Being first matters. Start your day with a compact briefing containing the information and data that matters. Find out what to watch for in the day ahead and the key issues facing markets, individual companies, the economy and society. Delivered by Nick Hurley, CFA, former portfolio manager at J. P. Morgan.
Latest episodes of the podcast Australian Early Finance Briefing
- ASX still suffering from outages. Treasury Wine Estates to fast-track its trade diversification strategy. (Audio Edition)
- The Energy and Bank heavy ASX outperforms global markets in November. China's attempts at economic coercion against Australia a great opportunity to diversify. (Audio Edition)
- USD to weaken 20%: Citi. (Audio Edition)
- Aust Banking Association lays out a strong case for watering-down of lending laws. CFA Institute under fire for ESG disclosure standards. (Audio Edition)
- MySuper's proposed benchmarks causing consternation among asset managers. Fantastic Furniture IPO. (Audio Edition)
- Multinationals to get tax break. 60:40 mutual fund rebal to cause sell-off. Virgin's market share may shrink to just 21%. (Audio Edition)
- Copper at a two-year high. Multi-factor funds falling out of favour. (Audio Edition)
- Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Video Edition)
- Bitcoin is back! Seek's short seller appears to have failed. Buffet buys into vaccines. (Audio Edition)
- Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Video Edition)
- Will Australian super funds all become index trackers? Priming is smashing covenant-light loans. (Audio Edition)
- BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Video Edition)
- BofA Global Investor Survey: Extreme Bullish. ABS payroll data very positive. (Audio Edition)
- ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Video Edition)
- ASX technical glitch a national embarrassment. RBA keeping AUD down and watching divergent property markets. (Audio Edition)
- Why do value stocks outperform following presidential inaugurations? Retail investors outperform hedge funds. (Audio Edition)
- Telstra 📞 splitting into three. SPACs come under fire from Muddy Waters. (Audio Edition)
- Is Australia 🇦🇺 really behaving any better in its trade dispute with China 🇨🇳? Active fund management disappoints again. (Audio Edition)
- Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Video Edition)
- Flight Centre ✈️ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Audio Edition)
- Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective. (Video Edition)
- Despite popular commentary, trade with China 🇨🇳 is booming. Chinese solar ☀️ and wind share rally after Biden win. Pfizer vaccine 💉 90% effective. (Audio Edition)
- Exciting times for domestic aviation 🛫. ESG flows keep coming. (Video Edition)
- Exciting times for domestic aviation 🛫. ESG flows keep coming. (Audio Edition)
- What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose. (Video Edition)
- What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery 🔋. SPACs getting on the nose. (Audio Edition)
- Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Video Edition)
- Australia to diversify vaccine portfolio. Retail sales rebound bodes well for Victoria. Merger arb not as risky as '08. (Audio Edition)
- RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Video Edition)
- RBA QE announcement: what was expected and what came as a surprise? Quant funds are suffering. (Audio Edition)
- Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals. (Video Edition)
- Seek's rebuttal. AMP puts a floor in its acquisition price. Westpac's deferrals coming from white-collar professionals. (Audio Edition)
- What's going on with Seek.com.au? US treasury yields back up. (Video Edition)
- What's going on with Seek.com.au? US treasury yields back up. (Audio Edition)
- Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms. (Video Edition)
- Ares looking to buy AMP. Twiggy getting approval for his gas terminal. ANZ environmental announcement underwhelms. (Audio Edition)
- A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants. (Video Edition)
- A big November for the RBA? Bill Ackman praises our superannuation system. Bond holders suffering from lack of covenants. (Audio Edition)
- How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance. (Video Edition)
- How will the RBA buy state-issued bonds? Japan will need to reduce coal imports. Australia's first 100% green ABS issuance. (Audio Edition)
- Blow-out in Australian business late payments. China meets to devise new 5-year plan. (Video Edition)
- Blow-out in Australian business late payments. China meets to devise new 5-year plan. (Audio Edition)
- Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger. (Video Edition)
- Qantas thinks it will gain 80% of corp travel market due to weakened Virgin. Moderna completes phase 3 enrolment. Tesla's competitive moat gets bigger. (Audio Edition)
- Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. (Video Edition)
- Commonwealth fast-tracking world's largest energy project in the Pilbara. Social bond issuance sets new record. (Audio Edition)
- More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia. (Video Edition)
- More calls for more RBA bond buying. ESG data providers are hot property. Vanguard applying same strategy in China as in Australia. (Audio Edition)
- Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed? (Video Edition)
- Do Afterpay and Westpac make great partners? RBA minutes state the obvious. US pension funds over-managed? (Audio Edition)
- China's 🇨🇳 retail sales surge, economy recovers. ESG 🌱 to account for 57% of all European managed AUM by 2025. (Video Edition)
- China's 🇨🇳 retail sales surge, economy recovers. ESG 🌱 to account for 57% of all European managed AUM by 2025. (Audio Edition)
- China's 'V' shaped recovery continues. Vaccine/treatment update. (Video Edition)
- China's 'V' shaped recovery continues. Vaccine/treatment update. (Audio Edition)
- The RBA 🇦🇺 finally gets in line with other G10 central banks. (Video Edition)
- The RBA 🇦🇺 finally gets in line with other G10 central banks (Audio Edition)
- Is it time to short the lockdown winners? Why are ESG ETFs outperforming more than usual? (Video Edition)
- Is it time to short the lockdown winners? Why are ESG ETFs outperforming more than usual? (Audio Edition)
- Is the market overreacting to China 🇨🇳slowing our coal exports 🚢 ? (Video Edition)
- Is the market overreacting to China 🇨🇳slowing our coal exports 🚢 ? (Audio Edition)
- Is lab-grown meat a threat to our beef exports? Options on ETFs not as they seem. (Video Edition)
- Is lab-grown meat a threat to our beef exports? Options on ETFs not as they seem. (Audio Edition)
- New home lending at record highs: ABS, Boral board shows what not to do with corporate governance, Japan buying most of our debt (Video Edition)
- New home lending at record highs: ABS, Boral board shows what not to do with corporate governance, Japan buying most of our debt (Audio Edition)
- $5bn revenue write-off limit hits more companies than expected. US labour force scarring not as bad as initially thought. (Video Edition)
- $5bn revenue write-off limit hits more companies than expected. US labour force scarring not as bad as initially thought. (Audio Edition)
- BlackRock votes to close Loy Yang A early, Powell pleas for more fiscal stimulus, EU yields to fund managers ESG demands. (Video Edition)
- BlackRock votes to close Loy Yang A early, Powell pleas for more fiscal stimulus, EU yields to fund managers ESG demands. (Audio Edition)
- Federal budget good for all except large cap, Consolidation in gold mining, Pfizer gains rolling vaccine approval. (Video Edition)
- Federal budget good for all except large cap, Consolidation in gold mining, Pfizer gains rolling vaccine approval. (Audio Edition)
- RBA increasingly likely to cut in November, Citi sees equities continuing to perform, Goldman says to bet against yield curve steepening. (Video Edition)
- RBA increasingly likely to cut in November, Citi sees equities continuing to perform, Goldman says to bet against yield curve steepening. (Audio Edition)
- More accusations made at the RBA, First SPAC ETF launches, Tesla has a record quarter. (Video Edition)
- More accusations made at the RBA, First SPAC ETF launches, Tesla has a record quarter. (Audio Edition)
- No Moderna vaccine before November 24th, Vanguard to take on Industry Super, RBA calls for a CHESS replacement. (Video Edition)
- No Moderna vaccine before November 24th, Vanguard to take on Industry Super, RBA calls for a CHESS replacement. (Audio Edition)
- Santos' Narrabri CSG project wins approval. IG issuance at record levels. (Video Edition)
- Santos' Narrabri CSG project wins approval. IG issuance at record levels. (Audio Edition)
- Exxon selling all of Bass Straight Oil, Superhero gets 10,000 customers in first month. (Video Edition)
- Exxon selling all of Bass Straight Oil, Superhero gets 10,000 customers in first month. (Audio Edition)
- Australia to become the world's largest gold producer. Snowy Hydro downgraded to junk. (Video Edition)
- Australia to become the world's largest gold producer. Snowy Hydro downgraded to junk. (Audio Edition)
- RBA now less likely to cut in October. Blackrock sees global growth bounding back faster than expected. (Video Edition)
- RBA now less likely to cut in October. Blackrock sees global growth bounding back faster than expected. (Audio Edition)
- Goldman slashes US growth forecasts. The big four finally agree on common ESG reporting standards. (Video Edition)
- Goldman slashes US growth forecasts. The big four finally agree on common ESG reporting standards. (Audio Edition)
- RBA to cut. Paul Keating attacks RBA. Discretionary names rally. (Video Edition)
- RBA to cut. Paul Keating attacks RBA. Discretionary names rally. (Audio Edition)
- Cash funds not holding cash, REX gets a new investor. (Video Edition)
- Cash funds not holding cash, REX gets a new investor (Audio Edition)
- Qatar using its competitive LNG advantages against Australia, Tesla Battery Day, Ray Dalio says capitalism is broken. (Video Edition)
- Qatar using its competitive LNG advantages against Australia, Tesla Battery Day, Ray Dalio says capitalism is broken. (Audio Edition)
- RBA to cut rates even lower? Unconventional methods shown to be working. Convertible Bond Arb best hedge fund strategy this year. (Video Edition)
- RBA to cut rates even lower? Unconventional methods shown to be working. Convertible Bond Arb best hedge fund strategy this year. (Audio Edition)
- Much disappointment to be found when understanding the fall in unemployment. Private equity firms paying themselves huge dividends. (Video Edition)
- Much disappointment to be found when understanding the fall in unemployment. Private equity firms paying themselves huge dividends. (Audio Edition)
- Why the vaccine trials need more people to get infected. OECD implores nations to spend more wisely. (Video Edition)
- Why the vaccine trials need more people to get infected. OECD implores nations to spend more wisely. (Audio Edition)
- AUD goes up after RBA says it's too high. Global trade recovering strongly. (Video Edition)
- AUD goes up after RBA says it's too high. Global trade recovering strongly. (Audio Edition)