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  • Comments Off on MM is bearish toward Japanese JGBs (yields higher)

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  • Comments Off on MM is cautiously bullish about Australian bonds, i.e. yields lower

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  • Comments Off on MM is looking for one RBA rate cut this financial year

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  • Comments Off on MM is cautiously bullish towards Chinese equities

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  • Comments Off on MM is cautiously bullish towards US stocks

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  • Comments Off on MM is cautiously bullish toward the ASX200

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  • Comments Off on MM believes the tech sector will underperform in 2025

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  • Comments Off on MM is cautiously bullish towards the ASX200

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  • Comments Off on MM are selling WFC US in the International Equities Portfolio, taking a profit around $US73

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  • Comments Off on MM needs more time to assess today’s update, making us neutral for now.
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