LA Private

February 2024

Australian earnings season dominated by major resource companies

The second and biggest week of the Australian December half and full-year earnings reporting season will be dominated by major resource companies, both domestically and offshore. The world’s biggest miners—BHP, Rio Tinto, Vale, Glencore, and Fortescue—will be the major reporters this week, with other companies also releasing their figures in Australia. Nearly 80 companies in

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Investors await big earnings reports: Nvidia and Walmart in focus

US markets will be closed on Monday for the Presidents Day holiday, but after that, investors face a big test with the quarterly earnings from AI figurehead Nvidia and retail giant Walmart dominating the dying days of the December reporting season. Besides Walmart and Nvidia, department store retailers Dillard’s and Macy’s are also due to

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Global economic outlook: Earnings, wages, and central bank watch

On the agenda this week: more earnings, especially from AI giant Nvidia, from around the world; wages data in Australia; continuing worries about inflation and central bank interest rate policies; and the final estimate for German 4th quarter and 2023 economic growth. Globally, it’s the release of early data from monthly surveys of economic activity

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China’s export ban on graphite boosts opportunities for non-Chinese graphite producers

In October last year, China announced new export permit requirements for certain graphite products, citing national security concerns and aiming to bolster its control over critical mineral supply amid challenges to its manufacturing dominance. China is utilising its dominant position in the global critical minerals and raw materials supply chain to address the expanded economic

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