Marcus Strategy Tuesday September 29th - Interest rates. Re-opening trades. Recovery ideas. Broker Buys. Evergrande.

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English - September 28, 2021 02:00 - 12 minutes - 9.03 MB - ★★★★★ - 1 rating
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The recent rise in bond yields post FOMC is denting the equity market. Despite that here are a couple of sectors seeing some action as obvious picks for the "Reopening trade". The iron ore price is bottoming. Ideas in the podcast today include Incitec Pivot, A2 Milk and IAG.