The $US edged higher overnight but the move was largely ignored elsewhere, we anticipate further upside from the greenback which has led to MM holding back from increasing our exposure to the resources but the stimulatory move by the PBOC has thrown a spanner into the mix with regards to this call.
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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 is looking for more upside from the $US
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