Marcus Strategy Tuesday October 12th - Iron ore bounce. Asian Tech bottom. AGMs. Bond yields up. Evergrande bubbles. Market subdued. Dow Futures down..


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Bond yields rising and Dow Futures falling. Evergrande situation quietly bubbles in the background. Iron ore bouncing but brokers are not convinced. Westpac with a $1.3bn provision but the market not fussed. AGM season is on but CSL and TLS hardly moved on theirs. Aluminium plays rally. Iron ore research views disagree. Asian Tech bouncing. 3rd Q results in the US this week hold some risk.
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