EPISODE 260 - MIKE HAWKINS
We commence the Morning Mail this week with Evans and Partners Chief Investment Officer Mike Hawkins.
With a resolution looking more likely as we speak, we discuss the US debt ceiling situation and the likely reaction in bond and equity markets. We also discuss the USD GDP data from last week and reiterate our confidence in the resilience of the private sector recovery.
Mike reiterates his view of domestic interest rates ahead of tomorrow’s Reserve Bank of Australia meeting, and we touch on Australian company reporting season which begins this week.
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