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Key Points:
- Heightened volatility in commodities, with marked declines in gold and uranium stocks
- Exit from gold positions including Newmont ($NEM) due to risk-reward concern
- Bullish medium-term outlook for coal, with exposure to Peabody Energy ($BTU), New Hope (ASX:NHC), and Whitehaven Coal (ASX:WHC)
- Endeavour Group (ASX:EDV) faces profit headwinds, but turnaround possible with cost cuts and new management
- Private credit sector remains under scrutiny after global fund redemption issues
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James on Ausbiz this morning talking markets
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James on Ausbiz this morning talking markets
