We commence the Morning Mail this week with Evans and Partners Chief Investment Officer Mike Hawkins.
Following on from the US unemployment statistics Mike comments further on his views on the US economy and reaffirms his view that the US equity market will make a new all-time high over the next 12-18 months. The Reserve Bank meet this week and we discuss potential outcomes from that meeting. With Australian company reporting season commencing this week, Mike discusses what we are looking for from company announcements – cost control, and outlook comments.
