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FIVE at FIVE AU: ASX hits new highs as markets weigh Fed rate cut

Published 17/09/2024, 03:54 pm
© Reuters.  FIVE at FIVE AU: ASX hits new highs as markets weigh Fed rate cut
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The ASX has hit new highs today.

The S&P/ASX200 gained 23.50 points or 0.29% to 8,145.10, setting a new 100-day high. Over the last five days, the index is up 1.66% and is currently 0.07% off of its 52-week high.

The top-performing stocks in this index are Polynovo Ltd and Centuria Capital Group, up 6.12% and 4.33% respectively. Neither company released news today.

There were no sectors in the red today, although some were flat. The best performed were Information Technology and Real Estate up 0.97% and 0.82% respectively.

Looking at the small caps index, the ASX/S&P Small Ordinaries (XSO) was 0.17% higher to, 2,997.90. For the past five trading days, it has gained 3.16%.

Trade agreement with the UAE

Australia has finalised a trade agreement with the United Arab Emirates (UAE), which aims to bring billions of dollars in investment into Australia’s critical minerals sector.

The deal aligns with the UAE’s recent focus on securing access to critical minerals as part of its emissions-reduction goals. Late last year, the UAE launched a $US30 billion climate-focused investment initiative.

Australian Trade Minister Don Farrell expressed hope that this investment could be directed towards Australia’s rich supplies of critical minerals and rare earths, with preferential treatment for Australian products under the agreement.

The UAE is Australia’s largest trading partner in the Middle East, with two-way trade reaching $9.4 billion in 2023. Australia’s exports to the UAE, valued at $5.2 billion, primarily consisted of alumina, meat, and oil seeds, while imports, worth $4.7 billion, were largely petroleum products and urea.

Fed decision tomorrow

The markets have been buoyed by hopes the Federal Reserve will lower interest rates tomorrow by 0.25%.

“We expect to see relatively ambient uptakes among businesses in aggressive expansion or investing in the next few months given a lot of big agenda-setting events such as the US Presidential Elections, are on the horizon, which set to have a long-term impact on global trade and businesses’ investment strategy, writes Jack Laing, VP at Tiger Broker Australia.

“With an easing borrowing environment, companies in the banking, FMCG, technology and real estate sectors could potentially see sizeable capital inflows. Technology stocks like Tesla Inc (NASDAQ:TSLA). and Microsoft (NASDAQ:MSFT) are good choices for investors to get in.

“Additionally, while rate cuts are designed to encourage spending, they can also lead to asset bubbles and increased levels of debt, both in the corporate and household sectors. Tiger Brokers advises our clients to remain vigilant and adopt a diversified investment strategy to hedge against potential market volatility, ensuring they are positioned to take advantage of growth opportunities while mitigating risk. Considering the US election is upcoming in the next few months, risk mitigation is also important as hunting for potential rewards.

“As we move towards the end of the year, the broader impact of these rate cuts will depend on how businesses and consumers respond to the changing cost of credit, and whether these adjustments can counterbalance the economic headwinds facing the US economy.”

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