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Stocks in the news on Monday, November 27, 2023 CanadianEquities USEquities MarketMovers CanaccordGenuity #CanaccordGenuity #CanadianEquities #MarketMovers #USEquities #FemaleFinancialPlanner #FemaleWealthAdvisor #Investments #StockMarket #YYC

MetalMiner: Aluminum MMI: Aluminum Prices Retreat after Failing to Break 2023 High Overall, the #Aluminum Monthly #Metals Index (MMI) rose 7.06% from April to May. The aluminum price remained bullish throughout April, rising 11.47% month over month. However, prices found a peak on April 22 when they failed to break above their 2023 high. They then retraced to the downside during the remainder of the month and into early May.  LME Aluminum Inventories Skyrocket After #Trafigura Delivery Amid the #aluminumprice retreat, Trafigura dumped over 400,000 metric tons of aluminum into LME warehouses. Most of the volumes reportedly originated from India, although the dump potentially contained some Russian material. While others informed Reuters that an additional 400,000 tons potentially await delivery, the first delivery saw LME stocks jump 88% to their highest level since January 2022.  Continue reading: https://lnkd.in/gyAhnXfE

This is why my headlines are the best available. It's unfortunate you only get them early along with the full articles and my views by becoming a member of my website Members-Only section. Stocks fall and bond yields rise along with crude oil. Nvidia surges as the AI frenzy goes on..  A Catalyst quant fund is betting that rates will stay on hold. UK’s Labour isn’t looking at a new tax raid on banks. Japan had big plans for nuclear power before the 2011 tsunami.  Now a debate over restarting the world’s largest nuclear plant will test if it can turn away from costly imported fuels.  Israeli tanks reached the center of Rafah, as AFP reported clashes between Israeli and Hamas forces. The White House said the strike on an encampment that left dozens dead wouldn’t cause Joe Biden to freeze additional arms shipments. With just hours left on the clock, advisers for BHP and Anglo American were still struggling to find a breakthrough to salvage BHP’s ambitious $49 billion takeover plan.  China’s silver imports may surge in coming weeks as traders take advantage of a jump in demand and widening spread between Chinese and world prices. ConocoPhillips is in advanced talks to acquire smaller rival Marathon Oil Corp. which would extend the oil industry’s spree of major deals, the Financial Times reported. For clues on the US rate path, follow the Fed’s Williams and its Beige Book later today. OPEC+ has tied itself in knots in trying to keep oil prices near $100 a barrel. Europe CEOs see China ties worsening despite economic optimism Jefferies demands Weiss claw back $30 million in bonus payouts Elliott bets $2.5 billion on shaking up Texas Instruments The yen continues to slump India temperature surpasses 50C (122F), a first this summer Minneapolis Fed President Neel Kashkari moved markets on Tuesday with hawkish remarks that further rate hikes aren’t ruled out and the Fed can stay on hold for an “indefinite” period. Hess shareholders approved Chevron’s $53 billion takeover of the company despite reservations among several prominent investors.  American Airlines cut its profit guidance for this quarter as the carrier continues to grapple with high costs heading into the summer travel season.  BYD unveiled a hybrid powertrain able to go more than 2,000 kilometers without recharging or refueling IPhone shipments in China surged 52% in May amid retail discounting. I am offering a free trial of my daily newsletter for anyone interested and a 10% discount on all subscriptions (and courses) until the end of June. chris@trading4tomorrow.com At 5 pm today BST I am holding a Trading Surgery where I will address your questions on trading and demonstrate some of my techniques and the charts I use and why. Plus fatal mistakes traders make. Email me for the link! #trading #filteredglobalnews #courses #careerdevelopment

Gold prices have surged to record highs as expectations grow that the US Federal Reserve will cut interest rates soon. ◾ Bullion climbs: Up 0.9% to $2,482.29/oz, rising 1.9% on Tuesday. ◾ Market sentiment: 95% chance of rate cut at September meeting. Bas Kooijman MSTA, Chief Executive of DHF Capital, states: "The increasing expectations for a faster and earlier monetary policy easing could continue to support gold toward new highs." With rates expected to decline well into next year, the market could see continued support. Is gold the right move for you? Do your research, but one thing's for sure - this golden age is gleaming bright! Read the full article on The Telegraph: https://lnkd.in/dA8XiruY #interestrates #federalreserve #gold #dhfcapital

How Geopolitical Tensions Impact Steel Stocks: Key Factors and Market Reactions https://lnkd.in/dgG8pgJz Geopolitical tensions often create ripples across global markets, and the steel industry is no exception. As a critical sector for infrastructure and manufacturing, steel stocks are sensitive to political events, trade policies, and international conflicts. Understanding how these geopolitical tensions influence steel stocks can help investors navigate the complexities of the market and make informed decisions. This article explores the key factors driving the impact of geopolitical tensions on steel stocks and provides insights into market reactions. Key Factors Affecting Steel Stocks During Geopolitical Tensions 1. Trade Policies and Tariffs Impact: Geopolitical tensions often lead to changes in trade policies... #steelprice #steel #iron #steelnews #news #steelmarket #market #industrialnews #LME #HKEX #Londonmetalexchange #metal #metalexchange #investment #investing #stock #stocks

The problem with financial investors is they only look at historical numbers. In this case, he did not understand the shipping industry and cycles. Certainly Zim's fortune now looks better since the Houthis began attacking vessels but this is not about the Houthis. As long as the carriers have vessels strung out with delays, they will be able to justify a higher premium. The same thing happened during COVID. COVID became the catalyst but the real reason prices went up was due to a major asset imbalance of containers and vessels.The same logic can be applied here. Even if the Houthi situation is resolved, there will not be an immediate drop in rates until vessels are back in their proper rotation and containers are available. In any case about the time this analyst was writing this I was loading up on Zim stock. It is now North of $14 per share. I expect it to hit $20. One needs to know the industry before they can accurately project the stock price in an industry as volatile as container shipping. ZIM: Fade The Houthi Induced Rally (Rating Downgrade) https://lnkd.in/g5Ztxh4B

Last week, copper hit a new high, and rates rose as the Federal Reserve delayed cuts further. Read our full Market Update by clicking on the linked image below. #Commodities #Derivatives #InterestRates #FOMC #FederalReserve #MonetaryPolicy

What are the implications of changes in metal production costs? https://lnkd.in/dYsvMb6C In the dynamic world of metal markets, changes in production costs send reverberations throughout industries and economies worldwide. Understanding the implications of these fluctuations is essential for investors, businesses, and policymakers alike. Join us on an enlightening journey as we delve into the multifaceted implications of changes in metal production costs, unraveling the complexities and uncovering key insights for navigating the ever-evolving metal landscape. Price Dynamics and Profit Margins: Fluctuations in metal production costs have a direct impact on market prices and profit margins for producers. When production costs rise, producers may pass on the increased expenses to consumers through... #steelprice #steel #iron #steelnews #news #steelmarket #market #industrialnews #LME #HKEX #Londonmetalexchange #metal #metalexchange #investment #investing #stock #stocks

What are the implications of changes in metal production capacity? https://lnkd.in/d_mJuJ_4 In the ever-evolving landscape of metal production, shifts in capacity have far-reaching implications that reverberate across industries and economies worldwide. From influencing supply-demand dynamics to shaping market prices and trade flows, changes in production capacity wield significant influence over the global metal market landscape. In this article, we unravel the multifaceted implications of changes in metal production capacity, shedding light on the complexities and challenges that stakeholders face in navigating this dynamic environment. Supply-Demand Dynamics: Changes in metal production capacity have a profound impact on supply-demand dynamics, reshaping the balance between supply and demand in the marketplace. Increases in production... #steelprice #steel #iron #steelnews #news #steelmarket #market #industrialnews #LME #HKEX #Londonmetalexchange #metal #metalexchange #investment #investing #stock #stocks

How Exchange Rates Impact Steel Stocks: A Comprehensive Guide for Investors https://lnkd.in/e6kmH8G2 Exchange rates play a crucial role in the global economy, influencing trade, investment, and market performance across various sectors. For investors in steel stocks, understanding how currency fluctuations impact the steel industry is essential for making informed investment decisions. This guide delves into the relationship between exchange rates and steel stocks, exploring key factors, effects, and strategies to navigate currency volatility. 1. The Steel Industry’s Global Nature Impact of Global Operations: International Trade: Steel is a globally traded commodity, with major producers and consumers spread across different countries. Fluctuations in exchange rates can affect the competitiveness of steel exports and... #steelprice #steel #iron #steelnews #news #steelmarket #market #industrialnews #LME #HKEX #Londonmetalexchange #metal #metalexchange #investment #investing #stock #stocks