Episode Synopsis "Despite popular commentary, trade with China ๐จ๐ณ is booming. Chinese solar โ๏ธ and wind share rally after Biden win. Pfizer vaccine ๐ 90% effective. (Video Edition)"
Despite popular commentary, trade with China ๐จ๐ณ is booming. Chinese solar โ๏ธ and wind share rally after Biden win. Pfizer vaccine ๐ 90% effective.ย
Listen "Despite popular commentary, trade with China ๐จ๐ณ is booming. Chinese solar โ๏ธ and wind share rally after Biden win. Pfizer vaccine ๐ 90% effective. (Video Edition)"
More 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 ๐ splitting into three. SPACs come under fire from Muddy Waters. (Audio Edition)
- Is Australia ๐ฆ๐บ really behaving any better in its trade dispute with China ๐จ๐ณ? Active fund management disappoints again. (Audio Edition)
- Flight Centre โ๏ธ getting Goldman to bookrun a convertible bond. J.P. Morgan claim we're entering a nirvana for equities. (Video Edition)
- Flight Centre โ๏ธ 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 ๐จ๐ณ is booming. Chinese solar โ๏ธ and wind share rally after Biden win. Pfizer vaccine ๐ 90% effective. (Video Edition)
- Despite popular commentary, trade with China ๐จ๐ณ is booming. Chinese solar โ๏ธ and wind share rally after Biden win. Pfizer vaccine ๐ 90% effective. (Audio Edition)
- Exciting times for domestic aviation ๐ซ. ESG flows keep coming. (Video Edition)
- Exciting times for domestic aviation ๐ซ. ESG flows keep coming. (Audio Edition)
- What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery ๐. SPACs getting on the nose. (Video Edition)
- What's going on with the Nasdaq melt-up? Victoria to get Australia's biggest battery ๐. 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 ๐จ๐ณ retail sales surge, economy recovers. ESG ๐ฑย to account for 57% of all European managed AUM by 2025. (Video Edition)
- China's ๐จ๐ณ retail sales surge, economy recovers. ESG ๐ฑย 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 ๐ฆ๐บ finally gets in line with other G10 central banks. (Video Edition)
- The RBA ๐ฆ๐บ 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 ๐จ๐ณslowing our coal exports ๐ข ? (Video Edition)
- Is the market overreacting to China ๐จ๐ณslowing our coal exports ๐ข ? (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)