US stocks chopped around overnight as they weighed up the ongoing implications of the Ukraine invasion with domestic inflation concerns following oils surge well above $US100/barrel. Economically the US saw business activity soften due to ongoing supply chain disruptions while jobless claims retreated as COVID restrictions ease i.e. a mixed bag which was reflected in the uncertain moves by equities.
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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Monthly Update: Portfolio performance and positioning during October
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MM remains mildly bullish US equities over the coming month (s)
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