About this episode
- Big Tech and US Investment banks are leading markets as they rally into results. Good for us. Should have held onto BNKS.
- Record high for Nvidia – Heading towards $4 trillion market cap – AI sentiment alive and well.
- US jobs numbers stronger than expected.
- Chances of July US rate cut drop from 23% to 5%, but markets rally on economic optimism.
- Resources fail to follow through. BHP down 0.4%. RIO down 1.9%. Oil down. Metals down. Iron ore up 1%.
- Banks v Resources – Resources up 2.82% yesterday – Banks down 1.3%.
- X-Factors – See Jemima’s Video below.
- It looks like Trump’s bill will be passed before his deadline.
- RBA expected to cut rates on Tuesday.
- US closed tonight (we’ll still do our weekly recap tomorrow).
- No change to the Strategy Portfolio.
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