The $US is slowly grinding towards our targeted 93-94 area implying the last few months outperformance by the tech sector, especially in the US, has a little further to unfold although bond yields appear to have again taken over as the main driver of equities – their rightful position!
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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’s upside target for the $US is in the 94 area
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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