Podcast Archive

Marcus Strategy July 28th 2021 - China sell-off. Vaccine economics. Buying Base Metals. The safest stocks in the ASX 200.


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A dull day ahead of the CPI number at 11.30am and the FOMC tonight. China is selling off on State intervention in the private sector.  Shane Oliver's vaccine numbers - quite optimistic - the economy rebounds quickly from lockdowns and we should be 80% fully vaccinated by Mid-March suggesting we can live with the virus with no need for more lockdowns. Research from Macquarie on Base Metals - every stock has an OUTPERFORM recommendation.  We identify the safest stocks in the ASX 200 as well as the most risky. Interesting lists. 

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