Dear %%first_name%%,
The stock market has fallen around 6.8% since the August 1 high ahead of the US central bank meeting next week. And yields in bond markets have started to rise. In today’s note, Charlie Aitken says the bubble in long-term government bonds is the biggest he has seen. Will it burst?
Also in the Switzer Super Report, Tony Featherstone looks at the options for cashing in on a stronger US dollar and weaker Australian dollar. And in Professional’s Pick, Julian Beaumont explains what is sparkling about the recently-listed jeweller, Michael Hill International.
In Buy, Sell, Hold – what the brokers say, JB Hi-Fi was among the upgrades after announcing it will acquire The Good Guys. And in Questions of the Week, we answer reader queries about tax and investing in the US.
And don’t miss the latest episode of our LIC Investor Masterclass. Paul Rickard speaks with PM Capitals’ Paul Moore.
If you would like to download the PDD of our Monday Report, please click here.
Sincerely,
Peter Switzer