Podcasts about jbh

The ASX 200 rose 106 points to 9128 (1.2%). Banks were slightly higher with WBC up % and the Big Bank Basket rose to $310.41 (0.5%). MQG had an anaemic 0.3% rally. Financials were better with GQG up 3.3% and ZIP soaring 9.4%. NWL and HUB also rallied. Insurers flat. REITs mixed, SCG up 0.3% and MGR falling 1.0%. Healthcare mixed, CSL flat, RMD down 2.7%. Tech was the place to be following a US rally and the WTC results and job losses. WTC rose 11.1% kicking the All -Tech Index up 4.0% with XRO up 5.5% and IRE jumping 9.6% on better-than-expected results. MP1 bounced 9.8% as volatility continued. Industrials mixed, WOW soared 13.0% on much better results, JBH rallied 0.9% and WES continued lower. TAH hit the jackpot on results rising 23.5%. REA and CAR both trundled higher. In resources, BHP hitting record highs again up another 3.2%. FMG jumped 4.7% on results. RIO joined in too. Gold miners were mostly better, NST up 2.1% and EVN up 3.3%. Lithium stocks jumped again, PLS up 2.8% and MIN up 1.5%. LYC jumped 7.9%. Copper stocks also in demand, SFR up 2.2%. Uranium stocks picked up pace, PDN up 4.0% and NXG rising 3.7%.In corporate news, DMP dumped 11.1% on sales and margin issues. FLT softer on reaffirmed guidance. IRE rallied 9.6% on results and AX1 soared 19.9% after beating H1 and the dividend. DRO also had a good day, up 12.6%, after net profit jumped 367%. Still only $3.5m.On the economic front, Australian monthly CPI came in a 3.8% as expected. 3.4% on the core CPI. Slightly above forecasts. Rate rises still on the table.Asian markets came back online with Japan up 2.4%. China up 1.2% and HK rising 0.8%.US Futures slightly firmer. Dow up 4 and Nasdaq up 29 on SOTU Address.—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 gave back 55 points to 9026 (0.6%). US futures turned negative early and banks slid, the Big Bank Basket down to $308.21 (-1.0%). MQG also down 2.4% on concerns with private equity and fund managers. Financials generally were weaker across the board, REITs slumped too, GMG down 3.6% and VCX off 3.1% with industrials sliding. WES down 1.7%, REA off 1.8% with retail falling, JBH off 1.9% and LOV down 1.4%. Tech once again on the nose, WTC falling 5.2%, XRO down 2.9% and the All-Tech Index falling another 3.3%. In healthcare, CSL fell 3.8% on tariff news, and COH off 1.7%.In resources, BHP rose 1.3% as commodity stocks ran hard on falling USD. Lithium stocks picked up, PLS up 4.6% and MIN rising 5.0%. Gold miners powered ahead, NST up 3.4% and GMD up 5.4% with KCN rallying 8.8%. Oil and gas stocks fell, despite tensions in Iran and US snowstorms. Uranium stocks mixed, PDN down 3.8% and BOE off 3.2%.In corporate news, KGN rose 5.5% on slightly better number and an increased dividend.  LLC fell after a surprise loss. PRN tumbled 13.8% after softer numbers, ASB fell 11.0% on accounting qualifications despite record order books. IMD delivered a strong result. In economic news, mortgage demand rose 12.3% to a four-year high.Asian markets were better, China still closed, but HK up 2.3% and South Korea hitting new records. Japan closed for Emperor's Birthday.European markets opening lower on a resumption of the tariff war.Dow futures down 311 Nasdaq down 238. —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 lost 5 points to 9081 for its first down day this week. No Freaky Friday drop! For the week, the index is up 1.8%. Banks leading the way again, the Big Bank Basket up to $311.23 (+0.9%). MQG fell 1.6% with other financials slipping again, ZIP eased 3.8% after an early rally. Insurers though firmed on a better set of numbers from QBE, up 7.1% and SUN up 1.8%.  REITs were slightly firmer, industrials slipped lower, ALL down 4.6%, WOW and COL slid, TLS off 0.6% and REA dropping 0.6%. Retail also fell led by JBH off 1.2% and GYG crashing 13.9% on results and US update. Healthcare eased back, CSL off 0.6% and COH continuing lower. PME dropped 2.1% and RMD fell 0.6%. Tech was once again back on the noise, WTC off 3.8% and XRO falling 3.7% with the All-Tech Index off %.Resources were mixed, RIO fell 3.1% on results whilst BHP held firm. Gold miners were mixed with results falling, NEM down 4.9% on numbers, GMD off 3.1% on its numbers. Lithium stocks fell, PLS down 4.6% on results, and LTR off 6.4% with results from MIN failing 5.3% to help sentiment. In the oil and gas space STO dropped 0.9% and uranium stocks were ok, PDN up 5.4% on Canadian approvals.In corporate news, ING dropped as it cut its poultry forecast. NEM off 4.9% on its results, ASB awarded a $4bn contract from the ADF and TLX jumped 14.5% as it guided higher revenues.On the economic front, nothing today, in the US, we may get the tariff ruling and we have Core PCE.In Asia, HK back from holidays, down 0.6% and Japan down 1.3%.US Futures up. DJ up 62 Nasdaq up 42—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 kicked higher again. Four days in a row, up 79 to 9086 (0.9%). Up nearly 2% this week. Off record highs as jobs data provides reasons for the RBA to raise rates again. Super Thursday and results dominated, some good, some terrible. Banks firmed yet again, certainty. The Big Bank Basket rose to $308.43 (+1.4%). NAB up 2.4% and WBC up 2.7%. MQG also had a good day up 1.6% with insurers better and financials generally firming, ZIP came undone on disappointing guidance and bad debts.  Down 34.4%. MPL also fell 5.6% on some misses on the numbers.  REITs slid with GMG down 4.0% on results, Industrials were patchy, WES fell 5.6% with ALL and JBH falling away. Healthcare was better, CSL up 1.0% and RMD up 1.5%. Tech was better again, WTC up 1.9% and XRO rising 0.8%. HSN kicked again on broker calls. MAQ also firmed on a new debt facility. TNE also a good bounce on broker upgrades. The All-Tech Index continued higher, up 1.1%.Resources were also firm, BHP and RIO pushing ahead, gold miners better, GMD up 1.9% on results, NEM up 1.4% and oil and gas stocks rallied hard on crude pushing up on Iran fears. STO up 5.6% and WDS up 4.5% with uranium stocks better too. PDN up 5.5% and LOT rising 4.3%.In corporate news, plenty around. HUB surged 14.2% on good numbers. LIC dropped 7.1% after profits fell, TLS gained 3.6% on better numbers and rise in dividends. SHL and NWH also rising on better numbers.On the economic front, jobs numbers came in as expected but 4.1% headline rate gives RBA reasons to raise again perhaps.In Asia, South Korean markets hitting new records. China and HK closed. Japan up 0.9%US Futures up. DJ down slightly Nasdaq up 2 pts!—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 kicked higher again. Three days in a row, up 48 to 9007 (0.5%) despite CBA going ex-dividend. Record high back in sight. NAB was the standout today on Q1 results beating expectations, up 4.1%. The Big Bank Basket up to $304.05 (0.2%), financials kicked higher too, MQG up 0.6% and private health insurers roared ahead on government price changes. MPL up 6.0% and NHF up 5.0%. ZIP jumped 8.0% ahead of results, CGF also ran hard on results, up 8.3%. REITs firmed, GMG up 0.9% and SCG rising 1.3%. Industrials were firm too, QAN up 1.0%, TCL up 1.2% and ALL doing well up 2.3%. JBH fell back a little, healthcare still mixed, SIG down 1.0% and COH off 1.0%. In the tech space, some wins starting to hit the screens, TNE up 8.2% on guidance, XRO up 1.8% and HSN soared 16.4% on better-than-expected results.In resource land, BHP slid 0.9% as copper drifted lower, RIO up 1.3% and FMG up 0.5%. Gold miners eased back as bullion prices fell on Lunar New Year. GMD down 2.9% and NST dropped 0.7%. CSC had a shocker falling 14.0% on very disappointing results and guidance. Lithium stocks bubbled higher, LTR roaring ahead, up 6.2% with PLS up 2.3%. BSL rose 2.6% on an increased bid from SGH. STO fell 0.6% on another disappointment. Uranium stocks bounded ahead, PDN up 5.6% and DYL up 4.4%.In corporate news, SLC rose 18.2% on an acquisition and better than expected results. AFG rallied off lows after better numbers. Brokers are back. SUN fell 4.4% as profits fell short.In economic news, the RBNZ left rates unchanged. Locally, the wage price index rose 0.8% in the December quarter and 3.4% annually.US futures up. Dow Jones up 35 points, Nasdaq up 60.—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 finished up 20 to 8937 (0.2%) despite the big miners falling on lower iron ore prices.  Banks pushed up slightly, NAB down 1.0% and ANZ off 3.1% with the Big Bank Basket up to $304.06 (%). Other financials were mixed, NWL rallied 3.7% and GQG up 5.5% with ZIP forging ahead up 5.5%. MQG rose 0.4%. Insurers better. Industrials were solid, WES up 1.2% with retail better as JBH rose 7.5% on better results, ALL up 2.2% and WOW and COL slightly firmer. ‘Old skool' platform stocks also doing ok, REA up 2.9% and CAR up 2.7%. Tech stocks were the standouts after a torrid week last week. WTC up 12.9% and XRO rallying 7.6% with the All-Tech Index up 4.0%. 360 rose 6.8% with CAT also doing well, up 5.1%. REITs firmed, GMG up 0.6%.In resources, the big three iron ore miners sold off as prices dipped below $100. Gold miners were bid up, GMD up 7.4% on a takeover of MAU. NEM gained 2.7% and WGX up 1.4%. Lithium stocks slightly firmer. VUL up 3.1%.  Oil and gas stocks rose, uranium stocks glowed hotter, PDN up 1.4% and BMN up 4.6%.In corporate news, TWE fell 5.2% after a disappointing result and a cut of the dividend. JBH rose 7.5% on a beat. ASB jumped 19.5% after a disastrous day Friday, QUB rose 3.3% after Macquarie went binding on its takeover at 520c. A2M creamed it up 6.8% after a better second half and ANN bounced 3.8% on cost cutting effort paying off.Nothing on the economic front.US Futures up slightly in birthday celebrations.—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 equities closed mixed on Friday following the release of the inflation report which came in just slightly lower than the market was expecting. US CPI rose 0.2% in January, reflecting a gain of 2.4% on an annualised basis, while a 0.3% MoM gain was expected.   The S&P500 rose just above the flat light, up 0.05%, the Dow Jones flat, just 0.1% higher, while the Nasdaq declined 0.22%.  What to watch today:  Locally, the ASX200 is set to gain 0.58% at the open this morning, ahead of the release of key earnings results from big names reporting today:JB Hi Fi (ASX:JBH) has just released their half year results this morning, with total sales and NPAT both up more than 7%, EPS increased by 19cps to 279.7cps from HY25 and an interim dividend of 210cps, up 23.5%, representing 75% of NPAT. Bell Potter currently have a Buy rating on JBH.The a2 Milk Company (ASX:A2M) posted a 18.8% rise in revenue and lifted FY26 guidance, as well as an interim dividend of 11.5cps fully franked. It's share price will be on watch today. Ansell (ASX:ANN), Aurizon Holdings (ASX:AZJ), BlueScope Steel (ASX:BSL) and New Hope Corporation (ASX:NHC) are also set to report today.As for what Bell Potter are looking at today: Following Nick Scali (ASX:NCK)‘s first half NPAT up 11% above expectations, Bell Potter maintain a Buy rating, however have lowered their price target by 11% to $25.00 due to softer growth into the second half, earnings revisions and the rising interest rate environment. And one to watch in the resources sector following the release of first half earnings is Northern Star Resources (ASX:NST). Bell Potter maintain a Buy rating and have increased their 12-month price target from $31.10 to $35.00. At the current share price of $28.37 this implies 23.4% share price growth in a year.  In commodities: Crude oil is up to US$62.89 per barrel, with a second straight weekly decline, amid persistent oversupply concerns. The International Energy Agency reiterated that the market is likely to face a surplus of just over 3.7 million barrels per day in 2026. The price of gold is up almost 2.5% to US$5,043.92 per tonne, as softer-than-expected US inflation eased pressure on Treasury yields and weighed on the dollar. Iron ore is down to US$99.66 and over the past month, Iron Ore's price has fallen 7.45%. So keep watch of iron ore miners this week as BHP Group (ASX:BHP) reports tomorrow.To end, AUD$1.00 is currently buying US$0.70. 

The ASX 200 missed it by this much. Closed up 29 points to close at 9044 (0.3%). Banks were once again the stars of the show as the ANZ result kicked it higher, up 8.5% with the Big Bank Basket up to $306.63 (+4.8%) a new record close. Other financials were sold down hard as AMP results bombed with investors, the stock falling 26.7%, ZIP dipped 5.8% and CGF fell 6.0%. Insurers also under pressure again, QBE down 2.0% and MPL falling 2.2%. Industrials also fell in a heap, are we really at record highs? ALL down 3.9% and JBH losing another 1.0% with REITs under pressure again, GMG down 1.7% and SCG off 5.3%. ‘Old Skool' platforms, again in the doghouse, REA down 3.3% and CAR hitting a speed bump off 5.3%. Tech stocks were horrible again. It continues to cascade lower, the All-Tech Index down another 6.7% with WTC falling 6.6%, XRO heading that way, down 8.4% and TNE off 6.9%. Healthcare checked into A&E as CSL fell another 6.9% with RMD dropping 2.6% and PME being sold down 23.9% on disappointing numbers.In resources, gold miners mixed, lithium stocks better, PLS up 3.8% and MIN pushing 1.4% higher. BHP and RIO doing well on copper prices, uranium struggling, LOT down 7.2% and PDN up 0.7% on better results.In corporate news, TPW were smashed down 32.6% on disappointing numbers and increased discounting. AMP dropped and ASX fell 1.7% after its better-than-expected revenue, wiped out by expenses. BRG saw record EBITDA and popped 1.7% higher.On the economic front, Michele Bullock got a grilling from one Senator.US futures Dow up 157 points and Nasdaq up 46.—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 soared today as CBA delivered in spades, the index rising 147 points to 9015 (+1.7%). How things have changed around since ‘shambolic' Friday last week. Up over 300 points since then! CBA beat forecasts and drove the banking sector higher. Not often that you see a 6.8% rise in CBA. NAB up 3.4% and the Big Bank Basket up to $292.52 (+5%). Insurers bounced back a little, SUN up 0.6% and MQG jumped 2.7% on broker comments. REITs under a little pressure with GMG down 1.0% and SCG off 0.5%. Healthcare in ICU today as CSL managed to top its shambolic CEO news with a bad set of numbers and dropped 4.6%. Some bargain hunters saving it from a worse fate. RMD dropped 4.7% as it went Ex-Dividend. Industrials were better, retail rose, JBH up 1.3% and WES up 1.0% with SGH also up 3.6% on better than expected numbers. Utilities better and ABB soared 14.8% on its deal with AGL. JHX also beat expectations and rose 10.9%.In resource land, BHP up 1.6% and FMG doing well, up 2.3%. Gold miners started slow but ended up, EVN produced a good set of numbers and strong cash generation. Up 8.9%. NEM rose 2.4% and SBM up 10.5%.  Lithium stocks improved slightly and uranium stocks off the bottom. Rare earths bounced, three-year highs in the underlying starting to feed into the sentiment. In corporate news, results featured strongly, ASX CEO has quit, DMP has a new pizzaiolo. GQG slipped again on fresh FUM.On the economic front, all eyes on US NFP, here we saw first home buyers loans jump the most since 2023!US futures Dow up 141 and Nasdaq up 111.—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 started strongly, but wilted in the summer sun, up only 17 points at 8887 (0.2%). Part of the reason was the banks which fell as ANZ Consumer sentiment slid on rate rises last week. WBC and ANZ in trouble with around 2% falls, CBA down 0.7% with the Big Bank Basket down to $278.71 (-1.0%). MQG gave up early strong gains, up just 0.8% on a solid update. Insurers were bashed as OpenAI released a new insurance app in the US. Much like Compare the Market her. Brokers punished, AUB and SDF down significantly. Other financials solid, SOL up 2.2% and ZIP rallying another 6.1%. REITs solid, GMG up 1.2% and Healthcare was solid with CSL up 1.8% ahead of the results. Retail mixed, JBH down another 1.5% again, tech better and showing some signs of life, WTC up 2.6% on a Macquarie report, XRO up 2.2% and the All- Tech Index up 2.2%. Data centres doing better, NXT up 3.4% and MP1 up 2.6%. In resources, BHP up 1.1% and RIO doing ok, Gold miners were mixed, NEM up 1.6% and GMD rising 2.8%. Lithium stocks better on a PLS price floor deal. Uranium stocks doing well too today, PDN up 5.5% and BMN up 10.9%. Oil and gas flat. In corporate news, EOS soared 11.8% on a rebuttal to the Grizzly.  NEM has flagged a Barrick IPO and TWE came to an agreement on its US distribution arm. CSL's head honcho to retire immediately. Results tomorrow!Asian markets - Japan up 2.2%. New record high. China unchanged and HK up 0.5%US futures Dow up 19 and Nasdaq down 18. 10-year yields ease to 4.85%.—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 ASX200 rose 161 points to 8870 (1.9%) as we wait for the next catalyst. US futures are slightly positive, but it's a big week for earnings. CBA and CSL Wednesday. Banks were firm with CBA up 0.6% and the Big Bank Basket up to $281.52 (1.0%). MQG rallied 2.4% and other financials also doing well. ZIP up 3.8% and PPM rose % after a NBIO from CGF. Insurers rose too. REITs had a much better day, GMG jumped 6.5% on data centre outlook and SCG rose 1.8%. Industrials were firm, WES up 1.4% with CAR beating expectations, and rising 9.9%. Retail bounced, although JBH failed to get the memo. ALL up 2.4% and FLT bounce 6.2% in sympathy with WEB. Tech bounced but not really that convincing, WTC up 3.6% and XRO steadied up 1.4% with the All-Tech Index up 3.7%.Resources saw money flood back in, BHP up 2.3% and FMG rallied 2.6% with gold miners better. NEM up 6.5% and NST rallying 3.6%. Lithium becalmed but copper and base metals did ok. SFR up 4.4% with ILU running hot. Uranium too glowing on US AI spend, LOT up 10.6% and DYL rallying 8.2% with coal also a merry old soul. In corporate news, WEB rallied hard as the company clarified the Spanish Inquisition. Up 18.6%. No one expected that. BVS also doing well on a guidance update, rallying 29.4%. SEK took a $356m impairment against its Zhaopin business in China. ARG slightly higher after a profit of $130.8m in the first half, and lifted its fully franked interim dividend to a record 18.5c.In economic news, locally Household spending fell by 0.4% in December in nominal terms. The PBoC injected a total of 600bn yuan via a 14-day repurchase agreement late last week, ending a two-month hiatus.Bitcoin up to $71716.Asian markets flying on Japanese election result. Japan up 4.3%. New record high. China up 1.4% and HK up 1.6%US futures - Dow up 60 and Nasdaq up 48. Superbowl dominating.10-year yields firms to 4.86%.—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 180points today to 8691 (2.0%). Biggest loss since Liberation Day! Across the board losses and no rally in sight this afternoon. Is this the climax of the selling? No where to run, no where to hide, Materials fell hard led by BHP down 3.1% as copper came under pressure in Asia, RIO held up on news the Glencore deal is off, FMG dipped 1.2%. Gold miners fell, although it could have been worse, NST down 1.7% and NEM off only 4.9% with uranium stocks falling hard too on AI trade impacts, LOT dropped 27.8% as it raised money, PDN fell 10.9% and oil and gas stocks fell, WDS down 1.6% and WHC down 4.1%. BPT continued to fall after the results yesterday. Lithium and other base metal stocks also fell, LYC down 3.2% and PLS off 1.2%.Banks were holding up for a while, before gravity took over WBC down 1.2% and NAB down 1.6%.  The Big Bank Basket fell only 0.8% to $278.71.MQG dropped 2.2% and other financials under pressure, HUB off 6.1% and ZIP down 3.3%. Insurers eased and REITs dropped big time, GMG down 6.1% and SCG off 2.5%. Healthcare fell in a hole, CSL down 0.4% and COH falling 3.3% with RMD a bright spot. Retail on sale, JBH down 3.2% and WES off 1.3% with tech wrecked again, WTC down 4.7% and TNE off 5.0%. XRO trying to find a base. Escaping today. NXT dipped 3.9% and EOS down 16.2% and suspended on a research report from Grizzly.In corporate news, RIO and Glencore are now just friends. REA dived 7.8% on its results on lower listings, NWS dipped 5.4% too on results, TWE ditched 8.0% after a UBS report, down % and WEB crashed 29.5% on a Spanish audit. HMC did a strategic deal with KKR and still fell 2.7%. The ASX Tech sector is on track for a 13% fall this week! Down 4.4% again today.Asian markets eased, Japan up 0.8%, China up 0.2%, and HK down 1.3%US Futures down, Nasdaq down 185, Dow down 13610-year yields eases to 4.82%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 rallied 71 points to 8928 (0.8%) throughout the day as banks and resources rose in tandem. Tech was shattered again with the All-Tech Index down 7.1%. BHP rose 4.5% to be #1 again as copper bounced back and held gains. RIO up 4.3% and FMG managed a 1.7% rise. Gold miners too bounced back hard as bullion sprinted back over $5000. NST up 6.2% and NEM up 4.3%. Uranium stocks also in demand, NXG up 2.8% and LOT gaining 7.9%. Both STO and WDS rallied hard on crude price rises. Copper stocks were also firm, SFR up 1.2% and CSC rising 3.4%. Lithium a little depressed. PLS down 1.8%. Banks were hot, CBA jumped 2.6% and WBC up 1.5% with the Big Bank Basket up to $277.95 (%). MQG dipped 1.4% and financials fell, ZIP down 9.0% and NWL falling 7.8%. Industrials fell, JBH dropped 1.9% and ALL off 2.8%. Healthcare fell, RMD off 1.6% and COH down 2.5%. Tech was massacred with WTC down 10.7%, XRO smashed 15.9% after an investor day, TNE off 10.5% and 360 off 5.9%.In corporate news, YAL jumped 9.0% amidst Chinese coal demand. AMC rose 3.5% after reaffirming guidance. NEU in a trading halt pending an FDA announcement on NNZ-2591.Nothing on the economic front. Asian markets eased, Japan down 0.9%, China up 0.1% and HK down 0.2%US Futures slightly higher, Nasdaq down 20, Dow up 58 10-year yields steady at 4.86%Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 slipped 29 points lower to 8875 today on worries over Trump's move on Greenland. US futures turned lower, US physical markets closed tonight. Across the board losses led by the banks, CBA down 0.7% and NAB dropping 1.1% with the Big Bank Basket down to $271.82(-0.7%). MQG dropped 0.5% and other financials saw profit taking. Insurers also fell, IAG down 1.2%. REITs were mixed, GMG dropped 1.2% on tech worries. The All-Tech Index continues to be smashed, WTC down 4.4% and XRO heading that way. Off another 2.6%. Retail and industrials sold off too after the run last week. WES down 0.7% with JBH off 0.4% and TLS falling 0.8%. Utilities saw defensive buyers return, ORG up 1.0% and AGL pushing 0.8% better.In resources, gold hit close to AUD$7000 amidst geo-political risk. NST up 3.2% and EVN rising 3.1% with GMD rising 3.7% on broker upgrades. Rare earth stocks doing well again, MEI up 9.3% and LYC rising 5.2%. Copper stocks eased but found a level, iron ore majors were mixed, BHP down 0.5% and RIO up 0.8%. Uranium stocks were glowing red hot on short covering, PDN up 6.6% and BOE roaring 13.6% ahead. In corporate news, CCX had a trading update and rose 3.6%, NWH announced new contracts, down 2.7%, PNV reported H1 sales up 26%. A2M in a trading halt after a big move on Chinese birth rate diving. Down 10.6% before halt.On the economic front, Chinese GDP data came in as expected, 5%. What a surprise. Strong exports helped to compensate for weak consumer spending. Asian markets ease back, Japan down 0.9%, China off 0.2% and HK down 1%.Dow futures down 361, Nasdaq futures down 298 10-year yields higher at 4.73%. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 kicked another 49 points to 8809 (0.6%) as resources continue to soar, banks joined in too with the iron ore majors recovering. Some selling on the close knocked it off highs. CBA was up 0.5% with NAB flying 1.9% higher and the Big Bank Basket up to $272.19 (0.9%). Other financials and insurers also rallying, except GQG which fell 8.6% on latest FUM results. REITS also firm, GMG up 1.1% and SCG rising 1.2%. Industrials and healthcare were a little weaker, retail stocks under pressure, JBH down 3.0%, COL sliding 1.8% and TPW off another 2.7%.  MYR dropped 5.1% and BAP continued lower.  Tech stocks continued to ease, WTC eased 0.3%, XRO up 0.4%, but TNE down 0.8%. Resources were the drivers again, BHP up 2.3% with RIO bouncing back 2.2%. Gold miners were firm, EVN up 2.0% and NST up 3.6% with lithium stocks also doing well and rare earths in focus. LYC up 1.9% despite news that the popular CEO is retiring. Uranium stocks better and oil and gas weak, WDS down 1.7%.In corporate news, EDV fell 2.9% as it forecast pre-tax profits of between $400-411m. FBU reported a modest improvement in the outlook and ZIP dropped 7.6% on US credit card moves from Trump. 4DX in a trading halt with a placement at 380c.On the economic front, the ANZ-Roy Morgan survey on consumer sentiment was the weakest start to the new year in 15 years.Asian markets firmed, Japan jumped 3.4% on a potential snap election, China up 0.1% and HK up 1.1%. US futures down slightly.10-year yields steady at 4.70%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished the week up 40 points to 8628 for a 70-odd point loss for the week. Banks were firm, CBA up 1.8% and WBC up 1.3% as the Big Bank Basket rose to $274.68(+1.3%). MQG rose 1.5% despite a $35m fine for reporting short sellers. Insurers better. Financials generally better too. ZIP up 3.3% and CGF rising 3.1%. REITs gained slightly as CHC jumped 2.3% and GMG up 0.5%. Tech was a winner today, something we haven't seen for a while. WTC up 3.2% and XRO rising 2.3%. The All -Tech Index rose 1.5%. Industrials generally were firm, JBH up 2.3%, SGH rising 0.9% and SIG having a good day on a broker upgrade.Resources were mixed, BHP dropped 1.2% with FMG under pressure off 3.2% despite a good week for iron ore. Gold miners found their feet with GMD up 1.6% and VAU rising 1.3%. Base metals stocks also in demand, MLX up 4.4% and DVP rising 4.1%. WDS unchanged and STO off 2.1% with uranium stocks bouncing off lows. LOT up 18.8% and PDN up 9.3%. Even BOE rose 11.4%.In corporate news, CTD remain suspended and announced a 'skinny' update. 4DX soared 21.5% on a new US contract, WTC rallied after White was cleared of wrong doing by the board. ABB fell 1.4% after warning the competition regulator's new voice interconnection rates would cut earnings.In economic news, nothing locally, the BoJ raised rates to the highest in 30 years by 25bps. No surprise as inflation stays elevated.Japan raises rates as expected. Japan up 1.0% HK up 0.6% and China up 0.5%US futures – DJ down 93 Nasdaq up 2910-year yields steady at 4.76%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A quiet session on the ASX with the index rising 3 points to 8588. The banks held up with CBA rising 0.7% and the Big Bank Basket rising to $271.08 (0.2%). Insurers better too, other financials drifting lower, REITs better with VCX up 0.8% and SCG up 1.0%. Industrials mixed, ORG fell 2.5% with WOW and COL pushing around 1.0% better, retail was mixed, JBH up 1.6% and APE down 1.4%. Tech stocks making some gains after significant losses, WTC up 1.6% and XRO finding support up 2.5%. REA and CAR also finding support.Resources were mixed, gold miners gave back some of the gains with EVN down 1.1% and NEM off 1.5% with iron ore miners better, BHP moved 1.1% ahead with RIO doing well too. Lithium stocks gave back some gains and uranium stocks under pressure after BOE fell 24.6% on a Honeymoon update. DYL down 7.8% and PDN down 4.8%. In oil and gas, the big news was the surprise resignation of WDS CEO Meg O'Neill to take up the helm at BP. WDS dropped 2.7% on the news, STO rose 1.0% as crude rose.In corporate news, BAP rallied 15.5% from lows on the CEO resignation. APA rose 1.2% after selling 20% interest in GDI. BEN fell 1.5% on AUSTRAC news as it continues to investigate.On the economic front, NZ GDP grew at 1.1% last quarter.Asian markets weaker again, Japan down 0.2%, HK down 0.3% and China up 0.4%.US futures: Dow down 23 Nasdaq up 9110-year yields steady at 4.75%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 slipped another 36 points to 8598 (0.4%) as we wait for US data and Futures turned negative. Asian markets also under pressure as the AI trade sees air leaving. Banks slipped, CBA steady, WBC down 1.1% with the Big Bank Basket down to $271.96 (), other financials falling, ASX down another 2.9% with GQG off 3.1% and MQG bucking the trend up 0.2%, Insurers were firm, SUN up 0.8% and MPL rising 0.4%. REITs slid lower, GMG  down 0.1% and VCX falling 1.6%. Tech stocks in trouble again, WTC down 3.0% and XRO off 2.0% with the All-Tech Index down 1.6%. Retail fell, JBH down 1.0% and healthcare also under pressure. PME down 3.3% and COH falling on deaf ears, off 1.4%.Resources tried hard to hold up, gold miners saw profit taking again, NST down 2.4% and NEM off 0.6%. BHP and RIO went sideways, FMG dropped 2.8% and oil and gas stocks fell hard on crude prices, WDS down 2.3% and STO off 2.1%. Uranium stocks under pressure again on the AI trade. PDN off 4.8% and WHC falling 1.2%.In corporate news, REA fell 1.7% on news Google is entering the housing ad space. SXE rose 2.5% on a new order, DRO soared 22.2% on a $50m order from Europe. SGR unchanged after Steve McCann resigned. ORI up 2.8% after its AGMOn the economic front, ANZ- Roy Morgan Consumer sentiment  eased and two major banks predicted rate rises for February.Asian markets fell hard on AI fears, Japan down 1.3%, HK down 1.9% and China off 1.4%.US futures were down, Dow down 160 and Nasdaq down 168.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 started off the week down 62 points to 8635 (0.7%). Miners bore the brunt of the selling after a stellar week last week, with BHP down 2.9% and RIO falling 2.4% on lower iron ore and copper prices.  Gold miners too in profit taking mode after solid gains on Friday. GMD fell 5.4% and NEM off 0.9%. Lithium miners were also in profit taking mode as PLS fell 3.9% and LTR off 6.4%. Uranium stocks dropped hard as the AI trade in the US was called into question again, and thus the energy trade. NXG fell 4.5% and PDN down 4.7% with BOE off 8.2%. The banks were relatively calm as CBA fell 0.6% with the other three higher. The Big Bank Basket eased to $272.41 (-0.1%). Other financials eased, ASX under pressure following the ASIC reforms, GQG up 1.1% and SOL falling 1.2%. Insurers were generally better. Healthcare mixed as CSL stumbled 2.5% lower, TLX falling another 4.2%. REITs mixed, industrials mixed too. TLS down 0.8% and TPG up 1.8% with tech trying to find a base, WTC down 0.7% and XRO up 0.6%. The All-Tech Index up 0.04%. Retailers also found some bargain hunters, JBH up 2.3% and APE recovering 1.0%. In corporate news, TWE in a trading halt pending outlook statement. EOS jumped 28.9% on an US$80m order from South Korea. 4DX rose 9.9% on news of approvals in Canada. WGX announced plans to spin off non-core assets and FMG announced plans to buy the remaining shares in Alta Copper. Nothing locally on the economic front but Japanese factory sentiment improved opening the way to a rate rise this week. China announced its weakest retail numbers since Covid. Asian markets eased on US falls, Japan down 1.4%, HK down 0.9% and China off 0.2%.US futures were better, Dow up 160 and Nasdaq up 52.10-year yields steady at 4.72%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 finished the week on a very firm note up 105 points to 8697(1.2%). Up 0.7% for the week. Across the board gains, with banks surging as CBA rose 2.1% and NAB up 1.8% after its AGM. The Big Bank Basket rose to $272.70 (+1.8%). Other financials also did well, MQG bouncing 2.7% and insurers too better. QBE and SUN up over 1%. REITs bounced, GMG up 0.8% and VCX up 2.4% with healthcare too also doing well, CSL rallying 2.9% with SIG up 1.4%. Industrials better but not flying. Retail saw some shoppers out and about, JBH up 2.7% and MYR up 4.4% with losses in LOV and TPW continuing. Tech remained a sub-optimal place to be, TNE down 1.6% with XRO continuing to fall, down another 0.5% with the All-Tech Index off 0.2%.Resources again was the place to be. Gold miners soared as brokers started to amend forecasts for metal prices higher as 2026 comes into view. NST up 2.9%, GMD up 7.6% and NEM rising 5.7%. BHP and RIO also strong on copper exposure, and uranium stocks gained ground. PDN up 4.8% and DYL rising 4.9%. Lithium stocks were a little depressed.In corporate news, former ANZ CEO is suing the bank for his lost $13.5m bonus. ASB dropped 3% on news that Jim Chalmers will allow Hanwha to increase its stake to near 20%. 4DX jumped 8.8% on an options deal and BMC Minerals debuted.Nothing on the economic front.Asian markets pushed higher, Japan up 1.7% with HK up 1.4% and China up 0.1%. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 started in fine form after the Fed rate cut, but finished up only 13 points to 8592 (0.2%) as enthusiasm waned after the jobs data and US futures losses. A mixed picture across the market, CBA fell 0.7% as the other three rose, the Big Bank Basket unchanged at $267.77. MQG bounced 1.4% and other financials mixed. Healthcare stumbled into casualty, CSL dropped 1.6%, RMD down 2.3% and TLX dropped 2.1%. Retails also under pressure again, JBH off 1.5% and APE dipping 3.9%. PMV fell hard too off 5.2%. Tech remained under a cloud, WTC down 2.2% and XRO falling another 1.3% with 360 off 2.2%. The All-Tech Index fell another 1.4%. REITs made up some lost ground as bond yields fell on jobs data.In resources, iron ore miners pushed higher, FMG up 0.4% and RIO up 1.8%, with BHP up 1.3%. Gold miners were mixed, RMS rose 6.7% on broker comments, NEM also doing well, up 2.1%. Lithium stocks, a little depressed, and rare earths under pressure again. LYC down 0.9% and ARU off 8.2% as a large block trade went through the market. Uranium stocks slightly positive.In corporate news, IAG fell 1.2% after the ACCC knocked back its RAC QLD acquisition. AMP settled a class action and rose 1.1% with ORG up 0.4% on further expansion at Eraring. On the economic front, the jobs data came in below expectations although the headline rate at 4.3% remained unchanged.Meanwhile in Asia, Japan down 0.8%, HK flat and China down 0.6%. 10-year yields dropped to 4.72%. Nasdaq futures down 1.2%. Dow down 0.5% on Oracle. European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 wandered around again today, waiting for the Fed, closing down 7 points to 8579 (0.1%). Banks eased back slightly, CBA down 0.5% and the Big Bank Basket fell to $267.79 (0.4%). MQG sliding another 0.7% again with other financials easier. Insurers came back to earth, with QBE down 0.4% and IAG off 1.0%. Industrials were flat, retailers fell, APE down 2.3% and JBH off 2.3% with TPW continuing to slide, off another 3.0%. WES was a bright spot up 0.7%, maybe lithium exposure! Healthcare eased back too, CSL down 0.1% and COH off 2.5%. Tech fell yet again, WTC down 1.9% and XRO sliding further, TNE off another 1.3%. Interest rate sensitive stocks under pressure. QAN down 0.8% and TCL off 1.3%.In resources, iron ore stocks picked up, BHP up 0.5% and FMG up another 0.9%. Gold miners up as RMS announced a $250m buyback. NST up 5.1% and EVN up 4.5%. Silver stocks also having a good run. Oil and gas fell and uranium stocks rose slightly.In corporate news, SBM up 10.9%, it secured a strategic partner and funding for Simberi, DRO popped 16.2% on a LW article. 4DX jumped 6.0% on a new order in the US. GQG unchanged on FUM data.On the economic front, we had Chinese CPI slightly higher than expected.Meanwhile in Asia, Japan down 0.1%, HK down 0.5% and China down 0.8%.10-year yields higher at 4.80%.US Futures – Dow down 4 and Nasdaq down 28.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 39 points to 8586 (0.5%) after the RBA kept rates on hold as forecast. The index was down a similar amount before the 2.30pm announcement. Banks drifted lower, CBA down 0.6% and WBC off 0.6% with insurers staging a modest recovery, QBE up 1.2% and MPL rising 2.7%. MQG dropped another 0.9% with PNI falling 1.1%. REITs mixed, GMG down % with the rest of the sector better. Healthcare eased, CSL down 2.0% and RMD falling 2.3%. Retail stocks fell on the rates news, JBH off 1.9% and APE dropping 2.2% as SUL fell in sympathy with BAP, down 21.3% on another nasty trading update. Telcos slid lower, TLS down 0.6% and TPG with some issues fell 1.6%. Tech once again on the nose, XRO off 0.7% and TNE down 1.6% with 360 falling hard.In resources, iron ore stocks firmed, FMG up 1.7% and RIO flat. Gold miners drifted lower, PRU off 1.5% and NST falling %. Oil and gas stocks eased, uranium mixed, PDN and DYL to the good, LOT down to the bad. Lithium stocks holding, up but rare earths sliding back to earth.In corporate news, LTR dropped 2.3% on a new offtake deal, WAF fell 0.7% on drilling results.On the economic front, the RBA left rates unchanged. The board does not seem to be in a hurry to raise them either.Meanwhile in Asia, Japan up 0.2%, HK down 0.8% and China down 0.1%.10-year yields higher at 4.75%.US Futures – DJ up 9 points and Nasdaq up 10.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 slipped 10 points in quiet trade to 8624 (0.1%). Banks eased slightly with ANZ and NAB down around 0.7%. The Big Bank Basket up to $269.33 (0.3%). Other financials and insurers were firm, QBE up 1.1% and ZIP doing well, up 5.7%. Industrials wafted around, retailers fell with JBH and WES showing modest losses. REITs were slightly better, led by GMG and TLS had a good day as did REA. Technology stocks were mixed, WTC up 0.8% and XRO continuing to fall, off another 0.6%. The All-Tech Index rising 0.1%.In the miners, iron ore majors came under a little pressure, with RIO off 0.9%. Gold miners too were under some pressure as bullion drifted lower, NST down 1.4% and EVN off 2.1%. Lithium stocks were on a roll. PLS up 6.1% and LTR blasting 14.8% ahead on UBS upgrades and short covering. Uranium stocks down, modest losses only. BOE the exception falling 4.5%.In corporate news, NSR got an agreed bid from Brookfield-GIC at 286c. S&P have downgraded their credit outlook for ASX Ltd to “negative” from “stable”. TNE have backed the new CFO following his time with CTD.On the economic front, RBA meeting tomorrow, and almost a shoe-in for no change to rates. The AUD is trading at a 3-month high.Meanwhile in Asia, Japan up 0.5%, HK down 1.0% and China up 0.7%.10-year yields steady at 4.70%.US Futures – DJ up 18 points and Nasdaq up 66.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 meandered around waiting for the Test to start. At the close, the index was up 23 points to 8618 (0.3%) in a narrow trading range. Banks found some buyers with the Big Bank Basket rallying to $266.71 (0.8%) as ANZ continued higher, up 1.7%. Financials generally were on hold, REITs slid with GMG down 2.7% as higher bond yields took their toll after household spending showed renewed strength. Industrials too were wishy washy, ALL down 0.7% and COL off 1.7% with retailers falling, JBH down 2.1% and TPW falling another 2.4%. STP fell hard on a trading update. Tech stocks were slightly firmer, WTC did better after the investor day yesterday, up 1.7%, with 360 also better. The All-Tech Index drifted 0.3% lower.Resources were all about copper. BHP up 3.6% with RIO joining the fun and rising 3.9%. Gold miners slipped as a stronger AUD took its toll. Lithium stocks are also coming off the boil with VUL copping it on the capital raise and ex-entitlement. Oil and gas are modestly higher, with uranium stocks mixed. In corporate news, BEN is in the frame with job cuts, REG sold some aged care homes, and GEM updated the market on its former employee facing an additional 83 charges. On the economic front, stronger-than-expected household spending reignited rate rise fears. Asian markets, Japan recovered 1.8% with HK up 0.2% and China up 0.3%.10-year yields pushed higher again to 4.69%.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 gave up its strong start to close up 70 points to 8607 as the higher-than-expected CPI number took the top off things. It was a monthly number, so can be more volatile, but 3.8% was above RBA and economist's expectations. Banks were mixed with CBA steady as NAB and WBC dipped down. The Big Bank Basket rose to $266.89 (+0.1%). MQG had a good day, up 2.8% and wealth managers also pushed ahead, HUB up 1.9% and NWL up 1.3%. Insurers mildly positive, SUN up 0.8% with REITs mixed, GMG up 1.3% but elsewhere losses as bond yields pushed higher. SCG off 0.5% and CHC down 0.4%. Industrials were firm, WES up 1.9% with retail surprisingly strong, JBH up 1.0% and APE rising 1.4% with TPW crashing 32.3% on a trading update. Fast food also better, GYG and DMP doing well, Travel stocks also better, WEB up 3.4% and FLT gaining 2.3%. Tech stocks continue to stumble around, WTC down 1.2% and XRO off 0.1% with TNE falling 2.8%.  The All-Tech Index steady.In resources, iron ore stocks pushed higher, BHP up 2.0% and FMG up 2.4% with gold miners shrugging off early weakness to push higher, VAUDA did well, up 6.5% after the hedge book news, lithium stocks exploded, PLS up 7.2%and MIN up 3.0% with oil and gas better and small gains in uranium.In corporate news, Brookfield lobbed a bid for NSR at 286c. That is three bids this week. Debutante SEA rose 12.5% after a $20m IPO. EOS jumped 3.6% after a court penalty and DRO was up 8.5% again after its recent order.On the economic front, as above, the CPI was higher than expected at 3.8%. Chalmers and Bullock not happy.Asian markets were firm, although Taiwan in focus on fears of further Chinese aggression.10-year yields rose to 4.53% on CPI. AUD rose too.UK Budget today. European markets opening higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 managed to cling to small gains today, up 26 points to 8828 (0.3%).NAB fell 3.3% after results saw some profit-taking on low growth, WBC down 1.2% as it went ex-dividend. Insurers were better, with QBE up 1.7% and MPL up 0.8%, while other financials remained sloppy and weak.Industrials generally mixed — TLS up 0.6%, TCL up 0.8%, and ALL rising 1.3%, with WES slipping 1.2% again, and JBH falling 3.1%. Travel stocks also fell, WEB down 2.7% and FLT losing altitude, off 1.4%.One bright spot was LNW, up 8.2% on a better-than-expected quarterly. DMP also gained 4.7% as shorts covered, just in case. Tech was slightly firmer as WTC rallied 0.6% and XRO up 0.5%, with the All-Tech Index up %.Resources firmed — BHP up 1.6% despite iron ore falling again, RIO also doing well. Gold miners were better on a bullion price increase, NST up 2.8% and NEM rising 2.8%. Rare earths were still under some pressure, as was the uranium space, while oil and gas firmed, WDS up 1.6%.In corporate news, ZIP fell 4.2% after its AGM reaffirmed guidance — perhaps the market was looking for another upgrade. JHX tumbled again, down 12.7%, as it went into a trading halt and blamed index rebalancing for the earlier sell-off. TAH dropped 3.0% as Aware Super sold down, and AMC rallied 5.0% on first-quarter results.On the economic front, Balance of Payments data was released today, showing the seasonally adjusted balance on goods increased by $2.827bn in September.Asian markets - HK up 1.6% China up 1.3% and Japan bouncing 1.6% 10-year yields squeezed to 4.36%.US Futures, Nasdaq down 19. Dow up 13. Tesla vote tonight.European markets set for a flat opening.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped another 81 points to 8814 (0.9%) as the RBA kept rates unchanged as expected. Banks and iron ore miners synchronised falls, with the Big Bank Basket down to $295.15 (-0.4%). WBC saw buyers up 1.5% on broker comments post the result. CBA down 0.8%. Insurers and financials slid, MQG down 0.8% and QBE off 0.7%, with SOL continuing to flounder off another 1.7%. REITs under pressure again, GMG off 1.9% and SGP falling 1.1%. Industrials weaker with some exceptions, DMP, LNW and PWH in the green. WES lost another 0.8% with JBH off 1.9% and SUL falling 2.8%. Tech eased back again, XRO down another 1.6% and WTC falling 1.5%.In resources, iron ore miners under pressure with prices off in Asia. BHP down 1.9% and FMG dropping 2.7%. Lithium and rare earths seeing profit taking, LYC down 1.2% and MIN off 2.3%. Gold miners were generally steady. Oil and gas eased, WDS down 0.7%, and uranium stocks fell back to earth.In corporate news, GEM fell 13.0% on an earnings update, LNW to delist from Nasdaq, CCX jumped 8.8% on positive momentum in trade. NVX crashed 10.6% as Stellantis pulled out of its agreement.On the economic front, the RBA left rates unchanged. Capital Economics believes the Reserve Bank will still lower interest rates twice next year, with the first reduction coming in the third quarter.Asian markets mixed, HK up 0.2%, China down 0.4% and Japan down 0.5%. 10-year yields 4.34%. US Futures easing back, Dow off 189 and Nasdaq falling 218.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped another 41 points to 8886 as interest rate sensitive stocks fell and WES dropped 7.1% on AGM comments. Banks held firm as we await details from APEC on the Trump/Xi Meeting which was all over in 90 minutes. The Big Bank Basket held at $289.37 (+0.1%), with insurers slipping and financials a little wishy washy. REITs tumbled as rates rose, GMG down 1.3% and SCG off 2.9% on rate rethink. Industrials were also weaker, ALL fell 2.2% with WOW gaining 3.3% at the expense COL down 2.6%. REA continued to fall, down 2.6%. TLS off 1.4% and tech stocks fell again, XRO down 2.6% and WTC down another 2.6%. TCL slid 2.4% with JBH under pressure following a trading update. CSL found some friends, up 5.2% but RMD and COH fell.In resources, a mixed picture, gold miners were spotty. Some ok, some not, NEM gained 1.3% and RRL up 1.2% with uranium stocks still in fashion (for now). PDN up 5.9% and lithium stocks benefitting from broker upgrades to the lithium price. PLS up 5.4% and LTR gaining 11.2%.In corporate news, MIN soared 13.7% on much better-than-expected results, UNI fell 4.3% after an update and L1G returned to trade after capital raise and soared 11.7%. CIA also doing well on a quarterly in the iron ore space, up 9.9%. JHX fell 3.1% after losing the chair to a vote.In economic news, the BoJ held rates unchanged, Trump met Xi for 90 minutes to talk trade. Not sure that is long enough to really get into the ‘nitty gritty', but China seems to be happy to buy soybeans. Tariffs reduced from 57% to 47%. Not a huge deal really.Asian markets mixed, HK up 0.1% China down 0.3% and Japan up 0.5%10-year yields 4.23%. US Futures not doing much really. Yet.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell 12 points to 8959 (0.1%) in quiet trade again ahead of the US reporting season. Down 29 points for the week. Banks were firm as CBA rose 0.6% and NAB up 0.6% with ANZ being in trouble for its culture again. The Big Bank Basket rose to $286.43 (0.5%). MQG lost 0.8% on a GS downgrade. L1G continued to fly following its FUM and merger with PTM. NWL rose 5.3% as a broker upgraded. ZIP ran 2.1% and PNI rose 3.5%. REITs steady, industrials were better, QAN up 1.9% and JBH rising 2.3% with some tech stocks rallying, TNE up 2.4% and XRO finding some support rising 1.2%. The All-Tech Index up 1.3%. TLS continued to push higher. Resources were under pressure with BHP down 2.1% and RIO off 1.7%. Gold miners suffered as bullion dropped back below $4000. NST down2.1 % and NEM off 2.9%. Most gold miners rallied off earlier lows. Rare earths also came in for some profit taking as its Friday. LYC down 3.8% and ILU off 3.2%. Lithium stocks slipped too. No good news in oil and gas either, WDS down 1.2%. Uranium stocks mixed, DYL up 2.5% and PDN off 1.6%.In corporate news, MIN saw a new NED, DGT gained 1.3% on the CEO stepping down. MAC to be delisted following the Harmony Gold takeover. In economic news, Michele Bullock appeared before a Senate Committee. Asian markets ease, Japan down 1.2%, China down 1.4% and HK down 1.1%. 10-year yields up to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 kicked another 42 points higher at 8987 (0.5%), heading towards records. Banks were solid, CBA up % and ANZ up %. The Big Bank Basket up to $288.49 (+0.4%). Wealth managers kicked too, MQG up 1.8% and NWL rising 1.0%. Insurers slid slightly, QBE down 1.4% and MPL off 0.8%. REITs ok, DGT pushed 11.7% higher on a company upgrade. Healthcare was once again doing ok, CSL up 0.8% and RMD up 3.0%. Tech also rallied, WTC up0.3 % and XRO finding buyers up 1.7%. Retail better too, JBH up 0.8% and APE rose 17.9% after trading resumed on the Canadian acquisition.Resources were flying in places, LYC up 3.1% and MEI up 14.3% on an announcement, Gold miners took a moment, NST down 1.7% and EVN off 1.5%. The Big Three iron ore miners rose slightly with oil and gas down, STO off 2.2% and uranium taking a pause. Lithium stocks gained again, PLS up 2.4% and IPX up 3.9%. In corporate news, TLS fell 0.6% on a $18m fine from the regulator. KLS rose 1.4% as some ferry launches were pushed back. MSB surged 8.7% as its Ryoncil got formal recognition. Nothing on the economic front. Asian markets better, Japan up 1.8%. HK down 1% with China closed.10-year yields steady at 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 has finished the day down 81 points or 0.9%. Ending on the session low as the midday inflation linked sell-off continued into the close. Financials worst as yesterday's Big Four rally evaporated. Banks down between 1.4% and 3.2%. MQG down 1.8%. Insurers escaped, most flat. Stock market stocks mixed but mostly down. GQG flat. PTM -2.1%. HUB -3%. Health Care, Discretionary Stocks and Tech stayed under pressure. CSL down 1.3%. PME and TLX reversing strong sessions yesterday. Both down over 3%. No major damage in Discretionary names as the prospect of even one rate cut was slightly dampened. JBH and HVN only down around 1%. GYG worst down 3.1%. WTC worst of the tech names. Failing to recover from its results drop. TNE best up 1.2% on positive broker commentary. CDA also in the green as defence stocks rose. DRO now up over 13% in two days.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rallied another 35 points to 8846 (0.4%). Gold once again the star of the show with good gains again in the sector. NST up 3.2% and GGP up 4.4% some of the stand outs. LYC had a great day following an ASA Presentation up 8.0%. Other critical metal and rare earth stocks also finding friends. ILU up 3.4% and VUL up 3.3%. Iron ore stocks mixed, FMG gave back some of the gains from yesterday down 1.1%. Oil and gas stocks slid, STO down 0.9% with uranium stocks doing better again today, PDN up 2.4% and LOT up 2.3%. Banks were back in demand today, CBA up 0.8% and NAB doing well with the Big Bank Basket up to $283.07 (0.8%). SOLDA put on 2.1% with insurers mixed. Industrials mixed too, CPU dropped 2.1% with QAN down 1.1% and supermarkets also seeing selling. Retail was mixed, MYR dropped 25.0% on results, JBH up 1.2%. Tech uninspiring, WTC and XRO going nowhere fast. In corporate news, CTT founder has been back buying stock. TLX rallied 9.2% on good news on transitional pass-through payment status. AEL in a trading halt raising $150m.Nothing on the economic front. Japan closed for a holiday. HK hit 1.3% and a Typhoon. China down 1.1%.US futures slightly mixed. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 gave back 37 points to 8936 (-0.4%) as most sectors slid. Banks were relatively flat with the Big Bank Basket at $282.39 (-0.5%). Other financials lost ground, NWL down 3.2% and HUB continuing to fall off 5.5%. Insurers were under a little pressure, with REITs lower too. GMG slipped 0.4% and ASK fell 6.2% as the bidder pulled out. Industrials slid, WES off 0.8% and TCL down 1.1% as retail weakened, JBH off 1.1% and PMV down 2.3%. WEB fell 5.7% on results, while COL rallied hard, up 8.5% on an earnings beat, with WOW following suit, up 2.5%. REA and CAR slid lower as tech was generally mixed — WTC up 4.5% and XRO again slipping lower, down 1.1%.In resources, FMG disappointed the market, sliding 3.9% on the lowest dividend in seven years, BHP fell 1.1%, and MIN dropped 5.2% as profit-taking emerged in lithium stocks. Gold miners were mixed, VAU up 5.% and CYL rallying 7.2%. Uranium stocks performed better, with PDN up 6.5% and DYL rising 6.9%. STO also put on 2.1%.In corporate news, SCG ran 1.5% on solid earnings, VEA fell 1.9% on weak refining margins, and NAN rose 15.1% after a 59% increase in profits. TYR fell 2.5% on NPAT dropping 30%.In economic news, RBA minutes were released today. The Board acknowledged risks in both directions. Personal insolvencies climbed 7.9% in the June quarter, with 3,179 Australians entering bankruptcy or debt agreements.Asian markets were mixed — Japan down 1%, HK down 0.3%, and China unchanged. European markets are opening flat. US Dow futures down 35, Nasdaq down 30.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 back below 9000 to 8967, down 52 points (0.6%) as results weighed after a long week. Banks remained firm with WBC up 0.7% and NAB slightly firmer, the Big Bank Basket drifting to $288.16 (-0.2%). Other financials also drifted lower, GQG fell 3.0% after early gains. Insurers firmed, ASX fell 2.1%, and ZIP soared 20.2% on better results. REITs were under pressure as GMG fell 4.8% on broker comments, SGP and CHC both better. Industrials slid, BXB saw some profit-taking, QAN dropped 2.1%, and ALL off 1.7%.Retail stocks also eased back, PMV down 4.0% and JBH falling 1.6%. GYG collapsed 18.2% after the results and a trading update. CTD in a trading halt awaiting some material news. Tech stocks eased back too, WTC down 1.8% and XRO continuing to fade. Down 0.6%. The All-Tech Index up 0.2%. WOW and COL under pressure. CSL resumed the downward momentum, off 4.2% as TLX trundled higher.In resources, BHP slightly lower, RIO fell 1.1%, and gold miners were mixed. WAF up 3.3% and VAU up again post results. Lithium stocks fell, PLS down 4.5% and MIN off 3.2%. Uranium stocks better, PDN up 4.3% and DYL rising 3.8%. Oil and gas firmed, coal stocks eased.In corporate news, ING dropped 20.3% as Woolies contract took its toll, HLS rallied 18.6% after results, AX1 dived 17.8% on disappointing sales growth, MVF fell 13.7% on disappointing profits and outlook.Nothing much on the economic front.Asian markets mixed again, Japan flat, China up 1.7% and HK up 0.5%European markets opening flat. US Dow futures down 18 Nasdaq down 32.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped 63 points to close at 8896 (0.7%). CSL falling 16.9% on restructure and disappointing guidance, responsible for most of the loss. Banks edged higher post results, CBA up 0.5% and NAB gaining some broker love, up 0.8% with the Big Bank Basket up to $281.67 (+0.6%). Insurers sold off again, QBE down 1.2% and SUN off 2.1% with other financials flat, CGF doing well up 2.6%. REITs firmed with DGT up 0.4%. Industrials mixed, retail firmed, JBH back up 2.3% with CTD up 0.9%. ARB results today and the market liked them rising 8.6%. QAN dropped 1.2% after the record fine yesterday, TPG fell 2.3% after a cyber incident, tech was mixed, XRO recovered slightly up 1.7% and WTC slid 0.7%. The All -Tech Index up %.In resources, BHP numbers were solid, the dividend beat forecasts, up 1.6% and some renewed interest in rare earths, LYC up 2.2% and ILU putting on another 1.9%. Gold miners drifted lower and BSL results failed to impress off 1.9%. SGM was another casualty on results falling 5.7% on Chinese scrap issues. Oil and gas stocks fell, STO revealed that DD had failed to come up with a definitive offer, WDS dropped 2.8% on its results and uranium stocks flat.In other corporate news, JDO rose 0.3% on better numbers led by cost cutting. RWC fell 6.7% despite a 13.5% rise in FY net profits. SEK jumped 8.0% after an increase in revenue beating expectations.On the economic front, Australian consumer sentiment jumped 5.7% in August to 98.5, the highest level since February 2022, according to the Westpac-Melbourne Institute survey. Asian markets mixed, Japan down 0.2%, HK up 0.1% and China unchanged. 10-year yields better at 4.32%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 touched 8900 (nearly) before profit-taking crept in as jobs data was better than expected. The index closed up 47 points at 8874 (0.5%). ‘Super Thursday' with results dominating. Banks were mixed as CBA continued to struggle, down % with the Big Bank Basket at $274.63 (+0.6%). WBC results were solid and, given its relative value to CBA, rose 6.3%. Other financials firmed, MQG up 1.7% and insurers doing well, SUN up 3.6% on better-than-expected results. GQG rallied 3.2% with XYZ up 2.4%. REITs firmed, GMG up 1.4% and MGR rising 1.8%. Industrials mixed, CPU rose 1.7% on broker comments, WOW and COL firm, WES up 0.8% and JBH rallying another 1.8%. JHX had a good session, up 4.0%, and REH jumped 4.3%. ORG also did well on better-than-expected results and a guidance upgrade, up 6.3%.Resources mixed as iron ore players folded, RIO crashed 3.7% with BHP down 0.5% and FMG losing 1.7%. Gold miners were mixed, NST up 1.2% and EVN falling 0.6%. Some buyers appeared in lithium stocks, although LTR were clawed 9.1% lower as the SPP letter was sent out. PLS up 0.9% and MIN up 0.7%. Uranium mixed, PDN up 1.7% and BMN down 1.6%. Coal stocks fell and oil and gas stocks were becalmed.In corporate news, TPW was a stand-out on the numbers and growth projections, up 8.8%. WBC had its best day in five years, S32 dropped 5.2% on issues with power in Mozambique and a write-off, and PME rose 6.2% after profits came in line with expectations.On the economic front, unemployment eased slightly and RBA maybe on hold for longer. Asian markets mixed, Japan saw some profit taking down 1.3%, HK down 0.4% and China up 0.2%.10-year yields steady at 4.21%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 hit a new record high, up 36 points to 8881(0.4%) as the RBA cut rates as expected. Banks pushed higher with the Big Bank Basket at $284.55 (+0.6%), CBA on pause ahead of results tomorrow. ANZ the standout up 2.2% with other financials firm. ASX up 0.9% and insurers fighting back, QBE up 2.1% and SUN bouncing 2.9%. REITs were mixed but generally up, CHC up 0.8% and SGP up 0.2%. Industrials mixed, JBH bounced well on analyst reports, SGH fell hard on a disappointing outlook. XRO dropped 2.2% as tech went now here with the All-Tech Index up 0.2%. REA fell 0.5% with CAR up 5.0% on broker comments post results. BXB under a little pressure down 1.5%. Resources were mixed, lithium stocks gave back some of the gains from yesterday, LTR down 8.0% and PLS down 0.9%. Iron ore stocks better, BHP up 1.0% as futures in Asia remained firm, FMG up 1.2%. Gold miners mixed as the tariff chaos works through the market. Oil and gas stocks mildly higher, Uranium stocks fell again, DYL in deep red down 3.8%. Coal stocks better, WHC up 2.8%.In corporate news, SGH disappointed, SWM down 6.7% on results, 360 did well on results and a C-Suite change, SGR announced a new deal for Queen Street and rose 23.6%. OML appointed a new CEO from SBS. On the economic front, the RBA cut rates and remains cautious. Asia markets heading higher, Japan at record, up 2.2%, China up 0.5% and HK flat.10-year yields steady at 4.25% Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 marched another 38 points higher to 8845 (0.4%) led by the banks and resources. CBA up % leading the charge and the Big Bank Basket to $282.97 (+1.2%). WBC up 1.9% with MQG down 0.3% and insurers still suffering from post QBE fall out. Financials a little lacklustre, PNI down 2.8% and XYZ giving back Friday's gains. ZIP down 2.7%. AMP smacked 7.2% lower on broker downgrades. REITs firmed, DGT up 9.1% on certification news, with CMW up 2.3%. Industrials becalmed, ALL down 1.1%, WES fell 1.8% and retail under pressure following JBH off 8.4%. Slightly disappointing numbers and CEO to retire. WEB fell 4.3% and LNW bounced 3.6%. Tech mixed, XRO continue to drift lower, off 1.3% and WTC up 0.7%. The All-Tech Index down 0.6%.In resources, it was all about a lithium renaissance following news that CATL is closing a large mine for three months, LTR rallied 18.3% despite recent cap raise, PLS boomed up 19.7% and MIN up 12.2% as shorts were forced to cover. Gold miners under a little pressure on the switch to lithium, NST down 1.8% and NEM off 1.1%. Uranium stocks showing little interest and WDS up 0.7% with STO extending DD to ADNOC and fell 0.1%.In corporate news, CAR held steady after in line results. Not even a special dividend could save JBH as valuations look toppy, IRE disappointed on results, falling 7.2%, iron ore futures in Asia jumped 1.4% as several steel mills in China will be forced to close next month on pollution concerns. BHP up 1.2% and FMG up 3.0%.Nothing on the economic front as we await the RBA tomorrow and US CPI this week.Asian markets better, Japan up 1.9%, HK up 0.1% and China up 0.6%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 fell slightly off record highs to 8831 off 12 (0.2%).  A mixed session with banks slipping a little, CBA down 0.5% and the Big Bank Basket at $281.90 (). Financials dragged lower, MQG down 0.8% and ASX falling hard, off 8.6%, on cost blow outs on CHESS and other issues, AMP rose 4.8% after a broker call rethink on results. REITs firm, SCG up 0.8% and SGP up 0.9% with industrials mixed, BXB down 3.3% and QAN off 1.1% as retail stocks firmed, JBH up 1.8% and ALL up 1.5%. Travel stocks better, FLT up 3.1% and WEB rising 2.3%. LNW fell 2.0% on plans to end Nasdaq listing. Tech better, WTC up 0.9% and TNE pushing on another 0.8%. Resources were a mixed lolly bag, iron ore weaker, gold miners better on a post Diggers glow. NST up 1.5% and NEM up 1.0% with WGX raising guidance and rising 5.1%. Lithium major PLS up 3.8% with LTR in a halt as it raises around $266m at 73c. Rare earth stocks still in demand. Oil and gas, becalmed, uranium stocks firmed with BOE starting to recover. PDN up 3.4% and coal stocks moving higher. In corporate news, the government has invested $50m in LTR, NEU hitting highs on Daybue sales in the US. On the economic front, reciprocal tariffs are now in. Local BoP figures showed a rebound to a $5.4bn surplus on stronger coal and gold exports. Asian markets firmed, Japan up 0.6%, HK up 0.6% and China unchanged. 10-year yields steady at 4.24%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 stormed higher to finish up 73 points or 0.8%. New record high. Up 2% in the last two sessions as every major sector save for Utilities finished in the green. Resources and Energy led thanks to a broad-based rally across all major commodities. Iron ore, copper, gold, uranium, oil stocks all running hot. Gold best despite bullion falling 0.4%. Stronger USD to blame. Lithium mixed as some profit taking crept in.Discretionary Stocks followed. Resuming their recent uptrend. Two big up days now on the trot. WES and ALL up 1.6% and 1.9%. JBH down 1.3%. Breaking its six-day win streak. REITs strong as CWL, CIP and BWP all reported. CIP best up 3.4%. Banks in the mid-pack thanks to the CBA up 1%. ANZ missed out only rising 0.1%. MQG (+0.5%) still going sideways. Tech similar despite the weak Nasdaq lead. Health Care up 0.55%. CSL (+0.9%) and PME (+1.1%) both up while RMD (-1.5%) took a break. NAN rose 4.6% on FDA approval news while TLX (+0.3%) failed to bounce despite brokers saying enough is enough.REA finished up 6.9% on full year results. Best in the Top 100 with NWS (+5.1%) close behind. Reporting earnings up 14%. PNI shot up 9.5% on excellent FUM numbers. Best in the Top 200. Dow futures up 0.4%. Nasdaq up 0.3%. Bond yields up since the open. China slightly higher while Japan is up 1%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Cracking day with the ASX 200 up 107 points to 8770 (1.2%) as banks, tech and resources fired simultaneously. US markets were the catalyst, but local enthusiasm was the fuel. The banks roared ahead with CBA up 1.4% and the Big Bank Basket up to $280.63 (+1.0%). Financials generally firm, QBE up 2.4% and MPL rising 1.6% with XYZ up 3.0%. REITs too firm, GMG up 1.5% and SCG rising 0.8%, rate cut hopes helping the whole sector. Industrials also finding buyers, retail firmed, JBH up 1.8% and WES up 2.8% with SGH up 1.3% and FLT bouncing 1.5%. Tech stocks better too, WTC up 0.8% and XRO rallying 0.7%. Utilities were also form, ORG up 1.4%. In resource land, gold miners popped some corks, NST up 1.0% and NEM rising 4.1%. Rare earth stocks got a boost from media reports that a floor price would be put in place for product, LYC up 5.2% and ILU charging 8.7% ahead. MIN had a good day too. The iron ore sector was modestly higher, FMG up 0.5%. Oil and gas saw some buyers, BPT up 3.0% and WDS up 1.4% with uranium stocks slightly firmer. In corporate news, EOS went crazy on a big EU laser order, up 43.4% CCP defied the gloom and knocked the lights out, up 16.2% and ASB got a government tick pushing 7.9% higher. TPG announced that shareholders will be given cash back following the recent sale of its fibre business. TLX smashed 8.5% on higher operating costs.On the economic front, ANZ– Roy Morgan consumer numbers were very positive. Asian markets firmed, 10-year yields fell to 4.22%. US futures slightly firmer.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fell hard down 81 points to 8663 (-0.9%) to close the week, pretty much where it started. Banks which had been holding their end up, succumbed to gravity with CBA down 1.6% and NAB falling 1.2% as the Big Bank Basket dropped to $277.82 (-1.3%). MQG fell hard down 1.7% with insurers also under pressure, QBE down 1.3% and SUN off 1.5%. REITs eased back, GMG down 1.5% and SCG off 0.5% with industrials weak across the board. WES fell 0.9% and ALL down 1.2% with patches of green in retail, JBH up 0.8%. FLT bounced back a little up % and QAN up 0.3%. Tech stocks smacked hard, WTC down 2.6% and XRO falling 3.5% with the All-Tech Index down 1.8%. Healthcare hit with CSL down 2.5% on tariff news.  Resources which have been hurtie all week saw some buyers return. Iron ore picked up in Asia, BHP unchanged and FMG up 1.1%. Rare earths saw some buying LYC up 3.3% and MIN up 4.4% in the lithium space. PLS too rallied 4.1%. Gold miners fell, EVN down 0.8% and NEM off 0.5%.  Uranium stocks tried to find some support after the fallout of the BOE downgrade this week. PDN up 0.5% BOE down another 2.0%. Oil and gas flat.  In corporate news, SGR dimmed 16.5% on news that the Brisbane deal was off. RMD up 1.0% on better-than-expected quarterly. SOL and BKW reported with decent dividends and a step closer to a marriage. DOW unchanged despite a new contract and BGL fell 4.3% on production worse than expected. In economic news, local PPI rose 0.7%. NFP tonight from US. 147k is the number.European futures down 0.6%. US Futures Dow down 166 and Nasdaq down 100Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 fought back from early losses to close down only 14 points to 8743 (0.2%). Banks back with CBA up 0.5% and NAB rising 1.1% with the Big Bank Basket up to $281.36 (+0.5%). Financials firmed, HUB up 1.6% and QBE firing 0.5% ahead. REITS better, GMG rising 0.6% in better data centre hopes, Industrials firmed again, BXB up 0.6% and retail doing well, JBH pushing another 1.3% ahead, ALL bounced 2.4% with travel stocks under pressure as FLT downgraded guidance, off 7.3%. WEB fell 2.2% in sympathy. Tech rose as US tech led the way, WTC up 1.0% and TNE ahead by 1.9%. The All-Tech Index up 1.2%. Resources under pressure again as iron ore slid under $100 in Asian trade on Chinese PMI. BHP down 2.4% and RIO copping a drubbing down 3.6% as FMG fell 2.3%. Gold miners were also under pressure, NST down another 2.2% with EVN off 3.0% and NEM falling 1.6%. Lithium too unwinding in a hurry, PLS down 7.0% and LTR falling 4.9%. IGO continued to drop off 4.5% and LYC succumbed off 2.5%. Uranium shorts got stuck in again, BOE falling another 6.7% with PDN off 2.7% and oil and gas flat, BPT whacked on a quarterly update, off 9.3%.In corporate news, plenty of quarterlies out, AGL rose 0.1% on its grid battery project, CTT smashed 23.5% on tax changes on small parcels in the US, MIN crashed 7.1% on broker downgrades. In economic news, building approvals and retail sales. In China PMI came in below forecasts. 10-year yields steady at 4.27%Asian markets mixed again, Japan up 1.1%, China down 1.6% and HK down 1.5%. European futures up slightly. US Futures Dow up 141 and Nasdaq up 315.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose 52 points to near record highs of 8756 (0.6%) after a benign CPI ensured we should get a rate cut in August. Familiar story, Banks firm with CBA up 1.6% and the Big Bank Basket up to $279.88 (+1.4%). MQG rose0.8 % with financials firm, as insurers rose surprisingly as yields slipped. QBE up 0.8% and SUN up 0.8%. GQG still feeling unloved. REIT boosted by lower rates with SGP up 2.2% and VCX rising 1.7%. Industrials too firm, BXB up 1.9% with JBH doing well as retail firmed, WOW and COL also better by around 2%. Tech mixed. In resources, gold miners were a mixed bag, EVN up 1.4% with PNR rising 1.9% and GMD up 0.8%. Iron ore stocks mixed, FMG better. RIO results after hours, down 1%. Lithium mixed as PLS had a good quarterly up 3.0% but IGO punished on a negative update, down 7.2%. Oil and gas stocks eased, uranium stocks mixed, BOE recovering 3.6%. In corporate news today, plenty of quarterlies, APX crushed on AI uncertainty, MIN rose 2.3% as it met its FY guidance. PNV rose 7.8% after earnings report.In economic news, CPI came in benign at 2.7% for core, hopes rose for a rate cut on 12th August. Asian markets mixed, Japan down 0.1%, China up 0.4% and HK down 0.6%. European market opening slightly higher. Waiting for Fed, tariff news and tech results. US futures slightly higher. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this episode, we chat with Jane Hunt who is a dynamic and engaging public speaker who delivered talks at top industry events including PRWeek and BrightonSEO. With a talent for identifying industry trends and translating them into actionable insights, she has shared her expertise with global digital audiences on podcasts like Digital Marketing Podcast and SEO Video Show. With 10+ years of experience in digital PR, Jane offers valuable insights into how brands can leverage PR for growth. She shares the latest tactics that are driving real results at JBH and discusses actionable strategies that your audience can find in 'The Digital PR Playbook'. We interviewed Jane on the following topics:What are some of the biggest marketing mistakes practices make and how do they fix it?What marketing channel should you prioritize and why?If a doctor has a small marketing budget, what are 3 things they should do first for visibility online?Med Rank Interactive: https://medrankinteractive.com/  Website: https://jbh.co.uk/ LinkedIn: https://www.linkedin.com/in/jane-hunt-jbh/ Digital PR Playbook: https://www.amazon.com/dp/1399994158 #healthcaredigitalmarketingpodcast janehunt #lamarhull #marketingplaybook #medicalseo #dentalseo #medrankinteractive #doctorpodcast #practicesprodcast #dentalpodcast #jbh

What is digital PR and does it matter? In this episode of the Digital Marketing Podcast, Daniel sits down with Jane Hunt, CEO and Co-Founder of JBH, a digital PR and SEO agency based in Manchester. Jane shares with Daniel invaluable insights into the digital PR landscape and how its reshaping SEO and brand building for both B2B and B2C clients, and the techniques that power brand visbility. If you're looking for a strategy to build quality backlinks, measure campaign impact and blend SEO with traditional PR to achieve results, tune in today! -- Show notes:   Have any feedback on the show? , tell us what you love and what you think could be better. And, if you are really enjoying the show, please 

Have you ever wondered what it takes to crack the Google code and dominate search results? Millions of views, sky-high rankings, and booming traffic - that's the reality Andrew Holland has created for himself and his clients.Join us in welcoming the mastermind behind over 20 million video views and 200,000 page-one Google keyword rankings. But Andrew's journey started in an unexpected place - the police force!Join us as we delve into Andrew's unique path to SEO mastery, his experience building a successful agency, and his current role as Director of SEO at JBH, a leading Digital PR agency in Britain.He's also the brains behind the popular "Growth Through Content" LinkedIn newsletter. Tune in for actionable insights and inspiring stories from an SEO guru!Conquer Local is presented by Vendasta. We have proudly served 5.5+ million local businesses through 60,000+ channel partners, agencies, and enterprise-level organizations. Learn more about Vendasta, and we can help your organization or learn more about Vendasta's Affiliate Program and how our listeners (like yourself) make up to $10,000 off referrals.Are you an entrepreneur, salesperson, or marketer? Then, keep the learning going in the Conquer Local Academy.

DEEP HOUSE VIBES PODCAST Deep House Music Show; mixed & compiled by BAE  @bae_music213 (IG) This show is available on most music & podcast platforms rss2feed; feed: https://dhv.podomatic.com/rss2.xml dhvibes@gmail.comMY MUSIC SoundCloud Apple Music Spotify All music in this show is either payed for, sent directly by artist / labels or produced in house Full episode archive; https://www.podomatic.com/podcasts/dhv Track listing for all episodes; https://dhvibes.blogspot.com --Mi Silenzio / Aruf -Do Not / Animal Friend -Falling Bricks (LTJ XPerience Remix) / Codebase -Secret weapon / Soane -Get Down / Zebra Centauri -All The Things You Do / Bajazo-Simple As That / DJ Psychiatre -Temporary Asylum (Distant Relatives, JBH, Remix) / Fuzoku-Ain't Got Time (Instrumental) / Hugo Mari -Midnight To n The City / Remy West -Somelee / Lazoor --THANK YOU FOR LISTENING

SEO In Flux: 2024 is the year of Google Updates and SEO changes.Stop Buying Links! Guest Jane Hunt, CEO and Co-founder of JBH, a digital PR and SEO agency, shares insights on the synergy between digital PR and SEO, the shift from content marketing to specialized digital PR, and the significant role of relevance and quality in backlinks. Jane shares the misconception that  backlink VOLUME is required for good SEO; emphasizing instead the impact of building a RELEVANT and QUALITY backlink profile. Connect with Jane on LinkedinJane shares common mistakes businesses make in PR and SEO. Overlooking content relevance The pitfalls of link buying And the threat of penalties from Google.Instead, Jane advises businesses to consider strategic public relations to enhance visibility and brand credibility.Tune in to learn more!00:58 Introducing Jane Hunt from JBH01:28 The Evolution of JBH: From Digital PR to SEO02:01 Discovering the Synergy Between PR and SEO02:44 Specializing in Digital PR: A Strategic Shift03:38 The Comprehensive Approach to Digital PR04:07 Exploring the Depths of PR Beyond Link Building05:49 Press Releases vs. Digital PR: Understanding the Difference07:09 Decoding PR, Marketing, and Advertising08:56 The Multifaceted Role of Today's Marketers09:24 Measuring the Impact of PR and SEO Efforts11:16 The Power of Quality Over Quantity in Backlinks12:49 A Success Story: The Impact of PR on Sales14:55 The Added Value of Digital PR15:40 Preparing for a Public Relations Campaign17:18 Navigating the Intersection of SEO and Public Relations20:17 Common Mistakes in Digital PR and How to Avoid Them23:40 The Potential Impact of Controversial Campaigns25:16 Practical Advice for Small Business Owners26:51 Identifying the Ideal JBH Client28:53 Closing Thoughts and GratitudeIf you're looking for a unique, handcrafted way to spruce up your home or office, then Collage and Wood is the perfect place for you! We offer a range of beautiful wooden signs that are perfect for any occasion. Our talented team of artists will work with you to create a sign that perfectly suits your needs. So why wait? Visit Collage and Wood today!Support the showWant to search the Simple and Smart SEO Show podcast for something you heard? Now you can!!! It's free!JOIN the 3-Day Supercharge Your SEO Challenge!Apply to be my podcast guest!