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14th August – Equities notch another record on immediate rate cut hopes
In this morning's edition of the MPC Markets Morning Call, Mark discusses the current state of the equity markets, highlighting the optimism surrounding potential rate cuts and the implications for various sectors. He delves into the performance of major indices, the overvaluation of certain stocks, and the importance of earnings reports from key companies. Mark also touches on economic indicators and the potential for a recession, emphasizing the need for lower interest rates to stimulate growth.
Takeaways
Equities are experiencing a rallydue to rate cut expectations.
CBA's valuation is…
The skinny
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