US will cut in October in the run up to the election. It will
probably do 2/5 of fa but at least might stop some of the panic merchants….especially as it flows into the asx. The big end of town has plenty of capital to deploy.
Whilst equities flatline there are still dollars around dot the right projects. The MQG are sitting on a pile of circa $34B that will be ready to play ball in various spaces. I’d love to see the capital arm jump into RNU on the way to production.
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