👀 Copy Legendary Investors' Portfolios in One ClickCopy For Free

FIVE at FIVE AU: ASX swings; business conditions resilient as consumer sentiment slips

Published 12/09/2023, 03:50 pm
Updated 12/09/2023, 04:30 pm
© Reuters FIVE at FIVE AU: ASX swings; business conditions resilient as consumer sentiment slips
AUD/USD
-
AXJO
-
CBA
-
NAB
-
MS
-
WBC
-
TSLA
-

The ASX was swingin’ harder than Frank Sinatra and Dean Marttin today. Higher early, before crashing and then clawing back some losses.

In the end, the S&P/ASX200 fell 13.00 points or 0.18% to 7,205.30. The index has lost 1.49% for the last five days, but sits 4.79% below its 52-week high.

The bottom-performing stocks in this index are Link Administration Holdings Ltd and Imugene Ltd (ASX:IMU, OTC:IUGNF) down 5.81% and 4.24% respectively.

Looking at the sectors, Materials and Healthcare led the way up 0.97% and 0.83% respectively. Energy was the biggest loser down 1.17%.

Data day: business confidence and consumer sentiment

The National Australia Bank Business Confidence survey was released today.

The survey indicates the performance of the overall Australian economy in a short-term view. A positive economic growth anticipates bullish movements for the AUD, whereas a negative growth is seen as bearish.

The report shows business conditions remained resilient rising 2 points in August, despite a slowing economy.

Trading performance, profitability and job numbers experienced a widespread increase across various industries.

Alan Oster, chief economist at NAB, indicated that although business confidence and future orders have shown slight improvements, they still linger below the average benchmark. This subdued performance is primarily attributed to persistent challenges within the retail sector.

The current results were significantly influenced by car retail and personal and household goods sectors, which experienced a stabilisation in their order books as backlogged orders were fulfilled.

Cost metrics in the survey highlighted sustained elevated levels. While labour cost growth saw a decrease from its July spike, it remained notably high at 3.2%. Meanwhile, the cost of purchases also stayed elevated, registering at 2.9% for the month.

Inflation in both the retail and services sectors showed a deceleration this month but still persisted at elevated levels.

"The survey results for August suggest the economy has remained resilient into the third quarter," Oster concluded.

Westpac got into the action on the consumer side with The Westpac-Melbourne Institute Index of Consumer Sentiment, which showed sentiment slipped 1.5% to 79.7 in September from 81.0 in August.

There is still pessimism in the community, despite waning fears of further interest rate rises.

Confidence among mortgage holders surged 7.8% last month, although this uplift was neutralised by a 6.1% dip in renter confidence and a 5.8% decline among outright homeowners. Bill Evans, chief economist at Westpac, noted, "The strong message from survey detail is of ongoing intense pressures on family finances."

Simultaneously, the Australian dollar saw a 0.9% hike to US64.31¢ on Monday, marking its most significant daily rise in six weeks. This rebound comes after Chinese authorities intensified their efforts to stabilize the weakening yuan.

The People's Bank of China issued a statement warning of decisive action against "one-way and pro-cyclical" market bets. "We estimate that the recent sharp lift in the US dollar against the yuan is out of line with fundamentals," stated Kristina Clifton, a senior economist at the Commonwealth Bank of Australia (ASX:CBA).

Currently, the yuan is fluctuating around 7.30 per US dollar, with CBA estimating a fair value between 6.72 and 7.02 per US dollar.

"The risk lies towards another weaker than expected monthly Chinese 'data dump' on Friday and renewed yuan weakness," Clifton added.

The Australian dollar often serves as a liquid proxy for the yuan, given China's status as Australia's largest importer of commodities.

Five at five

NickelSearch and Allkem collaborate to assess lithium potential at Carlingup; shares soar

NickelSearch Ltd (ASX:NIS) has soared on partnering with Allkem Ltd (ASX:AKE, OTC:OROCF, TSX:AKE), owner and operator of the Mt Cattlin Lithium Mine, in a technical collaboration to evaluate the lithium potential at the Carlingup Nickel Sulphide Project near Ravensthorpe, Western Australia.

Read more: Watch

Moho Resources fields promising rare earth soil sampling and radiometric results at Peak Charles

Moho Resources Ltd (ASX:MOH) is zeroing-in on rare earth element (REE) mineralisation at the wholly-owned Peak Charles Project in Western Australia, with soil sampling and radiometric surveying pointing to two anomalies at the Gimli and Pippin prospects.

Read more

Queensland Pacific Metals inks Indigenous Land Use Agreement for Northern Hub waste gas development

Queensland Pacific Metals Ltd (ASX:QPM)’s wholly-owned subsidiary, QPM Energy (QPME), has executed an Indigenous Land Use Agreement (ILUA) with the Widi Aboriginal Corporation (WAC), representing the Traditional Owners of the land.

Read more

International Graphite holds second largest graphite deposit in Australia following 3.4-times upgrade to resource

International Graphite Ltd (ASX:IG6) has achieved an impressive resource upgrade at the Springdale Graphite Project in Western Australia, which has now been revealed to be the second-largest graphite deposit in Australia.

Read more

Bellevue Gold readies for production as strong gold results continue to de-risk mining start-up

Bellevue Gold Ltd (ASX:BGL) continues to deliver strong infill drilling results which continue to de-risk the start of mining at its Bellevue Gold Project in Western Australia.

Read more

On your six

Analysts anticipate Tesla (NASDAQ:TSLA)'s valuation could reach $1.2 trillion, boosted by AI investments

Artificial Intelligence (AI) continues to be the market lightning rod of the moment, with Tesla's stock undergoing an AI-boosted upswing and a Morgan Stanley (NYSE:NYSE:MS) assessment suggesting the company's worth may climb above the $1.2 trillion mark.

Read more

The one to watch

Carbon Revolution has clear pathway to profitable long-term growth

Carbon Revolution Ltd (ASX:CBR, OTC:CREVF) CEO Jake Dingle tells Proactive that FY23 saw significant operational achievements for the business with strong growth in demand for its carbon fibre wheels.

Watch

Read more on Proactive Investors AU

Disclaimer

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.