We survive the US CPI number and if anything it's provided a few reasons not to worry about interest rates - despite a record number. We are adding to BHP holdings today and discuss the imminent increase in the BHP index weightings in Australia. We talk about why you should ignore sell recommendations in FMG,   look at the Us results season that's about to start, sell DMP in the IDEAS section and herald a new IDEAS WATCHLIST focus moving forward.

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