Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James, Thanks for your ongoing efforts. Very valuable...With your call for "higher (levels) come the start of 2023, is that from current (8/9/22) levels or new all time highs? What prompts either view? Belief that higher rates are already priced in? That supply lead cost inflation will subside?. Are there sector preferences for a rally? Cheers Tony
Hi Tony,
Thanks for the thumbs up much appreciated.
Our call is very much from this weeks 6750-6800 area and definitely not to fresh all-time highs in the foreseeable future – unfortunately! The view is based around the markets overweight cash positioning, higher rates already being priced into current stock prices and the expectation of a traditional Christmas rally. At this stage our preference is towards the hardest hit growth / tech stocks.
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