the daily moo

<p>Essential sharemarket insight delivered every morning by the market strategists of share-trading platform moomoo Australia and New Zealand. We cover the latest news, explore trends, and cover three investments in our daily watchlist.</p>

Expect bruising markets for the next few months

Sharemarkets slumped overnight in a session of intense volatility. The Hong Kong market fell 13% led down by EV makers BYD, Xiaomi and Geely, while Alibaba dropped 18%. The US is threatening China with an additional 50% tariff unless it rescinds its retaliatory tariffs. All while the US continues to negotiate with other countries, a process that could take until June. The ASX is up more than 1% today  Securities mentioned Nvidia, Tesla, Tencent, Alibaba, Xiaomi, Meituan, Apple

04-08
08:37

Investors' tariff fears are erasing April's gains

US market slid on Monday with the Nasdaq-100 down 2.5%. This indicates investors are turning from the US market, despite companies reporting better-than-expected earnings results. One asset they're turning to is gold, with the price reaching a new high of US$3442. Locally, the ASX 200 slipped nearly 1% after open. Investors should watch for greater volatility in Tesla, which will report tonight. Securities mentioned include Macquarie Group, Newmont Corp, Tesla, VanEck Gold Miners Equity ETF

04-22
09:35

Opportunity for investor action in moment of calm

US markets were largely flat overnight in a calm session of trading. But don't be fooled, this could be the eye of the storm, as the US and China are in a stand off as their trade war continues. Gold remains at a high, so investors continue to seek safe assets. Today we're likely to see a similar calm trading day, maybe edging up or down. China's GDP data out today will be a focus for investors.

04-16
03:09

Investors buying for the long term may be rewarded

US stocks lifted again overnight and are now up 14% from April 7 lows of only a week ago. Aussie stocks are similarly up and we should expect a slight lift again in the ASX today. With the US central bank labelling inflation from tariffs as 'transitory' there's expectancy for 1% in rate cuts this year. And the VIX shows investor fear has declined significantly. All that means we may see an upswing. Those carefully choosing stocks could be buying at market low, setting themselves up for the long term. Stocks mentioned include ARB Corp and Microsoft.

04-15
07:42

Gold likely to be far higher in six months

US shares rallied last week, with indications that could continue this week. Major US banks, including BlackRock, released better-than-expected results Friday, with more reporting this week. Continuing strong earnings would be a big boost for the sharemarket but tariff policy changes look set to increase investor uncertainty. Gold remains the stand out asset for performance, and that's very likely to continue. Securities mentioned BlackRock SPDR S&P Bank ETF VanEck Gold Miners ETF Apple Wells Fargo JP Morgan Morgan Stanley Goldman Sachs Bank of America Netflix Nvidia VanEck Semiconductor ETF

04-14
06:01

Selloff resumes as investors lose faith in the US

US markets huge selloff overnight, with the S&P 500 falling 3.5%, and all sectors under pressure. Big tech stocks and the auto sector underwent deep decline. Oil, US bonds and the US dollar also declined. The selloff carried over to Australian stocks today, falling more than 2% at open. Gold remained a 'safe haven' climbing above US$3200 .

04-11
08:45

Biggest gains since 2008, with tariffs on pause

The US suspended most of its higher tariffs for 90 days, reassuring investors who saw US stocks make their biggest one-day gains in more than 15 years, lead by Nvidia, Tesla and Apple. But commodity stocks are under pressure with China announcing 84% tariffs on US imports, and the US setting 125% tariffs on China imports.  Stocks mentioned include Nvidia, Tesla, Apple and Ansell.

04-10
06:40

Three counters to tariff panic as markets tank

Trillions of dollars has been slashed off markets, investor fear is at its highest in months and more pain is on the way as nation's prepare tariffs in retaliation to the US. We have three considerations for investors in this hostile terrain. Securities mentioned include SPDR Gold ETF and iShares 20+ Year Treasury Bond.

04-04
06:11

Stocks 'fall like a knife' following US tariff news

Sweeping US tariffs across the globe have pushed the US market down more than 3% after hours. Big tech stocks are plummeting, with Apple falling 7%, Amazon more than 6%. Australian beef exporters Elders, Australian Agricultural may suffer from US beef tariffs, with shares dropping at open. @JessicaDAmir says to expect widespread 'carnage' from higher US tariffs, especially the extra 34% on China announced today. Stocks mentioned: Nvidia, Apple, Australian Agricultural Co, Elders

04-03
07:41

Tesla leads rise as market braces for bad news

US stocks are up overnight, following the climb in the ASX yesterday, as the April rally continues. Focus is on the US with tariff announcements expected from the White House tonight, to take effect tomorrow. With US earnings reporting from first quarter 2025 about to begin, we may get a taste of the real impact of some of those tariffs. Locally, we may expect stocks to rise, but uranium miners are dipping, with Labor firming as the election favourite. Stocks mentioned include Paladin Energy and Tesla.

04-01
09:22

We could see a short-term rally in April

US stocks moved higher overnight with the S&P 500 up 0.55%, in what could be a more positive month ahead. But signs indicate the US and Australian economies are stagflationary, so focus on resilient asset such as gold and quality stocks in this environment. Securities mentioned: VanEck Gold Miners ETF, Global X Defence Tech ETF, iShares China Large-Cap ETF  

04-01
10:52

Investors' three key areas for rewards in 2025

With the Nasdaq has fallen almost 5% since last Tuesday, as investors move out of high risk and technology stocks, there three areas shaping up as priorities for investors in 2025: gold, high-dividend stocks and international markets. Securities mentioned: Perseus Mining, iShares Core High Dividend ETF

03-30
06:51

Three signs that indicate stocks may have hit bottom

There's a few simple indications that identify a market or stock has potentially reached its bottom in value, and may be about to recover. 1. Prices stop falling, which triggers buying which pushes prices back up (tell this by looking at 'moving average convergence divergence') 2. Investors lose their fear, which is when markets move to higher levels (tell this by looking at the VIX index) 3. Risky stocks start to rise (despite bad news). Read the full article on moomoo

03-29
10:25

GM, Ford lead fall as tariff fears erode confidence

US stocks dipped overnight, led by GM falling 7%, with 25% car tariffs to hit next week. Investors are focused on April 2 for that announcements and further tariffs, markets are in a malaise until then. Investors are now seeking 'safety assets', with silver, gold, copper all rising to highs. Uranium stocks will be in focus as the Australian election campaign is now underway. Securities mentioned: General Motors, Ford Motor, Toyota Motor, Ferrari, Tesla, BYD, Global X Metals Securities Australia, Global X Copper Miners ETF AUD

03-28
09:10

Investors brace for the worst as April 2 looms

Stocks fell overnight with further US tariff talk unsettling investors. As the market awaits the April 2 deadline for reciprocal tariffs and 25% car tariffs, there's uncertain plans for copper and computer chip tariffs. The Nasdaq Composite fell 2% with big tech stocks again leading the fall. Two sectors outperforming this year are gold miners, up 33%, and European defence stocks, up 42%. Securities mentioned: BetaShares NASDAQ 100 ETF, VanEck Gold Miners ETF, Select STOXX Europe Aerospace & Defense ETF, Nvidia, Tesla

03-26
08:28

Not if, but when, the ASX returns to its all-time high

With the US market rebound continuing, expect the ASX to follow today. The local market is up 2.5% from 2025 low, while the Nasdaq-100 is up 5.4%. Australian uranium and gold stocks are making big gains, while tech stocks Palantir, Applovin, Crowdstrike, Tesla are rocketing up in the US. Focus remains on April 2, when steep new US tariffs could be implemented. Securities mentioned: Palantir, Boss Energy, Block, Bega Cheese, Strategy, Applovin, Tesla, Deep Yellow, Origin Energy, CSL, Cochlear

03-25
07:24

Rally to continue as many think the market hit its low

US stocks rallied overnight, with the Nasdaq-100 up 2.2%. Tesla led the market, jumping 12%, lifting the 'magnificent seven' stocks higher. Locally, we expect a boost for the ASX today. We could see this rally extend over the next week. But there's two events to be cautious about, the US tariff imposition deadline on April 2, and tonight's Australian budget where economic growth could be downgraded. Securities mentioned: Tesla, Nvidia, Gold Road Resources, Gold Fields, Roundhill Magnificent Seven ETF

03-24
08:02

Tariff fears fade as record inflow sees stocks rally

US stocks broadly rallied at the end of last week, in which US$43.4 billion was spent buying global equities – the most so far this year. With investors' renewed confidence, the gold price dipped. And even Tesla jumped 15% from its low, but still remains outpaced by BYD's gains in 2025. Expect Australian stocks to be under pressure today. Securities mentioned: Tesla, Ulta Beauty, Airbnb, Meta Platforms, Netflix, Warner Bros Discovery, Norweigan Cruise, SPDR Gold ETF, BYD Company

03-23
07:15

Copper, gold, silver are all on the rise in 2025

US stocks dipped overnight amid enduring tariff fears and a likely volatile day tomorrow (with US$4.5 trillion of options expiring). So safer assets are stronger with gold and copper hitting new highs. Locally expect gains in precious metals, gold, copper, aluminium and silver stocks on the ASX. Stocks to watch include copper giants Freeport-McMoRan and Sandfire, while Berkshire Hathaway is at an all-time high with record cash reserves (more than US$300 billion). Securities mentioned: Berkshire Hathaway, GraniteShares Gold Trust, Freeport-McMoRan, Sandfire Resources

03-20
06:57

Could the worst of the downturn be behind us?

US stocks bounced back overnight, with the Nasdaq 100 rising 1.3% and most stocks in the S&P 500 increasing, led by Boeing up 7%. The boost was partly due to investor happiness over the US central bank signalling two more rate cuts this year. Views seem to be firming that the worst of the downturn is behind us, but we're awaiting key US data on housing, manufacturing and services, to see if that can continue to boost stocks. Stocks mentioned: CrowdStrike, Boeing, Super Micro Computer, Royal Caribbean, Caesars Entertainment, Nvidia, Tesla

03-19
06:43

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