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The morning catch up: ASX to slip as investors await first inflation data for the year

Published 31/01/2024, 09:40 am
© Reuters The morning catch up: ASX to slip as investors await first inflation data for the year
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Aussie shares are poised for a dip after nearly hitting a record high earlier this week.

Investors are subdued as the Australian Bureau of Statistics (ABS) prepares to release the first round of consumer price data for 2024, which will weigh upon the Reserve Bank’s next rate decision and those in the coming months.

Over in the US, policymakers are scheduled to release a statement, with Federal Reserve chairman Jerome Powell to conduct a press conference shortly thereafter – this will no doubt be on investors’ minds.

ASX futures were only a point higher just after 9:00 am this morning, while the dollar slipped 0.1% to 66.01 US cents – futures had been leaning south but recovered as the trading day drew to a close in the US.

That trading day saw the Dow Jones rising by 0.4%, while the S&P 500 and the Nasdaq saw declines of 0.01% and 0.7% respectively.

Tech stocks shaky

Key stocks in New York, including technology and mining giants, witnessed varied movements. BHP (ASX:BHP) dipped by 0.2%, Rio Tinto (ASX:RIO) fell by 1.2%, whereas Atlassian (NASDAQ:TEAM) gained 0.7%.

In the tech sector, Tesla (NASDAQ:TSLA) climbed by 0.6%, but Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL) and Amazon (NASDAQ:AMZN) registered declines.

The sector is under scrutiny after a report by analyst Ming-Chi Kuo, indicating a potential drop in iPhone demand for 2024, particularly in China. This forecast contributed to Apple leading the NYSE Fang Index lower.

Post-market hours, Microsoft and Alphabet (NASDAQ:GOOGL) announced their fourth-quarter results, surpassing analysts' expectations in both earnings and revenue.

Despite all the movements, there is good economic news on the horizon, says the International Monetary Fund (IMF), which is predicting a 'soft landing' for the global economy.

The fund anticipates a quicker easing of inflation and the potential for interest rate reductions in developed economies in the latter half of 2024.

Currencies and commodities

The cryptocurrency market was buoyant, with Bitcoin marking a 1.3% increase to $US43,583 earlier this morning.

In commodities, spot gold saw a marginal decrease of 0.1% to $US2032.15 per ounce. Brent crude oil, however, rose by 1.1% to $US83.30 a barrel, and iron ore prices decreased by 1.7% to $US133.15 a tonne.

In bond markets, the 10-year yields stood at 4.06% in the US, 4.14% in Australia, and 2.27% in Germany.

Domestically, energy stocks might see activity following a rise in oil prices and Saudi Aramco’s decision to maintain its production capacity.

Market snapshot

  • ASX 200 (Tuesday close): +0.3% at 7,600 points.
  • Australian dollar: -0.1% at 66 US cents.
  • Wall Street: Dow Jones: +0.4%, S&P 500 -0.1%, Nasdaq -0.8%.
  • Bitcoin: +1.1% at $US43,639.
  • Spot gold: +0.2% at $US2,036/ounce.
  • Brent crude: +0.5% at $US82.83/barrel.
  • Iron ore: -3% at $US131.30/tonne.

What’s happening in small caps?

The S&P/ASX Small Ordinaries closed at 2,928.45 yesterday, up 0.77% on the previous day.

Making news this morning, which you can read more about throughout the day with Proactive:

  • Element 25 Ltd (ASX:E25, OTCQX:ELMTF) is kicking off detailed design, planning and procurement for expansion of manganese ore production at its Butcherbird Mine in WA in line with the expansion feasibility study released earlier this year.
  • Boadicea Resources Ltd (ASX:BOA) (Boadicea Resources Ltd (ASX:BOA)) welcomes progress on a transaction with Trigg Mining to acquire 90% interests in four new licence areas comprising 431 square kilometres in northern Queensland.
  • Sunstone Metals Ltd (ASX:STM) has uncovered further outstanding gold-silver assays which continue to confirm its view that Limon, at the Bramaderos Project in southern Ecuador, is a large discovery with multiple high-grade epithermal centres.
  • AuKing Mining Ltd (ASX:AKN) has fielded assay results from its initial exploration program at Mkuju, adjacent to the Nyota Uranium Project, and these results are significantly stronger than previously reported pXRF field readings.
  • Read more on Proactive Investors AU

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