
Reporting Season Highlights – Week 2
We recap some of the profit reporting season highlights from the second week including Bendigo and Adelaide Bank (BEN), Domino's Pizza (DMP) and Integrated Research (IRI).
18 August 2020
Bells Gold Tracker: August 2020
The consensus on the gold price had become almost universally positive. We had also noted over the last few weeks that silver had finally begun to outperform gold – one of the last elements that had been missing from the bull market landscape and signalling to us the further maturation of positive gold market sentiment.
18 August 2020
E&C July Newsletter
During the month of July, a total of $886m in new contracts were announced by companies in our index. This was a strong result and was underpinned by $550m of contract wins from DOW across Roads, Electricity, Oil & Gas and Iron Ore.