Monday Market Highlights: 11 December 2023

In this week’s Monday Market Highlights, Dealer Brendan Larsen covers the rally in bonds and equities, along with the non-farm payrolls report, which came in stronger than expected. He also looks into the November ISM report which outlined a pick-up in the services sector, and the University of Michigan’s one-year inflation expectation which dropped to the lowest level since March 2021. In Australia, Brendan covers the RBA’s decision to hold interest rates at 4.35%. In equity news, Brendan discusses the Woodside/Santos merger talks, Evolution Mining, SkyCity, and NZ horticulture business Scales.

This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change.