Danielle Ecuyer
@au_shareplicity
Senior writer FNArena, Author & Creator of Shareplicity Books, former presenter at Ausbiz tv & institutional broker. Investor Tweets are my views (only)
Big week coming up with June Qtr CPI print @FNArena Next Week At A Glance - 28 July-1 Aug 2025 fnarena.com/index.php/2025…
Drumroll folks.......🥁🥁 Stock snacks for the week at @FNArena for Inbrief $S32 $TLX & $GDG In Brief: South32, Telix & Generation Development fnarena.com/index.php/2025…
Trump is going to the Federal Reserve tomorrow, according to his schedule. Only three presidents have visited the Fed. FDR when its HQ building opened in 1938, Ford when a buddy of his became a governor, and George W. Bush for the swearing in of Ben Bernanke.
RBA Governor, Bullock is quite the hawk...time will tell whether the stance is justified....one thing is for sure, small businesses won't be thanking the board. Let's see how earnings season goes also $XJO
Great update on $GOOGL & #AI trend
Google $GOOGL now sees 2025 capex ~$85B, up from ~$75B the prior quarter. We continue to see bullish datapoints around AI capex as companies invest for the future. Nvidia's $NVDA >$4T market cap is certainly reflective of this momentum... Google's major business units beat but…
It's #U308 time of the week folks. Some interesting positioning from utilities and stock updates for $PDN $BOE $BMN @FNArena Uranium Week: Utilities Swing Into Gear fnarena.com/index.php/2025…
"... food price rises threaten efforts to control headline inflation, particularly in emerging economies where food accounts for a larger share of consumer prices." Extreme weather drives food price surges across the globe on.ft.com/3TSmxjL via @financialtimes
Can't help myself 😂🤣
Wow I can’t believe Epstein killed himself before realizing it was all a hoax
Stock snacks for the week included $SKS a data centre beneficiary; who has been buying $CBA & $QPM getting gas fired up @FNArena In Brief: SKS Technologies, Banks & QPM Energy fnarena.com/index.php/2025…
As Kinatico $KYP transitions to a new compliance SaaS solution, the legacy business provides funding for the new service development and a pool of potential customers fnarena.com/index.php/2025… #stockinfocus #XJO #equities #investing
And for a different take on today’s employment data
Russel Chesler, Head of Investments & Capital Markets Van Eck: "The RBA’s shock move earlier this month to hold the cash rate makes today’s labour force data even more critical. "The announcement of the 4.3% unemployment rate for June was higher than the market’s expectation of…
RBA governor going to snack on some humble pie 🥧?😉
This time next week, the RBA Governor will be giving a speech. I trust she'll cover the issue of full employment & her comments: "labour market conditions remain tight" "labour market outcomes may prove stronger than expected, given the signal from a range of leading indicators"
Researching growth in #datacentres Mind boggling growth & challenges DC's already consumer c25% of the Irish grid!
To date, I've generally agreed with the administration's policies. But this is a huge miss in my view. It has disaster written all over it. Look no farther than the frantic efforts PE firms are making to give retail investors the 'opportunity' of access. Code for: we've run…
Just in case anyone missed the $CSL update yesterday @FNArena, here it is 👇👇 Treasure Chest: CSL Not A One-Trick Pony fnarena.com/index.php/2025…
Australian consumer sentiment +0.6% in July but confidence of respondents surveyed after RBA decision dropped -3.8% @WestpacMacro westpaciq.com.au/economics/2025…
I'll be on @ausbiztv's The Call today, with Philip Pepe, discussing 10+1 #stocks in one hour, noon-1pm. Will be discussed are the likes of $HUB, $AMP, $JIN, $TAH, $FCL, $AD8 and more. Be there or be square! #equities #investing #XJO #allweatherman
And so goes the #Sprott bump for spot #U308 with some interesting stock updates $PDN $BOE & $DYL @FNArena Uranium Week: Sprott Bump No More fnarena.com/index.php/2025…
Goldman Sachs sees hyperscaler capex increasing sharply through 2027 – capex is projected to be $1.15T from 2025 through 2027, more than double the $477B spent from 2022 through 2024. $GOOG $MSFT $AMZN $META $NVDA