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Marcus Strategy Wednesday – Nailing it

CPI Number lights the blue touch paper. Can this rally turn into a trend? No chance of another rate rise according to the bond market. US 2Y Bond yields now down 43bp from the top. US dollar collapses as A$ jumps. Interest rate sensitive sectors have their best day in a year. Financials, Tech, Resources and Lithium all come alive.

CBA Results – All Is Well

CBA released its Q1 trading update yesterday bringing the bank results season to a close. The market reacted well despite a slight fall in net interest margin. Business banking growth was the most impre

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