Summary: Lucid, Tesla, Hermes, LVMH, Pilbara Minerals and Sayona Mining shares were the best performers in the US, Europe and Australia in January, but their stocks could quickly change course depending on the Fed and ECB outcomes this week. Australian Mining companies could report triple digit earnings growth, with gold and lithium companies in the spotlight. Tesla has changed the EV landscape in Australia, offering its supercharging stations to all EVs, supporting the notion EV demand could rise down under, especially if the RBA cuts rates this year. We cover the stocks to watch.
The next three days could set the tone of markets for months, with the Fed Meeting starting Wednesday in the US, earnings from Meta on Thursday, followed by Apple, and Amazon and Google on Friday as well as US job report.
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