Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
525 Views
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
471 Views
Rio Tinto/Arcadium: Home Straight After CFIUS Nod
The key reg approvals have been satisfied. Any pullback on Trump blustering is a buy. Trading at a ~3.2% gross return for the Aussie line. That's...
542 Views
Rio Tinto/Arcadium: Trading Wide Ahead Of 23rd Dec Vote
This looks done. Trading at a 11.9%/20.5% gross/annualised return, assuming mid 2025 completion. That looks attractive. The key risk is one of...
885 Views
Arcadium Lithium (ALTM US/LTM AU): Scheme Vote on 23 December as Risks Mount
A tempting wide gross spread comes with a health warning due to a long-dated offer with potential regulatory and shareholder approvals risks.
1.2k Views