Sanlam Private Wealth [Australia]

Wealthsmiths in Australia – Corporate Finance, Funds Management, Wealth Management, Financial Planning

AFS Licence 337927. Disclaimer:

[Mohamed A. El-Erian @elerianm]

Below and attached are from the @FT article, “liquidity worsens in the $29 trillion Treasury market as volatility soars:”
“Analysts at JPMorgan said market depth, a measure of the market’s ability to absorb large trades without significant shifts in price, had significantly worsened this week, meaning even small trades were moving yields significantly.”
#economy #markets

[Sanlam Private Wealth [Australia] @SanlamAU]

Interesting run down on the current state of the #antimony market, as 'the west scrambles for supply'...

https://t.co/ZunGEQ9c6i

[Sanlam Private Wealth [Australia] @SanlamAU]

EU defense contractors posting hefty YTD gains on planned EU military spending boost.

[Pete Wargent @PeteWargent]

How Australia became the world’s biggest cost-of-living loser

Australians have experienced the sharpest decline in living standards across the OECD since 2019.

Voters overseas have turfed out governments for much less.

https://t.co/gyD09QkaKF

[Stockhead @StockheadAU]

.@SanlamAU’s Ben Faulkner sees value in the #ASX #CriticalMinerals space. https://t.co/tKhz6yOZxi

[Sanlam Private Wealth [Australia] @SanlamAU]

#ASX market movers for 26 Oct (all codes, all caps, any $ trade amount)

[Sanlam Private Wealth [Australia] @SanlamAU]

#ASX market movers for 25 Oct (all codes, all caps, any $ trade)

[Sanlam Private Wealth [Australia] @SanlamAU]

2 year chart of the US High Yield ('Junk') Bond ETF (in blue) overlaid against the ASX Emerging Companies Index (in green)...

[Sanlam Private Wealth [Australia] @SanlamAU]

@David_Tracey Nasdaq performance during rate hikes highlighted below

[AustralianManufacturingForum @AuManufacturing]

.@FortescueFuture and @IPFertilisers have struck gold at the Gibson Island, Brisbane urea plant in their efforts to convert the facility from natural gas to green hydrogen feedstock.

https://t.co/akgK3q62CV

#greenhydrogen #ammonia #hydrogen

[YUAN TALKS @YuanTalks]

Chinese #lithium producers stage a rally, with an index tracking the sector surging over 4%, making it one of the best-performing sector in A-shares market.
Related: China's lithium prices jump above 200,000 yuan/tonne for first time on record.
https://t.co/t39oFzbQFf

[Sanlam Private Wealth [Australia] @SanlamAU]

#ASX top 20 most shorted stocks (sourced from ASIC).
Vulcan Energy $VUL which is a target of a short report has short interest sitting just below 1%.

[Sanlam Private Wealth [Australia] @SanlamAU]

Big rip in Dalian Iron Ore futures, up nearly 10%

[Sanlam Private Wealth [Australia] @SanlamAU]

#ASX 200 Energy Index (XEJ) trading +4%

[FXHedge @Fxhedgers]

BRENT CRUDE HITS $80 A BARREL FOR THE FIRST TIME SINCE OCT. 2018

[YUAN TALKS @YuanTalks]

#China's #coal futures continue to rally amid persistent short supply.
The most-traded thermal coal futures in Zhengzhou jumped 5% to hit a new record high of 1,296.6 yuan per tonne.
Coke in Dalian surge over 5% and coking coal gain nearly 4%.
https://t.co/vVS0O9qEIi

[Sanlam Private Wealth [Australia] @SanlamAU]

3 #ASX listings today:

Li-S Energy $LIS @ 11AM, $544M mkt cap @ 85c IPO price

Dalaroo Metals $DAL @ 11:30AM, $10.8M mkt cap @20c IPO price

Koonenberry Gold $KNB @12:30PM, $24M mkt cap @ 20c IPO price

[EMSC @LastQuake]

#Earthquake possibly felt 2 min ago in #State of Victoria #Australia. Felt it? See https://t.co/wPtMW5w1CT

[Sanlam Private Wealth [Australia] @SanlamAU]

https://t.co/0mnVImqXfR

[BreakWave @DryBulkETF]

China thermal and coking coal futures… no words…
#coal #ToTheMoon

[YUAN TALKS @YuanTalks]

#China's top market regulator #SAMR on Tue issued a draft rule which bans unfair competition by online platforms using big data, algorithm and other technical methods to affect consumers' choice, divert internet traffic.