Three things to watch this week: inflation, OPEC+reaction and insulin stocks
Inflation data is on watch and expected to fall in Australia and the US. But expect smart money to flow into healthcare stocks as job growth is slowing and surplus income is falling. We cover healthcare stocks to maybe jab into your portfolio. Plus, the potential OPEC+ meeting outcomes with stocks to watch given the oil price is in 'oversold' territory'
1- US inflation to fall under the Fed's target. Wow. Australia's inf...
1- US inflation to fall under the Fed's target. Wow. Australia's inf...

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Three things to watch this week - Travel, Retail Brands, and Turkey stocks to gobble up
With retail trade in December traditional one of the strongest months for sales growth, it is worthwhile considering the listed Australian and NZ travel companies, retail brands and shopping trolley fillers, all of which, will likely see a sales and earnings boost and potential share price growth. From Black Friday sales, to Chrissy shopping, to arrivals in Australia lifting, we cover the food, grocery and ‘gr...

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Three things to watch this week - Military talks, US CPI and retail sales & the shopping frenzy
Military talks, US inflation and retail sales and the 'Fourfecta' shopping frenzy, are the key elements you need be across this week. We cover what you need to consider, with trading and investing implications.
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Military talks at APEC summit
US-China military communication is a priority for both US President Biden and his Chinese counterpart Xi Jinping when they meet on Wednesday, given ties...
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Military talks at APEC summit
US-China military communication is a priority for both US President Biden and his Chinese counterpart Xi Jinping when they meet on Wednesday, given ties...

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Jessica Amir
reacted to
Week Ahead: November kicks off with a bang, more gains are in store
The major indices have seen their best week of 2023 and more gains are in store from a fundamental and technical analysis perspective. We cover the stocks and ETFs to watch that could see the most upside. Plus get ready for severe weather, heatwaves, bushfires, severe thunderstorms and flooding with a list of ETFs to keep on your radar. And you need to watch Block's shares as it's poised for a rally.
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What's happening...
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What's happening...


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Week Ahead; Apple, EVs, Bitcoin proxy & Macquarie in the spotlight. Plus why consider uranium, electricity companies, & the war-time playbook
What's happening in markets: US earnings season is at the half-way mark; eyes on Apple, EVs, the Bitcoin proxy & Macquarie
- So far we've seen the strongest US earnings in a year. This week 150 S&P 500 companies are due to report with all eyes on Apple's $Apple(AAPL.US$ results on Thursday and its outlook, particularly in China. Overall, Apple's earnings a...
- So far we've seen the strongest US earnings in a year. This week 150 S&P 500 companies are due to report with all eyes on Apple's $Apple(AAPL.US$ results on Thursday and its outlook, particularly in China. Overall, Apple's earnings a...

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ColumnsA tug of war for market. Big tech earnings ahead + US GDP. Plus watch stocks that have risen 16% since the Gaza attacks
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Markets are playing a balancing act and tug of war. Here is what to watch and consider
On one side of markets, good news is good. Or is it?
1- The market will likely be contending with a round of hotter-than-expected economic news. This week's release of Aussie CPI and US GDP data will test if stronger economic data will p...
Markets are playing a balancing act and tug of war. Here is what to watch and consider
On one side of markets, good news is good. Or is it?
1- The market will likely be contending with a round of hotter-than-expected economic news. This week's release of Aussie CPI and US GDP data will test if stronger economic data will p...

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GE shares +70% this year and why I see more upside
Everyone is talking about big tech earnings. But one stock I'm watching is GE ($General Electric(GE.US$). Why?
- General Electric ($General Electric(GE.US$) is a global diversified company. Its shares are up 70% this year.
- It's not just a manufacturer of health equipment (making up 25% of revenue) but it makes aviation engines and equipment (accounting for ~35% of revenue).
- It's also in FUTURE industries as well. It generates gas, steam and...
- General Electric ($General Electric(GE.US$) is a global diversified company. Its shares are up 70% this year.
- It's not just a manufacturer of health equipment (making up 25% of revenue) but it makes aviation engines and equipment (accounting for ~35% of revenue).
- It's also in FUTURE industries as well. It generates gas, steam and...

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ColumnsWeek Ahead: The war playbook, China's recovery and Telsa's earnings
Tesla, Lockheed Martin and Netflix quarterly earnings reports are on watch this week
Lockheed Martin's ($Lockheed Martin(LMT.US$) earnings report is one to watch this week, with its shares rising 10% last week, on the premise that its sales will rise as it’s the largest US defense contractor, with 65% of its contracts being with the Department of Defence. The focus will be on its outlook, and what’s been happening this current...
Lockheed Martin's ($Lockheed Martin(LMT.US$) earnings report is one to watch this week, with its shares rising 10% last week, on the premise that its sales will rise as it’s the largest US defense contractor, with 65% of its contracts being with the Department of Defence. The focus will be on its outlook, and what’s been happening this current...

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Hamas strikes; these stocks and this ETF, the ITA, surge
In times of duress, defence companies' earnings and shares historically rally.
Since the attacks in Israel, the world's biggest Defense ETF, the iShares ITA, notched its best gains in three years, with the ETF up 6% in three days, largely led by Lockheed Martin ($Lockheed Martin(LMT.US$), Northrop Grumman ($Northrop Grumman(NOC.US$), and L3Harris ($L3Harris Technologies(LHX.US$), surging 8 to 12 per cent each.
Consider that the US govern...
Since the attacks in Israel, the world's biggest Defense ETF, the iShares ITA, notched its best gains in three years, with the ETF up 6% in three days, largely led by Lockheed Martin ($Lockheed Martin(LMT.US$), Northrop Grumman ($Northrop Grumman(NOC.US$), and L3Harris ($L3Harris Technologies(LHX.US$), surging 8 to 12 per cent each.
Consider that the US govern...

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ColumnsWeek ahead. Trading & investing ideas in Oil, defence, & stingy pre-Christmas spending. Plus CPI is ahead & earnings season kicks off
We cover why the oil price could continue to rebound from last week's 8% sell-off, with energy companies to watch, which have been upgraded by analysts. Plus, why look at domestic stingy pre-Christmas spending beneficiaries' stocks, and glance at defence companies that could rally amid the strikes in Israel. Plus, what to watch amid US inflation being released. And...


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