XJO 0.68% 8,339.8 s&p/asx 200

Looks to me like the FEDs .25% hike was enough of a momentum...

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    Looks to me like the FEDs .25% hike was enough of a momentum change to boost markets. Along with falling inflation data and strong labour markets, stocks and bonds seem to be able to push a little higher for a little longer. 6 weeks until next FED rise. RBA should be .25% again so much of the same reaction to past rises of the same magnitude expected. UK, EU rises didnt slow over seas markets so there could be a few more weeks of support for markets. China reopening, Fed rises slowing, inflation falling - all good narratives to push for a retest of ATH's before the dip? Reporting season soon will have any cos exposed to too much debt start to get sold off for rotation into cash flow, divs, low debt to equity co's or high debt but high growth. Thru this next year - if times do get tough, good cos will stand out.
 
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