Reports Section

Strategy Take

Looking more and more like a bull market.
US CPI didn’t disturb.
Glass half full going into FOMC tonight.
EU and US markets on 52-week highs. Meanwhile in Aus..
Thought of rebuying LNAS in the I

Strategy Take

US market behaves again ahead of CPI tonight.
Michele Bullock gives a speech in Sydney this morning.
Aussie dollar rally has stalled. FMG, RIO hit 52-week highs.
Lithium down in the US. Selling PLS from the Ideas Portfolio on the open.
No changes to Strategy, Growth or Income Portfolios.

Strategy Take

Our market is up this morning (hanging in there) as strong US jobs numbers over the weekend gives the ASX a boost. US yields rose after a gain of 199k nonfarm payrolls, exceeding forecasts of 185

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