SUMMARY
Alert but not yet alarmed.
Powell turns hawkish.
Bonds fall as US Auction disappoints.
No need to change strategy just yet. A pause to reflect or a peak?
SMALL CAP PORTFOLIO 2.50pm Update NEU continuing to fire. May have missed it slightly in…
ASX 200 finishes the week down 38 points to 6977 (-0.6%). Quiet trade ahead of…
US equities were little changed overnight as markets weighed the latest corporate results and digested…
SUMMARY No change in portfolios. A catch up with some stocks. QAN and 'The Man…
SMALL CAP PORTFOLIO 2.45pm Updates XRO – Just watched the CEO on CNBC being interviewed.…
ASX 200 up another 20 points to 7015 (+0.3%), off highs but holding up. Banks…