Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Rudi's View | Aug 05 2026Expect downgrades, and upside dividend surprises, and day-to-day volatility, plus lots and lots more. Its calendar for the season is looking chock-a-block already, in particular the final nine days of the month. Outside of the resources sector, Macquarie sees little growth elsewhere. FY27 EPS growth forecasts for resources and banks have been downgraded, reducing the market's growth forecast to 7.2% for the twelve months ahead.