Bond yields are rising and the markets with them in a new “No landing no inflation” assumption. The inflation numbers this week will soon sort that out.

Bond yields are rising and the markets with them in a new “No landing no inflation” assumption. The inflation numbers this week will soon sort that out.
SUMMARY Gold takes a breather, watching for the top in NST and BGL. No sign…
ASX 200 kicks another 35 points to 7824 as buyers continue in resource stocks. BHP finding friends…
Added two holdings under takeovers.
Macro factors at work in the US. CPI and PPI.
US yields hit 2024 high.
Zinc stocks. One to watch.
US equities kicked off the week essentially unchanged following a choppy day of trade, with…
US markets bounced from Thursday losses after economic enthusiasm eclipsed concerns of the number of…
US Big Picture. Where to for ASX 200?
Gold! Gold! Gold!
APM Bid at 140c subject to conditions.
US Check-Ins.
Uranium back. New podcast may help.
Ask the Analyst podcast available.
SUMMARY Buy the dip prevails again. US markets bounce, SNAS to suffer. Stop loss set at 3…
The ASX 200 rises 16 points to 7789 (0.2%) in quiet range bound trade. Solid across…
I (almost) never want to wake up to a market that's dropped but it would…