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MM is neutral SGR around $3.80.

by James Gerrish

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MM is looking for another move to fresh highs by the $A.

by James Gerrish

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MM believes the underperformance by tech is likely to end shortly – at least short-term.

by James Gerrish

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Our “best guess” is US 10-year bonds are set to consolidate between 1.4 and 1.9% this quarter – see the illustration below.

by James Gerrish

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MM can see US tech outperforming in the coming weeks / months.

by James Gerrish

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On balance we still remain bullish US stocks medium-term.

by James Gerrish

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MM still believes the next 10% swing for equities will be on the downside.

by James Gerrish

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MM is neutral GSX.

by James Gerrish

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MM is interested in TWE.

by Harry Watt

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MM is bullish REA.

by Harry Watt

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