LA Private

March 2024

End of March quarter

MSCI’s index of world stocks rose 7.7% in the three months to March as increasing optimism about US economy offset worries about slower interest rate cuts — overlain by a frenetic FOMO about AI. MSCI data showed it was the strongest opening quarter for a year for five years and gives markets a kick start

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A shortened trading week in Europe, Australia and parts of Asia, but that won’t change the emphasis at the start of a new month and quarter on US jobs data for March. There’s also the usual start of month surveys of manufacturing and services activity across leading economies, as well as data on house prices,

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Red ink from China property

December 31 annual reports flooded out of Chinese companies last week, with weak results and red ink dominating the stricken property sector, amid more signs that the government bailout is well underway. The results are no wonder, given the slide in property through 2023 (though there were a couple of smaller government-supported developers who reported

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Gold futures closed at the second record high in as many days on Thursday ahead of the Easter break. Buying momentum continues even as the dollar and treasury yields rose ahead of what turned out to be almost OK inflation figures released on Good Friday. Gold for June delivery closed up US$25.70 to settle at

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Remember all those stories in January and February about how Taylor Swift could boost inflation and how the money spent on tickets and her merch would be a downer for retail sales in February? Well, after the monthly inflation indicator for February on Wednesday showed no impact except an anticipated rise in hotel and accommodation

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Enlitic Inc (ASX:ENL) Presentation, Sydney Investor Day, March 2024

Michael Sistenich – CEO – Enlitic Inc (ASX:ENL) focuses the power of artificial intelligence into data management and interoperability applications, enabling effective administration, processing, and sharing of patient data throughout the healthcare enterprise. Enlitic standardises, protects, integrates, and analyses data to create the foundation of a real-world evidence platform that improves clinical workflows, increases efficiencies,

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QX Resources (ASX:QXR) Presentation, Sydney Investor Day, March 2024

Steve Promnitz – Managing Director – QX Resources (ASX:QXR) is focused on exploration and development of battery minerals, with hard rock lithium assets in a prime location of Western Australia, a lithium brine project in the USA, copper/moly/gold assets in Queensland and a strategic investment in nickel sulphides in Sweden. The aim is to connect

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