MM is long the DBA ETF in our Global Macro Portfolio, an ETF which tracks 11 of the most prominent agricultural commodities which by definition has strong correlation to underlying food prices. Hence the macro backdrop towards food stuffs and by definition inflation is bullish into 2022, this dovetails nicely with our core reflation view moving into 2022 and beyond.
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 5th August – Dow up +585 pts, SPI up +86pts
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Monday 4th August – ASX -15pts, BPT, EDV, DHG
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MM remains bullish and long the DBA ETF
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