Stagflation
The Good Morning Report – 7th of May 2025
Checkout the overnight scoreboard!!! Wahoooooo!!!.
The Good Morning Report – 1st of May 2025
COPPER price sank 5.56% overnight despite big time commodities trading house Mercuria putting out a warning that Chinese stockpiles of COPPER could run out within months
The Good Morning Report – 3rd of April 2025
I’d expect some pretty interesting gyrations in markets today as investors try to work out the consequences of Trump’s tariffs.
The Good Morning Report – 15th of Nov 2024
The next 4 years are going to be all about America Vs China or Trump Vs Xi Man….I definitely don’t see a physical conflict between the nations but rather very drawn out trade wars which are likely to result in STAGFLATION
The Good Morning Report – 6th of June
It’s Nvidia fever as the AI chip maker joins Apple and Microsoft with a market cap above $US3 trillion.
The Good Morning Report – 15th of May
When delivering the Budget, Chalmers said he is going to turn Australia into a “renewable superpower”….That’s code for “I’m moving us into an era of STAGFLATION
The Good Morning Report – 11th of April
BONDS and STOCKS were whacked as INFALTION came in higher than expected in the US…..GOLD hit another fresh all time high in AUD, but was down a bit in USD.
The Good Morning Report – 22nd March
The forward looking URANIUM supply/demand chart is a thing of absolute beauty (see random observation)…… Once again – don’t over think it!…BUY URNM
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. Aussie inflation rate …more
The Good Morning Report
The latest market news, commentary and strategy by Adrian Rowney 5 Things that Grabbed my Attention 1. JP Morgan boss …more