Frais Capital Pty Ltd

📊 CPI data released today shows a slowdown, to 3.5 per cent, in comparison to 3.8 per cent from last month according to the ABS. 📉 The Australian Financial Review indicates that while this figure is decreasing, many were hoping for a target of 3.4 per cent. 🎁 With the Christmas spending period rapidly approaching, there will be many watching the next few months CPI data releases, as the The Australian Financial Review indicates. July retail sales figures will be released on August 30 and GDP for Q2 is reporting next week. Tune into Siobhan Blewitt on ABC 774AM 6:35am weekdays to hear up to the minute finance market updates. Data Source: ABS

Nvidia reports on Thursday and the question is will this impact their reporting? Financial Times indicates Chinese export controls on crucial semiconductor materials are hitting supply chains and stoking fears of shortfalls in western production of advanced chips and military optical hardware. Beijing’s curbs on shipments of germanium and gallium, which are used for semiconductor applications and military and communications equipment components, have led to an almost twofold increase in the minerals’ prices in Europe over the past year. To read the full article, click the link below. https://lnkd.in/g5hi7jjG

📈 The Australian stock market is awash with profit results today 📈 Companies scheduled to report results today: BHP (BHP) | Coles (COL) | Integral Diagnostics (IDX) | Lovisa (LOV) | McMillan Shakespeare (MMS) | Propel Funeral Partners (PFP) | Siteminder (SDR) | SG Fleet (SGF) | Woodside (WDS) | Guzman Y Gomez (GYG) | Worley (WOR) | Johns Lyng Group (JLG) | ZipCo (ZIP). BHP continues to make large profits in copper. Tune into ABC 774 AM tomorrow morning 6:35am to hear Siobhan Blewitt's market updates. Image Source: Financial Times

The final week of the Q2 reporting season on the way with a few large names set to report. Watch for NVDA, CRM, PDD, RY, BHP, CRWD, BMO, MRVL, BNS, ADSK, LULU, DELL, CM, and many more. To hear further updates, listen to Siobhan Blewitt on ABC 774AM weekdays at 6:35am for up to the minute finance reports. Source: Fundstrat Global Advisors

Financial Times discusses gold pricing surging to an all-time high this week. With the US Federal Reserve chair Jay Powell speaking today on the latest interest rate decisions, gold's popularity has been rising due to the US and European buyers positioning for lower borrowing costs. To hear further updates on the latest US and Australian financial markets movements as it happens, tune into Siobhan Blewitt speaking with Libbi Gorr on Enterprise Breakfast, Disrupt Radio, Monday morning 7:15am. To read the full article, click the link: https://lnkd.in/gAWhrS4m Source: Financial Times

All eyes on will be on the Jackson Hole Economic Conference tomorrow. As the Financial Times highlights, The Fed is not panicking, and economists will be closely watching how Powell talks about the economic outlook during his speech on Friday. Most market participants think the Fed will cut rates by a quarter-point in September, but a minority think it could be a half-point, especially if the next jobs report is as weak as last month’s. Borrowing costs are projected to fall almost a full percentage point this year. https://lnkd.in/e4-is8i2

With reporting and earning season moving swiftly, Siobhan Blewitt shares daily finance market insights on Australian Broadcasting Corporation (ABC) Breakfast Radio with Sammy J, 774AM, 6:35am weekdays. You can also read the latest financial and economic insights over at fraiscapital.com/insights.

Financial Times have indicated global stocks had their best week since November 2023. After a rollercoaster few weeks with Japanese stocks, Financial Times referred to the surge late last week which has led to weekly gains. Next up, the US Federal Reserve's Jackson Hole symposium for deep discussions on US interest rates. It's going to be a busy few weeks ahead for global economies and stock markets, to read further, click the link below. https://lnkd.in/geCseJtg

This morning's Markets and Finance Update on Enterprise Breakfast, Disrupt Radio, Siobhan Blewitt, Founder & CEO, Frais Capital Pty Ltd shared with Libbi Gorr key finance and markets points for the week ahead: 📈 Reporting Season continues to earnest, with Bluescope Steel and Westpac reporting to start the week. 💱 Given the rollercoaster of the markets of the last few weeks, the global stocks markets have had the best week in nine months, since November last year. 🛒 JB HIFI and Temple and Webster results indicate consumer spending is still occurring, although perhaps rather than renovations and redecorating, it may perhaps be the everyday items always forgotten, phone chargers, headphones and the like. To read further markets insight, go to fraiscapital.com/insights

Further to Thomas (Tom) Lee's commentary on when the US Fed will begin a rate cutting cycle, in today's The Australian Financial Review the commentary continues. The Australian Financial Review has included further discussion on resilient consumers, alongside retail sales reporting and inflation. With this in mind, the article continues to discuss key factors the US Federal Reserve looks at when beginning the rate cutting cycle. To read the full article, click below. To hear further insight on the economy and finance markets, tune into Siobhan Blewitt, 7:15am Monday morning on Enterprise Breakfast with Libbi Gorr on Disrupt Radio. https://lnkd.in/gKhsPZsy