Trade Alert – International Equities Portfolio
We are making changes to the International Equities Portfolio overnight.
Usual Market Matters reports will recommence on Monday the 20th January, however, a big move on Friday night in the U.S and a SPI Futures pricing a decline of 71 points / 0.86% this morning suggest an update is warranted. Markets begin 2025 with great expectations as anticipation of US tax cuts and pro-business deregulation, a continued economic soft landing, ongoing rate cuts in the US and the start of a cutting cycle in Australia.
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