Marcus Today Market Updates

 The S&P 500 jumped 1.2% to close at 7,126.06, crossing the 7,100 threshold for the first time. The Nasdaq Composite gained 1.52% and settled at 24,468.48 for its 13th consecutive winning day and its longest positive streak since 1992. Both indexes posted fresh intraday and closing records. The Dow Jones Industrial Average jumped 868.71 points, or 1.79%, to end at 49,447.43. The Russell 2000 also reached a fresh high. The small-cap index rose more than 2%.All that changed over the weekend. SPI was up 82 on Saturday - US Futures doen 0.8% on news from the Gulf. Oil jumps back 6%.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 limped lower by 8 points to 8937 (0.1%) for a flat week. Banks continued to be weaker, NAB falling another 2.0% and WBC off 0.7%. The Big Bank Basket fell to $298.43 (-0.3%). Financials mixed, HUB rose 2.8% and PNI rose 3.8%. ZIP had a great day up 13.7%. REITs slipped slightly with CHC down 0.6% and GMG falling 0.5%. Healthcare under pressure still, RMD down 1.6% and CSL off 0.3% with SIG 2.2% better on broker research. Tech managed small gains, WTC up 2.9% and XRO rising 0.2% with REA better. Resources were mixed, BHP unchanged with RIO and FMG doing slightly better. Gold miners mixed despite bullion drifting higher. EVN down 2.0% and GGP off 1.5%. Lithium stocks soared, LTR up 6.3% and MIN rising 7.1%. Oil and gas eased, coal stocks fell and uranium firmed, PDN up 2.8% and BOE up another 4.6%.In corporate news, ZIP soared 13.7% on better numbers on bad debts, PDN rose on production numbers and AAI fell % after results fell short of expectations. NEM also flagged no production issues following the earthquake this week.Asian markets saw modest gains - Japan down 0.9%, HK down 1.3% and China off 0.3%. 10-year yields rise to 5.0%.US Futures jump, Nasdaq down 38, Dow up 77. Europe is opening flat and quiet.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 and Nasdaq Composite rose to fresh all-time highs on Thursday, adding to their strong gains this week on optimism for a possible resolution to the Iran war.The broad market index gained 0.26% to close at 7,041.28, while the Nasdaq gained 0.36% to settle at 24,102.70. The tech-heavy index posted its 12th consecutive positive session, notching its longest winning run since 2009. Both averages logged intraday and closing records. The Dow Jones Industrial Average added 115 points, or 0.24%, and ended at 48,578.72. This week, the S&P 500 and Nasdaq have risen 3.3% and 5.2%, respectively, while the Dow has advanced more than 1%.SPI down 11 – Quarterlies continue – Gold flat – Oil up.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 and Nasdaq Composite rose to new all-time highs on Wednesday, building on the week's strong gains as investors remained hopeful about the Iran war potentially ending soon.The broad market index gained 0.80%, ending at 7,022.95. The Nasdaq Composite advanced 1.59% to 24,016.02, while the Dow Jones Industrial Average shed 72.27 points, or 0.15%, to close at 48,463.72. Both the Nasdaq and the S&P 500 closed at records, with the tech-heavy index posting an 11th day win streak and the broad market benchmark notching its 10th positive session out of 11.SPI down 3 - Quarterlies in focus - Gold eases - Give peace a chance!—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 closed up a mere 8 points to 8979 (0.1%) after an enthusiastic start petered out. Banks went all soggy on some broker doubts, WBC dropped another % and the Big Bank Basket fell to $306.62 (%). Other financials fared ok, MQG continued higher, up 1.4% and insurers better too, IAG up 1.5%. REITs were solid with GMG up 1.3% and GPT up 0.7%. Industrials a mixed bag, WES fell yet again, down 0.9% with BXB off 0.8%, not so palatable, and WOW and COL were not such super markets. Utilities also under pressure. Tech modestly higher but not running away. Questions till remain. WTC up 3.6% and XRO gaining 2.6% with the All-Tech Index up 1.8%.Resources were a mixed box of chocolates, gold miners firmed, EVN soared 9.6% on a positive quarterly, NEM was shaken, but not stirred at Cadia up 0.5% and GMD rose 5.0%. Rare earth stocks slid as too did lithium plays, PLS down 0.2% and LTR off 0.3%. In oil and gas stocks, more easing back but off lows. WDS down 2.4% and STO falling 2.9%. Uranium stocks mixed as BOE rained on the sector falling 9.3%. PDN kept moving higher by 4.5% and coal stocks fell slightly.In corporate news, VGN talked fuel hedges and reaffirmed guidance, up 7.2%. NUF jumped 11.3% after it forecast a 17% increase in first-half underlying EBITDA amid plans to cut a further $50m in costs. MSB firmed on a CAR licence acquisition.Nothing on the economic front. Asian markets saw modest gains - Japan up 0.4%, HK up 0.5% and China down 0.1%. 10-year yields fall to 4.93%.US Futures jump, Nasdaq down 20, Dow down 30. Europe is opening unchanged.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US stocks rose on Tuesday following a strong session in which traders shrugged off a breakdown in peace talks between the U.S. and Iran, yet were optimistic that a deal between the two countries was still possible.The S&P 500 gained 1.18% and closed at 6,967.38. The broad market index now stands less than 1% below its 52-week high. The Dow Jones Industrial Average added 317.74 points, or 0.66%, to close at 48,535.99. The Nasdaq Composite advanced 1.96% and ended at 23,639.08.Technology stocks supported the broader market for another day. Oracle, for example, rose 4.7%, building on the more than 12% gain it saw in the prior trading day. Nvidia and Palantir Technologies also notched a winning session.SPI up 34 - Gold up 2% - Oil drops - EVN quarterly.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 jumped 45 points to finish at 8971 (0.5%). Despite banks under pressure, the index made good solid gains. The Big Bank Basket fell to $308.15 (0.5%) with WBC down 2.6% on an outlook statement for HY results. ANZ fell 1.0% with other financials doing better, MQG up 3.7% on a broker upgrade, NWL rising 2.7% and XYZ up 5.5%. Insurers were better with QBE gaining %. REITs saw buyers emerge, GMG up 1.6% and SCG rallying 1.4%. Tech was a winner today, WTC up 3.8% and XRO up 3.9% a day after MS downgraded, the All -Tech Index up 2.1%. Retail drifted lower, healthcare better but muted. Resources were mixed, BHP soared 3.2% on copper exposure, RIO and FMG bumped higher and lithium stocks slightly better. Gold miners recovered but only modest gains, GGP up 1.3% and WAF up 1.8%. SFR also doing well on copper exposure, up 3.3%. Oil and gas stocks slipped, WDS down 0.6% and uranium stocks soared as long term prices increased, PDN up 6.3% and LOT up 9.7%. In corporate news, CU6 signed a commercial manufacturing agreement with Nucleus RadioPharma, UNI fell 1.5% after its CEO announced retirement plans. QAN also landing softly after warning on higher jet fuel costs.In economic news, Consumer confidence was heading lower according to Melbourne Institute.Asian markets soar, Japan up 2.4%, HK up 0.1% and China up 0.3%. 10-year yields fall to 4.94%.US Futures jump, Nasdaq up 35, Dow down 5. Europe is opening higher.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 finished down 35 points to 8926 in a quiet, cautious start to the week. The focus was on weekend events with the market taking its lead from US futures which stabilised after a bump down. Losses pretty much across the board, banks eased back with the Big Bank Basket down to $309.58 (0.24%). Other financials also sold down, MQG down 0.6% and NWL falling 2.1%. Insurers steady with REITs easing back again, GMG down 1.3% and CHC off 1.1%. Technology stocks were weaker but not aggressively. WTC down 1.3% and XRO off 1.5% with the All-Tech Index off 0.9%. Industrials eased, WES down 0.9%, QAN fell 2.0% and retail stocks eased slightly. JBH down 0.5% and NCK down 2.2%. Healthcare also under pressure with CSL slipping yet again down another 1.4%. PME and TLX both had good runs on the back of news. In resources, iron ore miners stable with gold miners off slightly, NST down 2.0% and EVN off 2.4% as bullion slipped. Lithium modestly lower, with oil and gas better, WDS up 2.6% and STO rising 1.7%. Coal stocks also better, NHC up 4.6% and uranium drifting lower.In corporate news, A2M soured 13% on China supply chain issues, MVF received another NBIO from the previous consortium at 90c. TLX announced a strategic collaboration and PME signed a five-year contract renewal. GQG fell 0.6% on its latest FUM update showing outflows continue.Nothing on the economic front. Asian markets soar, Japan down 0.8%, HK down 1.1% and China up 0.3%. 10-year yields rise to 5.01%. US Futures jump Nasdaq down 201, Dow down 302. Europe opening lower.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US equities finished mostly lower in Friday trading. S&P snapped a seven-day string of gains. Software was a notable decliner again (IGV was down more than 7% this week); other laggards included insurers, banks (particularly regionals), PE, exchanges, payments, retail/apparel, pharma/biotech, hospitals, and staples. Semis were a standout with NVDA, AVGO and AMD leading the way. AMZN extended its recent rally in a mixed big tech space. Other relative outperformers included chemicals, industrial/precious metals, entertainment, building products, E&Cs, and REITs. Treasuries were weaker across the curve; yields were up 2-3 bp. Dollar index was off 0.2%. Gold finished down 0.6%. Silver was little changed. Bitcoin futures were up 1.3%. WTI crude settled down 1.3% in choppy trading.Quiet finish to a noisy week. Peace talks broke down - US Futures down 1.1% Oil Jumps 8% - Gold falls—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 finished a very strong week down 13 points to 8961 as we await further Iranian negotiations. For the week, we were up over 4.4%, the best week since October 2022. Banks were steady despite some issues with mortgages on the AFR front page, the Big Bank Basket $310.35 (+0.3%). Other financials were mixed, ZIP up 2.1% and GQG up 0.9%. NWL rose 2.3% with ASX also better. REITs better, GMG up 0.5% and SGP rising 1.2%. Industrials and healthcare fell, CSL down another 0.7% with RMD off again and WOW falling 0.9%. TCL fell 1.9% on traffic numbers. Tech smashed again, WTC down 2.6% and XRO off 2.7%. The All-Tech Index fell 0.8%. Resources were a little mixed, BHP fell 1.1% on iron ore negotiations perhaps, FMG off 1.3% as it unveiled more green and renewable plans for the Pilbara. Gold miners drifted a little lower, EVN off 2.7% and NEM falling 0.6%. Lithium stocks better, LTR up 2.4% and PLS rising another 1.1%. Oil and gas stocks fell again, WDS off 0.2% and STO falling 0.6%. Coal under pressure and uranium slightly firmer, PDN up 2.0%.In corporate news, TLX rose 7.3% on some good news from the FDA, MFG flat after shareholders vote for the merger, AMP rose 4.2% as new CEO laid out his plan.On the economic front, nothing locally, but Chinese PPI rose. Asian markets firmed, Japan Nikkei up 1.9% but TOPIX flat, HK up 0.6% and China up 0.7%. 10-year yields rise to 4.97%.US Futures near flat. Nasdaq down 10, Dow down 76. Europe is opening modestly better.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Stocks extended their rally Thursday, even as oil prices gained, amid continued optimism among traders that the fragile two-week ceasefire between the U.S. and Iran could be sustained.The S&P 500 added 0.62% and ended at 6,824.66, while the Nasdaq Composite climbed 0.83% to 22,822.42. The Dow Jones Industrial Average rose 275.88 points, or 0.58%, and settled at 48,185.80. The 30-stock index turned positive for the year, up 0.25%.Crude prices advanced again on Thursday. West Texas Intermediate futures rose more than 3% to settle at $97.87 per barrel after earlier rising above $100. International Brent crude futures added more than 1% to close at $95.92.SPI down 8 - Wait mode ahead - Weekend Talks Crucial - Still no Ships.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Stocks soared Wednesday after President Donald Trump suspended attacks on Iran for two weeks, pausing a five-week conflict that closed a crucial waterway for global energy supplies. The Dow Jones Industrial Average ripped 1,325.46 points higher, or 2.85%, to 47,909.92. That was the benchmark's best day since April 2025, when Trump first backed down from the severity of his initial tariff announcement. The S&P 500 popped 2.51% to 6,782.81, and the Nasdaq Composite surged 2.80% to 22,635.00.  West Texas Intermediate crude futures tumbled more than 16% to close at $94.41 per barrel, its biggest daily drop since April 2020. International benchmark Brent for June delivery lost about 13% to settle at $94.75 SPI down 22 - US Futures ease after hours. Gold slips back - Copper soars.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 jumped out of the blocks again on the ceasefire. The ASX 200 jumped 223 points to 8952 (2.6%). Interestingly, not much intraday volatility. Everything was risk on as peace breaks out. Long term or short term is yet to be seen. Oil prices fell hard, and equities rallied across the board. Banks rallied again with CBA up 1.9% and the Big Bank Basket jumped to $305.03 (2.4%). MQG had a great day up 5.6% with other financials doing great. ZIP up 19.5% and NWL up 10.0%. REITS soared as yields dropped, GMG up 7.1% and CHC up 4.0% with industrials doing well too. QAN up 9.4% and VGN up 11.7% with WES rallying 3.3% and CSL even up 1.3%. REA and tech stock jumped, WTC up 10.7% and XRO up 6.5% with the All-Tech Index up 6.6%. Defensives slipped, TLS down slightly, ORG and AGL fell with retail jumping on hopes for lower petrol prices. Resources on fire, BHP up 3.0% and RIO rallying another 4.4%. Gold miners jumped as bullion took up the baton, NST up 7.1% and EVN up 10.0% with RMS rallying 9.6%. Lithium not left out, PLS up 1.7%, LTR roaring 8.4% ahead. Rare earths up strongly, LYC up %. Oil and gas stocks fell, WDS down 10.5% and STO falling again. Coal stocks also smacked down with uranium stocks back in focus, PDN up 8.5% and LOT up 11.7%.In corporate news, DRO dropped 13.5% on news that the CEO and chair will be stepping down. BGL raced up 18.9% on production numbers as did RRL. PME also doing well following a five-year $23m contract with the University of Maryland Medical System. FLT also doing well on a deal to sell Pedal. On the economic front, dwelling commencements rose 8%.Asian markets soar, Japan up 5.4%, HK up 3.1% and China up 3.4%. Korean KOSPI up 6.9%10-year yields fall to 4.87%. US Futures jump Nasdaq up 812, Dow up 1110. Europe opening significantly better.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

U.S. stock futures jumped after President Donald Trump said he was suspending Iran attacks for two weeks just ahead of his 8 p.m. ET deadline, pausing a five-week conflict that has closed a crucial waterway for global energy supply and sent equity prices reeling.Futures tied to the Dow Jones Industrial Average rose by 718 points, or 1.5%. S&P 500 futures added 1.6%, and Nasdaq 100 futures climbed 1.7%.During the regular session, the S&P 500 eked out a gain of 0.08% as traders bet that a ceasefire could be achieved. The Nasdaq Composite inched 0.10% higher on Tuesday, while the Dow lost 85.42 points.The S&P 500 was 5.5% off its all-time high reached earlier this year through Tuesday's close. At one point last month, the benchmark neared a 10% correction before rebounding on optimism Trump would find some kind of off-ramp to the conflict. Gold rose and SPI up 13 but that was before Trump TACOed.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 jumped out of the blocks, but was well off highs of 8804, closing up 149 points at 8729 (1.7%). A serious bout of optimism as the Trump deadline approaches. Banks firmed with the Big Bank Basket up to $297.88 (2.3%). CBA up 2.4% and MQG charging 3.2% ahead. Other financials were mixed, HUB up 3.3% and ZIP gaining 6.0%. REITs mixed too, GMG up 0.7% with industrials firming, WES up 1.3% and ALL rising 1.3% with tech doing better, WTC up 3.4% and XRO rallying 1.7%. Healthcare mixed, CSL up 1.0% and retail flat. GYG had a good day as shorts covered on a trading update, TLS fell 0.4% and supermarkets mixed. In resources, BHP, RIO and FMG all did well, the big Australian leading the charge, up 3.3%. Gold miners pushed ahead, NST up 2.0% and GGP rising 4.0%. Rare earths did better, LYC up 4.6% and lithium stocks also pushing ahead. Uranium stocks mixed, LOT fell 2.2% on production issues and PDN squeezed 0.8% higher. Oil and gas stocks generally better, WDS up 2.5%.In corporate news, CSL said most of its products would be exempt from the 100% tariffs, RCE appointed Tim Ford (Ex-TWE CEO) to the board.On the economic front, household spending rose 0.3% month-on-month on a current price, seasonally adjusted basis.Asian markets steadied, Japan unchanged, HK down 0.7% and China down 0.2%. 10-year yields 4.99%.US Futures ease ahead of deadline, Nasdaq down 139, Dow down 122. Europe opening slightly better.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Markets are at something of a standstill again. We know why. We have another potential deal/timeline on the table from President Trump. The deadline is 8pm Tuesday night, US time. That would be Wednesday morning for us here in Australia. If Tehran doesn't accept a deal, the US could “rain hell” on the country. Iran rejected a ceasefire and proposed 10 clauses they want to see. Trump rejected those too. It's unlikely we will see much happen while this looms over the world.Overnight, seven out of the 10 sectors were positive for the S&P 500. Energy led the way, followed by Financials and Industrials. Defensive components Healthcare and Utilities were slightly weaker.Most Material stocks were flat to down. Gold was slightly lower, so gold stocks drifted lower. Copper and uranium were neither here nor there. You could say the same about Big Tech. The Chip stocks showed more life. Latest figures suggest the semiconductor sector is well-positioned to reach US$1 trillion in annual revenue this year. US financials continue to show resilience.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 advanced 0.72% and closed at 6,575.32, and the Nasdaq Composite gained 1.16% and settled at 21,840.95. The Dow Jones Industrial Average added 224.23 points, or 0.48%, to end at 46,565.74.President Donald Trump said in a post on Truth Social Wednesday morning that Iran's president has asked the U.S. for a ceasefire. However, the U.S. will consider the offer when the Strait of Hormuz is “open, free, and clear,” Trump added, writing that “until then, we are blasting Iran into oblivion or, as they say, back to the Stone Ages!!!”This comes after the president told reporters at the White House late Tuesday that he expects the U.S. military forces will leave Iran in “two or three weeks.”Oil prices eased following that comment. West Texas Intermediate futures settled down 1.24% to close at $100.12 per barrel and Brent crude futures lost 2.7% to settle at $101.16 a barrel.SPI up 19 - Gold higher - POTUS Speech at Noon.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 jumped 190 points to 8672 (2.2%) on US/Iranian news and a spectacularly strong US bounce. End of month and short covering helping lead us in. Confidence built throughout the day. Resources roared back to life as the USD fell slightly, and oil prices steadied. BHP up 4.3% and RIO up 3.5% with FMG joining in up 3.8%. Lithium stocks raced ahead, PLS up 3.5% and MIN rising 5.2% with the gold sector rebounding hard. NEM up 4.5% and EVN jumping 8.2% on gold and copper rises. S32 jumped on aluminium exposure, rare earths also doing well, ARU up 8.9%. Uranium stocks rallied hard, PDN up 6.9% and NXG jumped 6.7%. Oil and gas stocks took a pause, STO up 0.1%. Coal stocks steady.In the banks, a decent rise with the Big Bank Basket at $290.26 (+2.0%).MQG soared 3.3% and other financials also did well, ZIP up 10.7%. REITs mixed, GMG rising 2.3%. Tech stocks gained, XRO up 2.5% and REA up 2.5%. Retail better, JBH up 1.4% and travel stocks jumped, FLT up 4.8% and QAN taking off. The All-Tech Index up 3.3%.In corporate news, APE rose after entering into agreements to acquire two Audi dealers in Melbourne. PRN rose 4.1% on a new CEO. SGR blipped 8.7% higher after Chow Tai Fook Enterprises and Far East Consortium took full control of Brisbane's Queen's Wharf precinct.In economic news, dwelling approvals rose 29.7% in February to 19,022, driven by a surge in private apartments.Asian markets eased, Japan rose 4.5%, HK up 2.0%, and China up 1.4%.10 -year yields fell to 4.91% on peace hopes.US futures: Dow up 76, Nasdaq up 113—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US stocks rose on Tuesday following new reports that gave investors hope that the Iran war could soon come to an end. The Dow Jones Industrial Average was up 1,125.37 points, or 2.49%, and closed at 46,341.51. The move came after an unconfirmed report said Iranian President Masoud Pezeshkian is open to ending the war with guarantees. The S&P 500 gained 2.91% to end at 6,528.52, and the Nasdaq Composite advanced 3.83% to 21,590.63. Each of the three indexes posted their best day since May.It was end of month and quarter too.SPI jumped 130 pts – Gold up – Resources to do well.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 rose 21 points to 8482 in a topsy-turvy day on news from the Gulf and Trump. After an easier start, markets rallied on news that Trump might not need the Strait open to declare an end to the war (See afternoon update). End of month saw a fade at the close. Gold popped higher with gold miners looking firm, NST up 4.4% and NEM up 2.2% with RIO still firing on aluminium exposure, BHP steady. Lithium stocks slipped a little on some oil price weakness. PLS down 2.9% and MIN off 3.7%. Oil and gas stocks eased back, WDS down 0.5% and STO off 1.1%. Coal stocks too under some pressure, NHC ex dividend today. Uranium steady.Banks recovered from early losses with the Big Bank Basket falls to $284.58 (-0.1%). Other financials also finding friends, MQG up 1.2% and ASX running hot. Insurers were slightly better and a good bounce in REITs with GMG leading the charge. Healthcare improved, COH up 1.3% and SIG falling 0.4%. Retail also getting a slight boost and tech rallying hard. WTC up 4.1% and XRO rallying 6.6% with the All-Tech Index up 2.6%.In corporate news, KMD grabbed a lifeline with a deeply discounted rights issue, KOA joined the boards, bedding down nicely, up 11.8%. CKF has rung the Taco Bell and is exiting its stores. A1N slumped another 19.0% as Jackie O commenced legal proceedings claiming $82m.In economic news, RBA minutes, China's PMI better than expected.Asian markets eased, Japan fell 0.5%, HK off 0.6% and China off 0.2%.10 -year yields fell to 4.98% on RBA minutes and Powell comments.US futures; Dow up 307 Nasdaq up 104.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 fell on Monday, weighed down by further gains in oil prices and a steep decline in tech, as traders looked past comments from Federal Reserve Chair Jerome Powell on inflation. The broad-based index dipped 0.39%, posting a third straight losing session and settled at 6,343.72. The S&P 500 was just over 9% off its closing high. The move lower was led by declines in the technology sector, which fell more than 1%. On the flip side, sectors such as financials and utilities saw gains. The Nasdaq Composite dropped 0.73% to 20,794.64. The Dow Jones Industrial Average added 49.50 points, or 0.11%, and closed at 45,216.14.The CBOE Volatility Index topped 30 during the session.U.S. oil prices also rose to start the week, with West Texas Intermediate futures settling up 3.25% at $102.88 per barrel — its highest close since July 19, 2022. Brent crude futures inched up 0.19% to $112.78 a barrel and were on pace the biggest monthly surge ever with a 55% rise in the period.SPI up 11 - RBA Minutes - Commodities slightly higher.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 recovered well, closing down only 55 points at 8461 (0.7%), still looking at the worst month since Covid. Banks and industrials were hit hard with CBA down % and WBC off %. The Big Bank Basket fell to $284.96 (-2.7%). MQG dropped 1.0% and other financials were weaker, SUN finished off 1.8%. REITs too suffered with GMG down 1.4% and SCG falling 1.2%. Healthcare also weaker, RMD down 0.9% and CSL off another 1.7%. Tech smashed again, WTC down 4.8% and XRO falling 3.2%. The All-Tech Index fell 2.8%. Supermarkets closed higher and TLS held firm, although retail stocks weakened. JBH down 3.4% and ALL down 2.6%. Travel stocks also falling QAN off 2.0% and FLT falling 4.4%.In resources, BHP held firm, RIO rallied 4.9% and FMG up 1.8% with gold miners finding support. Lithium stocks also firm on EV sales picking up, PLS up 2.3%. Oil and gas stocks better, KAR hit highs on a board reshuffle, WDS up 2.2% and coal stocks also rising strongly. Uranium stocks finding friends too. AAI soared 8.6% on news that two producers in the Middle East were hit.In corporate news, KMD remains suspended, AMP announced a $150m buyback late Friday. WJL saw its CEO resign and DRO announced the opening of a European HQ. Asian markets slumped then fought back, Japan down 3.0%, HK off 0.9% and China up 0.1%.10 -year yields fell to 5.06%US Futures flat.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 fell only 9 points to 8516 (-0.1%) with a gain this week of 1%. Trump extended the deadline for hitting Iranian energy assets by ten days, helping US futures turn positive. A mixed picture today, the Big Bank Basket $292.85 (%). Other financials slid, MQG off 2.2% and HUB down 2.7% with SOL doing well up 5.0%. REITS down again as bond yields rose, GMG down 1.3% and SCG off 0.3%. Industrials too were weaker, ALL down 1.4% with QAN off 0.7% and REA and CAR both easing. Tech stocks steadied with XRO gaining 0.6% and the All-Tech Index down 1.5%. Retail was mixed, with healthcare down, CSL falling 0.8% and RMD off another 0.5%.In resources, firm in places, BHP flat, RIO up 1.5% and FMG doing well on higher iron ore prices. Gold miners slipped slightly, NST down 1.1% and EVN off 1.4%. Lithium stocks better, PLS up 3.6% and MIN up 2.4%. Oil and gas stocks better, STO up 1.3% and coal stocks doping ok. YAL up 3.6% and uranium stocks down a tad.In corporate news, BSL is stepping up efforts to extract value from its land portfolio. SLX announced a $143m incentive package in the US. KMD in a trading halt pending an equity raise and debt refinancing.On the economic front, nothing locally. Chinese Industrial profits jumped 15.2%.Asian markets steadied, Japan up 0.1%, HK up 0.8% and China up 0.9%. US Futures better, Nasdaq up 109, S&P500 up 37.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 fell on Thursday, weighed by higher oil prices, as traders followed the latest developments out of the Middle East.The broad market index declined 1.74% to end at 6,477.16, while the Nasdaq Composite shed 2.38% and closed at 21,408.08. The tech-heavy index closed in correction territory, down more than 10% from its high. The Dow Jones Industrial Average dipped 469.38 points, or 1.01%, and settled at 45,960.11.Crude prices rose on Thursday, putting pressure on equities. Brent futures jumped 5.66% to settle at $108.01 per barrel. West Texas Intermediate futures climbed 4.61% to end at $94.48.As stocks took a leg lower and oil prices received a boost Thursday, the yields on the 10-year Treasury and 2-year Treasury both spiked.SPI down 91 - Gold slips - Trump extends deadline on energy attacks.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

 The Dow Jones Industrial Average jumped 631 points, or 1.38%, to close at 46,208.47. The S&P 500 rose 1.15%, and ended at 6,581.00, while the Nasdaq Composite gained 1.38% and settled at 21,946.76. Before Trump's comments, which he posted on Truth Social early Monday, futures were pointing to more losses for equity markets under siege from skyrocketing oil prices and uncertainty about the duration of the Iran conflict. But after Trump's comments, Dow futures briefly surged more than 1,000 points.At their highs of the day, the three leading U.S. indexes were up more than 2%. The Dow saw a peak of more than 1,100 points, or 2.5%. The Nasdaq was also up 2.5%, while the S&P 500 advanced 2.2%.SPI up 151 - Gold pares losses GDX ETF up 4% - Oil falls - MYR ResultsMarcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Stocks tumbled in volatile trading Friday as the U.S.-Israel conflict with Iran showed no sign of abating and oil prices continued their ascent. The Dow Jones Industrial average shed 443.96 points, or 0.96%, ending at 45,577.47. The S&P 500 fell 1.51% and closed at 6,506.48, while the Nasdaq Composite lost 2.01% and settled at 21,647.61. The small-cap Russell 2000 declined more than 2% and slipped into correction territory — that is, a 10% decline from its latest high. At their lows of the day, the Dow and Nasdaq traded in correction territory, but ultimately closed shy of the 10% threshold. SPI down 156 - Gold down - Oil up. Deadline approaches!—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 fell another 69 points to 8428 (0.8%) for a weekly loss of around 2.2%. Today we saw the banking sector come under a little pressure. CBA fell 1.0% and the Big Bank Basket dropped to $298.51 (%). NAB was the biggest loser off 2.3%. Financials were mixed, GQG rose 2.4%, SOL fell 1.0% and HUB dropped 2.4%. REITs were flat lining, industrials mixed, WES slipped another 0.8% with retail under pressure, JBH down 4.1% and WOW dipping 0.9% after defensive buying shifted. TLS off 0.2% and SGH falling 2.4% with QAN still falling 1.1%. Tech was mixed, WTC and TNE better with the All-Tech Index down 0.2%.Resources were down but not out today. BHP and RIO slid, off 1.8% and 2.9% respectively, lithium stock finding their feet with EV demand expected to grow on oil pressures. Gold miners eased but not dramatically, EVN up 1.6% and GGP off 7.3% with GMD actually 2.2% better. BSL rallied 4.3% with PLS stabilising. Up 2.4%. Coal stocks better again with WHC up %. WDS pushing ahead again, up 1.0% but STO flat. Uranium stocks mixed.In corporate news, COL rallied another 0.8% on fuel levy news, FLT made a UK acquisition and PMV fell 4.3% after a mixed first half. Smiggle seems to be struggling.Nothing on the economic front. 10-year yields higher at 5.0%.Asian markets mixed on higher oil prices, Japan closed. HK down 0.7% and China up 0.8%US Options and Futures expiry tonight. Dow Futures up 98 Nasdaq futures up 17.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US equity indices pared significant session losses on Thursday as the S&P 500 and Nasdaq ended down just 0.2% while the Dow Jones declined 0.3% following a recovery from four-month lows. Volatility across asset classes eased as US oil retreated toward $94 per barrel after Israeli Prime Minister Benjamin Netanyahu stated that Israel is assisting the US in reopening the vital Strait of Hormuz. These developments tempered earlier stagflation fears as investors weighed comments from US President Donald Trump and Treasury Secretary Scott Bessent regarding diplomatic efforts to restore global energy supply chains. In corporate news Micron Technology shares fell 3.8% despite a strong revenue forecast as investors focused on high production spending plans while other tech heavyweights like Meta (-1.4%) and Nvidia (-1%) also faced pressure. Treasury yields rebounded from their worst point of the session as bonds bounced from lows following these geopolitical updates.SPI down 5 - Oil slips - Gold and commodities fall—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 fell 143 points to 8498 (1.7%), its lowest level in four months. $265bn has now been wiped off the index since the halcyon days of February. It is all about the oil price and the realisation that this war could really drag on longer, and Trump seems to have lost control of the narrative, even to the point of distancing himself from Israeli actions. Oil heads high, equities head lower. Resources bore the brunt of the selling as gold miners were thrown out with the bathwater, NST fell 9.5% and NEM off 5.8%. All sectors in metals under pressure. The big three iron ore stocks fell hard, with BHP down 3.5% and FMG falling 3.4%. Lithium stocks and rare earths also collapsed with only oil and gas doing ok. WDS up 7.2% and STO rising 3.4%. Even BPT was better. Uranium stocks slid, coal stocks better, NHC up 5.3% and WHC up 2.3%.Banks held the line, the Big Bank Basket down to $302.13 (-0.2%). Supermarkets too showed their defensive qualities, though retail fell hard. JBH down 2.4% and WES falling another 2.1%. Healthcare also sold off, CSL down again and RMD fell 1.8%. Tech crumbled again, WTC off 7.0% and the All-Tech Index down 2.6%.In corporate news, LYC lost 2.1% despite reporting the first production of samarium oxide at its Malaysian processing facility. BOE dropped 6.8% even as it increased the uranium resource at its Gould's Dam and Jason's satellite deposits in South Australia.And ORA dropped 2.5% as it appointed Paul Victor as CFO.In economic news, jobs data showed a solid 48,000 gain in employment, but the unemployment rate rising to 4.3%. The gain in employment during the month was part-time, which rose by 79,000 jobs, while full-time employment fell by 30,000.10-year yields higher at 4.97%.Asian markets fell on higher oil prices, Japan off 3.2%, HK down 1.7% and China down 1.0%. —Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 rose 26 points to 8641 (0.3%) as confidence increased for an end to the war as oil prices fell slightly in Asia. A mixed session with the banks steady as CBA rose 0.6% with the Big Bank Basket steady at $302.98 (+0.1%). MQG jumped 0.9% on news of a Kuwait pipeline deal not proceeding. Other financials slightly firmer, MFG up 1.9% and GQG up 1.8%. Healthcare was slightly better with SIG up 0.8% and RMD gaining 0.8%. CSL still struggling down 2.2%. Tech mixed, XRO up 2.3% with WTC falling 1.3% and the All-Tech Index up 0.7%. Utilities were firm. In resources, BHP rose 0.7% on its succession plan, rare earths stocks mixed, LYC up 1.9% and ARU up 1.9%. Lithium stocks slid, CXO announced a funding package to allow its project to reopen. Gold miners were mixed, BGL up 1.3% and NST gaining 1.4% with WGX falling 1.1%. Coal miners found some friends, NHC up 5.9% and uranium stocks pushing a little higher. PDN up 1.2% and BMN rising 2.2%.In corporate news, SGM rallied 9.9% on a positive trading update, NVX fell 3.6% after a Nasdaq warning on closing price requirements. WDS has a new boss, same as the old boss.Nothing on the economic front as banks, and other raised rates in unison today. 10-year yields lower at 4.89%.Asian market better on oil prices, Japan up 2.6%, HK down 0.2% and China down 0.3%. Oil slightly lower in Asian trade.US Futures: Dow up 225 Nasdaq up 130—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

A positive night on Wall Street even though Brent oil rose 3% as the Iranian conflict drags on indefinitely. Sentiment around travel and consumer spending got a boost after airline stocks Delta and American Airlines raised revenue guidance for the current quarter. The S&P500 rose 0.2% and the Nasdaq 0.4%. The Dow lifted 47 points. The VIX fell back 4.8% to 22.3.Gold was steady, around US$5011. The fact that it's not spiking suggest the market is not panicking around the Iranian situation. Bitcoin was steady too. Will they move together or keep to their historical zig and zag? SPI Futures up 11 points. ASX set to open higher.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 rose 31 points to 8614 (0.4%) despite the RBA raising rates as expected. The vote was close though, 5-4, a dovish hike. Banks were firm on the rate hike, CBA up 0.3% and the Big Bank Basket up to $302.60 (0.5%). Insurers better, even REITs firmed with GMG up 1.2% and SCG rising 1.1%. Healthcare under pressure, RMD falling another 0.6% and SIG down 1.1%. Industrials mixed, WES down 1.6% and ALL off 2.0% with REA and CAR falling again. Tech remains on the nose, WTC down 3.0% and XRO off 1.7%. The All -Tech Index down 1.4%.In resources, iron ore stocks steadied, BHP up % and gold miners showing gains with bargain hunters emerging. EVN up 3.7% and GGP up 3.9%. Lithium and rare earths slid slightly, PLS down 1.9% and LYC off 4.6% on profit taking. Oil and gas mixed, STO up WDS down. Coal stocks under pressure with uranium stocks slightly firmer.In corporate news, PPM fell 14.9% as CGF amended its NBIO downwards. PXA also slightly firmer on a deal to divest ‘Informed Decisions'. WAF rose 5.8% after stronger results and OBM gained on a broker upgrade.On the economic front, the RBA increased rates by 25bps as anticipated. Close call though. Consumer confidence has fallen to the lowest since March 2020. The ACCC is talking to fuel companies too.10-year yields steady at 4.98%.Asian market weaker on oil prices, Japan up 0.5%, HK up 1.0% and China up 0.3%. Oil slightly higher in Asian trade.US Futures: Dow down 95 Nasdaq down 57—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Stocks rose on Monday, while oil prices pulled back as Wall Street tried to recover from another losing week, with investors monitoring the latest developments of the Iran war.The Dow Jones Industrial Average added 387.94 points, or 0.83%, closing at 46,946.41. The S&P 500 rose 1.01% to end at 6,699.38, and the Nasdaq Composite gained 1.22% and settled at 22,374.18.Meta shares gained more than 2% on a report — which the company has called “speculative” — that it is planning to lay off more than 20% of its workforce. Additionally, Nvidia shares rose more than 1% as its GTC conference kicked off Monday.SPI up 66 – RBA in focus – Gold flat – Oil falls—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 fell 34 points to 8583 (0.4%) as US futures stabilised and oil failed to kick despite weekend moves against Kharg Island. Banks held firm with CBA up 1.0% ahead of RBA. The Big Bank Basket rose to $300.96 (0.6%). Other financials also found some buyers with SOL up 1.1% and insurers slightly better. REITs were firm with GMG the exception as tech stocks remain as unloved as Khomeini. Industrials were mixed, WES recovered another 1.0% with TLS firming 1% and supermarkets stronger. Tech selling saw WTC down another 2.0% with XRO off 1.9% and the All-Tech Index down 1.3%. Retail drifted lower, JBH down 0.6% and PMV falling 1.3% with NCK falling another 0.5%.In resources, the stronger USD and commodity price falls brought out the sellers. Gold hovered around $5000 with miners under pressure, NST falling % on broker downgrades, RRL ditched 8.3% with NEM off 4.2%. Lithium stocks eased too despite higher underlying prices, PLS down 2.7% and MIN fell 4.8%. Copper stocks and rare earths also down. LYC bucked the trend on a new deal with the US DoW. BHP, RIO and FMG all under pressure as the iron ore price flip flopped to losses in Asian trade. Oil and gas stocks firmed, WDS up 1.9% and STO 2.1% better.In corporate news, S32 put its Mozambique aluminium smelter on care and maintenance. PPT sold its wealth business to Bain Capital for $500m. ORI settled long running litigation and KMD dumped 10.5% on news of another review of strategic funding options.Nothing locally on the economic front, Chinese data better than expected as Trump talks a possible postponement of summit, unless China does not do its bit to get oil flowing. Day Two of Trade talks in Paris.10-year yields steady at 4.98%.Asian market weaker on oil prices, Japan down 0.3%, HK up 1.1% and China down 0.6%. Oil steady in Asian trade.US Futures: Dow up 183 Nasdaq up 135—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

US stocks finished down for the last session of the previous week. The S&P500 dropped 0.6%, the Nasdaq 0.9% and the Dow 119 points. Brent oil went up again to US$103 a barrel. Almost everything else, commodity wise, was down. Industrial metals in London were all red. Gold slipped again, threatening now to fall below US$5000 an ounce. Gold stocks fell in North America, and copper shares did just the same. There was no shelter in uranium and lithium either. Energy was the second best performer in the S&P500 but again the shares are more subdued than you'd think considering the rise in cashflow. SPI down 61 - Oil the focus - RBA and Fed this week.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 lost a mere 12 points to 8617to finish the week down 2.6%. Banks pushed higher led by NAB with the Big Bank Basket back up to $299.06 (+1.1%). Insurers also better as rate rose, SOL up 1.5% and MFG continuing to find friends on the merger deal, up another 3.4%. PNI dropped 4.3% and RPL down 5.2% on another biotech investment blowing up. Industrials were a little better, WES managed a 0.8% rise, ALL up 1.2% and TLS rose 1.4%. Healthcare mixed, RMD falling 0.5% and RHC up 1.0%. Tech was mixed too, WTC eased 0.8% but XRO rose 2.6% and the All-Tech Index unchanged.In resources, BHP fell 2.3% as its standoff in China continues, RIO and FMG doing well on the back of higher iron ore prices, gold miners slipped, not helped by NST crashing 18.8% on production woes. Oil and gas stocks muted with coal slightly firmer and uranium generally a little better, DYL up 1.0%.In corporate news, IMM fell 88.6% after its Phase III trial was abandoned. QAN reached a settlement for $105m for CV19 related cases. WGX announced the completion of its sale of two projects. NST fell hard on a production downgrade due to milling issues at the Super Pit. LIC rallied as US-based prefab giant Hometown America bought a stake at 490c. EOS up 18.4% after it revealed $US45m ($64 million) in new defence orders, including a major Middle East contract for its Slinger weapon system.Nothing on the economic front. US PCE index tonight. 10-year yields steady at 4.95%. Asian market weaker on oil prices, Japan down 0.8%, HK down 0.4% and China flat. Korea KOSPI down 1.9%. WTI Oil down 0.4% in Asia.US Futures: DJ up 128, Nasdaq down 1.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The Dow Jones Industrial Average fell 739.42 points, or 1.56%, closing at 46,677.85. The S&P 500 lost 1.52% and settled at 6,672.62, while the Nasdaq Composite shed 1.78% to end at 22,311.98. All three indexes posted closing lows for 2026, and the 30-stock Dow ended the session below the 47,000 threshold for the first time this year.Crude prices continued to climb after Iran's new supreme leader, Mojtaba Khamenei, who was appointed on March 9, said that the Strait of Hormuz should remain closed as a “tool to pressure the enemy.” West Texas Intermediate futures rose 9.72% to settle at $95.73 per barrel. Brent crude futures settled up 9.22% to $100.46 per barrel — its first close above $100 since August 2022.SPI down 28 - Gold eases - Adobe falls after hours - Not much corporate news around - Iron better.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The ASX 200 fell 115 points to 8629 (1.3%) as oil prices spiked higher on tankers hit in the Gulf. Another $50bn in value knocked off the ASX 200. Broad based losses with the banks falling, ANZ leading the big four down off 2.5% with the Big Bank Basket down to $295.56 (-1.2%). MQG dipped 2.7% as financials falling across the sector. SOL down 1.1% with NWL off 5.5% and CGF down 2.8%. Industrials sagged, WES off another 0.7%, retail falling on potential rate rises next week. JBH down 0.5% and LOV crashing 7.0%. MYR also under pressure, down 10.6% and NCK down 4.6%. Travel stocks fell again, FLT down 2.8%. Tech resumed the position of weakness, WTC down 2.6% and XRO off 4.2%. NXT fell 2.3% and 360 dropped 4.8%. REITs eased back, GMG down 3.3% and healthcare under pressure, RMD down again, off 3.1%. CSL falling 1.1%.In resources, BHP fell 1.9% and RIO off 1.4%. Gold miners eased back, EVN down 1.3% and GMD falling 2.1%. Lithium eased, PLS off 2.5% and profit taking in rare earths after a strong run yesterday.  AAI was a winner on higher aluminium prices, up 4.4%. Oil and gas stocks better, STO up 1.5% and WDS gaining 2.1% with uranium stocks slipping and coal stocks firming, YAL up 10.5% and WHC rallying 6.7%.In corporate news, ALX fell after toll news in the US. LTR fell 0.6% after reporting a loss of $184m. CKF delivered with a 5.2% rise on German store openings.On the economic front, everyone seems to be in lockstep now on a rate rise next week. Household spending has fallen for the first time since September 202410-year yields push to 4.95%.Asian market weaker on oil prices, Japan down 1.5%, HK down 1.4% and China down 1.1%. Korea KOSPI down 1.3% US Futures: DJ down 502, Nasdaq off 210.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.