Last night saw the $US pop +0.6% leading to a sharp sell-off in some commodities. We remain committed to our view that the greenback will test 95 this year with a push down towards 88 more 50-50 hence we are no hurry yet to move back to a heavily overweight resources stance.
scroll
Question asked
Question asked
Question asked
Question asked
Question asked
Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Close
Thursday 11th September – Dow off -220pts, SPI off -20pts
Close
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Close
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Close
MM believes the next 5% for the $US is up
Add To Hit List
Related Q&A
What is MM’s current outlook on the AUD v USD?
The $US & bond yields
The impact of the $US on resource prices
Various Gold stocks
Clarifying our Macro thoughts
Relevant suggested news and content from the site
Video
WATCH
Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
Recorded Friday 20th February 2026
Podcast
LISTEN
Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk
Video
WATCH
Market Matters Monthly Video Update: Portfolio Performance for November 2025
Recorded Wednesday 10th December
Podcast
LISTEN
Wednesday 10th September – Dow up +196pts, SPI down -4pts
Daily Podcast Direct from the Desk
Members only
UNLOCK MARKET MATTERS NOW
Take a free trial.
No payment details required.