US 2-Year Bond Yield

16/11/2026

Latest Reports

Morning report 16/11/2026

Macro Monday: Three Big Tech chapters in one week, but wait, there’s more!

Firstly, we’ll run a webinar this Wednesday covering our recent portfolio changes and views for the run into Christmas – details will go out today – sorry for the late notice, but we came blame Microsoft!

Weekend report 14/11/2026

Weekend Q&A: NVIDIA brings spice to otherwise firm week

The ASX 200 ground out another +0.7% gain last week, but it was a very choppy affair day to day, with stock and sector rotation still prevalent. It doesn’t feel like it, with heavyweights CBA (11%) and BHP (14%) both trading well off their highs, but the index is still only 2.3% below its all-time high. It was also encouraging for the bulls, like MM, that both our own and US indices were able to shrug off the problems at NVIDIA and increasing inflation worries in the US, with a rate hike now appearing a near certainty in December.