Nadine Blayney

Beware the purpose of the "betting markets" narrative From the NYT: Mike Madrid, a longtime Republican strategist who is critical of the former president. “The goal is to set the predicate for the race’s aftermath so you can challenge the result.”

🌞Today: monthly household spending indicator will provide another reading on Q3 24 consumption which @Scutty told me yesterday is the one to watch #ausbiz

🚨 $CBA: The upshot (of Q3 inflation) is that we no longer expect the RBA to cut the cash rate in December 2024 #ausbiz

Some findings from the Franklin Templeton CIO survey: US fed funds rate ends 2025 around 3.6%. The CIOs expect at least five rate cuts* by the end of 2025. Listen for more 🎧 #ausbiz https://t.co/XrVGJzoMnJ

"No matter how we view it, these are all potential market-movers." @SteveSosnick $GOOG $META $MSFT $AAPL $AMZN Join Steve live on https://t.co/6uqy0IaMOP at 9:45 AEDT #ausbiz https://t.co/fAOoJWjCKA

.@rbccm initiates research on the Australian Automotive Aftermarket sector $AOV- Outperform, $14.00/share price target $BAP - Sector Perform, $5.00/share price target $ARB Outperform, $50.00/share price target #ausbiz

☀️ https://t.co/KuaFpfq4Wk

Fireside chat with #RBA's Andrew Hauser at the $CBA conference today #ausbiz

$CBA: A strong jobs report reduces the odds of a December #RBA rate cut....stick with it given our expectations for the September quarter CPI and Q3 24 national accounts #ausbiz

$AMP: today’s data confirmed the #RBA’s worries that the elevated level of aggregate demand in our economy is still above supply & absent a material weakening in trimmed mean inflation or household consumption, the RBA will likely remain hawkish until next year. #ausbiz

.@rbccm: initiates coverage of Aussie engineering stocks $VNT outperform $DOW sector perform $SSM outperform #ausbiz

We're looking for a final few #smallcaps to join us for our next virtual investor event... Reach out to [email protected] #ausbiz

🌞 $ANZ: (China's) failure to provide new fiscal stimulus measures suggests authorities have not officially abandoned their core principles. As such, we don’t see the announcements providing any new support for commodity demand. #ausbiz

.@rbccm: $RIO offer for $LTM compelling... lift $LTM price target to RIO's offer price of $5.85, and cut $RIO PTs decline ~2% to A$125 (from $127) #ausbiz

🌞$MQG: we maintain our preference for $S32 in ASX large-cap coverage. We retain our preference for $BHP over $RIO #ausbiz

🌞T Rowe Price: the market has priced in too many rate cuts overall...expect two more 25 bp cuts this year #ausbiz

.@rbccm on $BXB : RBC maintain their OUTPERFORM recommendation and raise their target price to $20.75 p/share (prev. $19.25 p/share) #ausbiz