
US rally to derail if high rate cut hopes aren't met
Goldminers are leading the Australian market down about 0.35% so far today, just as they led gains last week. But investors' main focus is on the US central bank meeting this week with expectations for rate cuts – one on Thursday morning and more to follow. Any hint otherwise could alarm the market. We also follow Oracle's huge gain last week to check in on the cloud sector and its big expectations.
Watchlist: Alphabet, Warner Bros Discovery, ANZ Bank
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The skinny
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