Monday Market Highlights - 12 February 2024

OnTrack with Milford - A podcast by Milford - Wednesdays

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In this week’s Monday Market Highlights, Sustainable Investment Analyst Nick Morgan covers the ISM Services print for January, which came in much stronger than expected. He also discusses the US treasury yields, and inflation falling for the fourth month in a row in China – the greatest fall in 14 years. In Australia, Nick looks into the RBA interest rate decision, staying at 4.35% as expected, and New Zealand Q4 employment data – which came out better than expected. In equity news Nick covers Uber, Hermes, AGL and REA. 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.