We’re being trumped with tariffs when the timing couldn’t be worse
Local stocks were trumped by the US President’s tariff threat, which above all is creating uncertainty.
Peter Switzer is the founder of Switzer Group - a content, publishing and financial services firm. Peter is an award-winning broadcaster, talking each morning to 2GB's Ben Fordham about the latest in finance and money. You can read his views daily on Switzer.com.au, and subscribe to Switzer Report for his latest insights, analysis and recommendations.
Local stocks were trumped by the US President’s tariff threat, which above all is creating uncertainty.
With BHP down again today, it’s timely that I take a long hard look at my favourite individual stock plays for 2025 and that would be BHP, followed by CSL.
Here’s a fair question: what just happened this week? The RBA cut rates, and our stock market went down!
No-one can accurately predict the future, but given what’s happening with interest rates, I’m certain we’ll see that CBA’s share price “CAN” fall but how certain am I that it will fall significantly?
While Friday on Wall Street was mostly negative, after a doozy of a week for positivity and given inflation and Trump tariff concerns, it was a huge effort showing that the market, at the moment, thinks tailwinds for stock prices outweigh headwinds.
Here’s my crop of quality companies that remain out of favour with the market. Beside their names I’ll look at the consensus of analysts on any future price rise, the number of analysts supporting the stock and the biggest rise tipped.
Anyone wanting to invest with total confidence wouldn’t be satisfied with news out of the US overnight.
Playing Donald Trump’s tariffs involves calculating the risk of just how serious a trade war might become. Here are a few ways to play the tariff world of 2025 and beyond.
Every morning when the New York Stock Exchange and the Nasdaq on Times Square are trading, I wake up and go straight to the key indexes.
Although Wall Street took a breather on Friday, the Trump-inspired rally has rolled on for another week, undoubtedly explained by profit-takers unable to resist pocketing some of the near 7% gains since the new president won the November 5 poll last year.
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