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MM likes BLD ~$3.30.

by james Carter

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MM likes BIN ~5% lower.

by james Carter

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MM is neutral the German DAX at current levels

by james Carter

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MM remains bullish global stocks medium-term

by james Carter

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Note Australian bond yields are now over 20% above their US peers

by james Carter

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MM remains bullish bond yields

by james Carter

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MM is bullish TCL

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MM remains bullish equities medium-term

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