Building products business CSR has been struggling over the last month but it really enjoyed a bid-tone yesterday rallying over 3%, testing its 3-week high in the process. We still like the sector which is holding up well under the weight of the China Evergrande collapse and spiraling bond yields.
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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 bullish & long CSR targeting $6.50-7
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