Is It Time to Go Fishing?
With US bond yields rising and the 10-year yield reaching a level last seen in 2007, Charlie and I step back to examine the 40-year cycle in interest rates and what bear flattening of the yield curve has meant for stocks.
Closing Bell
Rising Yields and Roaring Commodities Rattle Markets
In this week’s The Closing Bell, Murray examines how the Iran war, rising Japanese interest rates and the threat of a powerful El Niño could be feeding a perfect storm for markets.
Rising Yields, Hot Uranium Stocks and Your Picks
Four viewer picks: a speculative data centre technology play, a vertically integrated water services provider, a brownfields gold miner and a uranium miner.
Nvidia Keeps the Party Going
Nvidia has done it again, delivering another blockbuster result and keeping animal spirits alive. But the strength is spreading well beyond AI. Beaten-up SaaS stocks are bouncing back from the SaaSpocalypse, while uranium, zinc, copper, gold and silver are all attracting serious buying.
Two Software Recovery Plays
The battle between Washington and the bond market is heating up and the economic fallout from the war in Iran is beginning to surface. Murray looks at two US stocks that look ready to rumble.
ASX Wobbles as Tech and Uranium Come Alive
The ASX 200 took a step backwards this week as results season put the brakes on its recent rally. Weakness in the banks has raised the risk, potentially opening the door to a quick 4% correction.
