US stocks struggled overnight as rising bond yields weighed on the broad market, our preferred scenario remains we see the S&P500 dip towards 4100 before recovering strongly i.e. so far so good.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM remains mildly bullish US equities over the coming month (s)
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