Bond yields have started rallying with some momentum over the last few weeks, MM believes the pullback of the last 5-months is complete and eventually we will see fresh multi-year highs which should fuel ongoing outperformance by the banks and financials.
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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 bond yields into 2022
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