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Members Podcast Monday

Good start with the ASX 200 up 60 points – better than the Futures, which were up 31 on the back of the OK Jobs Numbers in the US on Friday. FMG and BEN ex-dividend. Solid progress in the resources sector today – iron ore is up, BHP and RIO up in the US on Friday.

Marcus Monday

Quiet week – US closed tonight. Results season is over. Second-grade economic releases. Lots of ex-dividends. All eyes on the RBA – but there’s nothing to see. Phil Lowe’s last.

Pre-market Podcast

AFR – ASX to drop, Wall Street mixed as US jobs data awaited. US yields dip after inflation, jobless data; market awaits payrolls.
Fed’s Bostic says U.S. interest rates are high enough. Core PCE price index rose 0.2% v +0.2% last month; up 4.2% v 4.1% YonY. Dollar rises.
July US consumer spending (two thirds of GDP) accelerates 0.8% in July. Most in six months.
Reduced risk of recession but spending unsustainable.

Members Podcast Friday

Bit of a pause today. BHP down a touch in the US and the recent rally. One strategist noting that the Chineses market has stopped responding to bad news – flogged to death already. Even the $7bn loss in six months from property stock Country Garden didn’t upset it.

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