Members Podcast – Thursday 6 February

• Tariff inspired inflation reflation fears back to DEFCON 4.
• Trade war fears back to DEFCON 4.
• Bond yields tell the story.
• Dow Jones up 317 points. Closing near its high. S&P 500 up 0.39%. NASDAQ up 0.2%.
• Alphabet (-6.9%) drags on the NASDAQ. Amazon results on Thursday night.
• Chips are back. Nvidia up 5.2%. Good for the SEMI ETF.
• REA results today and looks good - we hold. Nick Scali tomorrow (also hold). Main results season gets going next week.

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