Podcast Archive

Marcus Strategy Monday March 1st 2021


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A much quieter week ahead, with results season now done and dusted. The focus this week will likely remain on the fear of inflation and interest rate rises after dominating the market action last week. The big question we are discussing on the desk is whether this is a tradeable pullback or the start of something bigger. At the moment it seems like it will likely be the former. Meanwhile, there are plenty of big names "going ex" this week, making it a busy time for the income investor. Plus, the housing market is running hot again, with property values rising at their fastest pace in almost 17 years through February.

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