Podcast Archive

Marcus Strategy Tuesday 4th May 2020


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The bull market quietly continues. RBA Meeting today. We look at the Westpac results yesterday - a good start to the banks results season - ANZ tomorrow and NAB on Thursday. We also look at the Macquarie results on Friday. US jobs numbers the main release this week (Friday). A Macquarie conference sees something like 100 Australian companies presenting this week - many of which will release any information as an announcement - unlikely to be negative. Some positive company updates today from SUL and SEK. Not so good from FLT, NCK and DHG. 

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