However the $US is offering a slightly contradictory picture, we believe the greenback has enjoyed only around half of its likely recovery after falling ~14% from its COVID panic high. Assuming we are correct here the implication is tech should outperform a bit further into the new Financial Year although the “easy money” is already behind us.
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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 the $US for the coming weeks / months
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