Good Morning, Trust that you had a nice weekend and are getting set for another extremely busy week... Last week was one of the strongest weeks for the ASX on record and momentum is certainly building........ So what is the main driver? Lower interest rates.... Investors are pushing equites higher in the search for yield and on-market share buybacks (such as RIO's ~$2 Billion) and TLS lifting its dividend, are signs that investors are hungry for additional income. Accordingly, we have moved to a more bullish-weighting for the XJO, with our focus on those stocks that continue to benefit from the low AUD (i.e. SRX, AMC, BXB, MFG, ANN, BSL) and stocks that benefit from a rising dividend yield. The Energy Sector is still in focus and today, WPL reports their FY result...... All eyes will be focused on impairments and whether the lower crude oil price has impacted margins..... Commodities were generally stronger last night, with Crude Oil up $1.57 to $52.78/barrel, Gold up $6 to $1,227/oz. and iron ore up 1.5% to $63.5/tonne. The SPI is pointing to a 29 point rise on open.