The US dollar is overbought against both the Euro and the Aussie Dollar. US bonds are also overbought. Rising inflationary expectations will cause a sell off in the US dollar and in US Bonds.

Low dividend yield now but guidance likely to improve

Six stocks we are happy to buy today – Corporate Travel (CTD), Lovisa Holdings (LOV), Aust Finance Group (AFG), Sonic Healthcare (SHL), AP Eagers (APE) and Data#3 (DTL).

Smart Group, South32, Vocus Group, Superloop and Northern Star

Softer than expected but solid nonetheless

A decline in the stocks to consumption ratio for refined products puts upward pressure on the oil price.

Five stocks we're happy to buy today – Whitehaven Coal (WHC), Baby Bunting (BBN), Healius (HLS), People Infrastructure (PPE) and Jumbo Interactive (JIN)

Amcor, The A2 Milk Company, IPH Limited and Praemium

Five stocks we're happy to buy today – Woodside Petroleum (WPL), Telstra Corporation (TLS), Treasury Wine Estates (TWE), Aventus Group (AVN) and Over The Wire (OTW)

Stockland, Sydney Airport, Spark Infrastructure, Cochlear and Ingenia Communities