Monday Market Highlights - 16 October 2023

In this week’s Monday Market Highlights, Dealer Brendan Larsen discusses the current macro driving markets, with US real yields falling 21 base points on the back of Fed officials suggesting that further interest rate hikes were not necessary, along with and the Hamas/Israel conflict. He also looks into the US CPI print, New Zealand’s food prices and rents, as well as the NZ election. In equity news, Brendan covers Danish drugmaker Novo Nordisk, ResMed, Fletcher Building and SKY TV.

 

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.