Podcast Archive

Marcus Strategy August 4th 2021 - The RBA don't delay. Iron ore pivots. Banks topping. APT after the bid.


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A boring day, which is good, it means nothing is going wrong.  The RBA didn't delay their tapering, they expect a quick post-lockdown rebound. China cracks down on online games which have 'eradicated an entire generation' with their spiritual opium. We wonder if that was the top for iron ore. We look at the broker opinions of APT post-merger proposal and we see what the brokers have to say on the banks ahead of results from CBA next week, and on the energy sector post the OSH/STO merger. 

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