US stocks rallied aggressively overnight with all 11 sectors closing positive while the Financials & IT Sectors were best on ground, we remain bullish short-term looking for another assault on the 4000 level, now only 2-3% away. The stars aligned overnight to produce the markets best day since last June with bond yields taking a rest, positive news on the vaccine front plus aggressive new fiscal stimulus appearing poised to boost the economic recovery.
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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 bullish US stocks for now
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