Podcasts about jbh

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Best podcasts about jbh

Latest podcast episodes about jbh

Marcus Today Market Updates
End of Day Report – Wednesday 7 May: ASX 200 up 27 points | Resources better, banks flat

Marcus Today Market Updates

Play Episode Listen Later May 7, 2025 14:36


Another solid day with the ASX 200 up 27 points to 8178 (+0.3%). NAB (+1.6%) results helped, but the news of Bessent heading for a Swiss showdown with Chinese counterparties on trade, popped US futures higher and commodity stocks were back on. China also cut rates.  BHP up 0.9% with RIO up 0.6%. Gold miners were solid on bullion's rise, SPR up 0.9%, and VAU doing better, up 3.3%. NST fell 2.6% though with WGX up 2.9%. Lithium stocks better, LTR up 7.8% on WA loans, PLS rallied 4.8% and MIN up 2.6%. LYC slipped as US/China relations improved. Oil and gas stocks also bounced. WDS up 1.7% and STO up 2.0%. Uranium stocks were once again in demand as shorts continue to cover, BOE updated the market and ran hard, up 12.4%. PDN up 4.4%. Banks stalled with the Big Bank Basket flat at $263.60. NAB (+1.6%) the standout and CBA (-0.5%) the problem child. Other financials doing well. MQG rose 0.9% despite news from ASIC on serious breaches. ASX up 2.5% and PNI up 4.3%. ZIP presented at the Macquarie conference and rose 13.0%. Industrials were mixed, CSL fell 3.0% with TLX down too but RMD up 0.9%. REITs were positive. Tech slipped, XRO down 0.3% and WTC off 0.4%. The index slipping 0.2%. Retail recovered from early JBH losses, PMV up 2.6% and TPW on an update rose 8.0%.In corporate news, no real bad news from Macquarie Conference. NXL slammed 16.0% on an uncertain update, KLS ran hard, up 18.3%, on a positive briefing. On the economic front, all eyes on the Fed and China stimulated again with more rate cuts. Asian markets slightly positive. Japan up 0.5%. 10-year yields steady at 4.29%. Dow futures up 0.5%, NASDAQ futures 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.

Marcus Today Market Updates
End of Day Report – Thursday 1 May: ASX 200 closes up 19 | Resources stumble, banks solid

Marcus Today Market Updates

Play Episode Listen Later May 1, 2025 12:33


The ASX 200 kicked off May with a 19-point gain to 8146. Some Asian markets closed today as are some European markets. US futures showing a very positive session, given the results from Meta and Microsoft. Banks held firm with CBA up 0.4% and the Big Bank Basket flat at $265.81 (0.2%). Other financials did ok too, PTM rose 11.4% as Kerr Neilsen sold out to LSF. Merger talks are on. HUB rose 2.3% and PNI up 0.9%. MQG continue to miss out closing down 0.3%. REITs were positive, with a focus on data centres, given the Azure results from Microsoft. GMG up 3.4% and DGT up 6.3%. Industrials also in favour, WTC rallied 6.6% and XRO up 3.2% as tech found big buyers. REA up 0.4% and retail stocks continuing to find buyers. JBH up 0.8% and BAP up 2.4% with travel stocks better too. WOW and COL better too as results cheer.  Resources were in a world of pain. LYC fell 3.4% on possible moves from China, iron ore stocks dropped, BHP down 0.9% and PLS under pressure. Gold miners were mixed, NST fell another 0.8% with EVN off 1.3% as copper rallied after a sobering day yesterday. OBM bounced 3.0% and SPR rose 2.0%. Uranium stocks back in demand after a day's rest. DYL up % with BOE up % and PDN up %. Oil and gas stocks fell, WDS down 2.6%. In corporate news, PTM was a focus with JDO chopped down to size on an update. DXB rose 41.9% on a good licensing deal. In economic news, the BoJ kept rates unchanged. Asian markets were disrupted by holidays in China. Japan up 1.1%. 10-year yields at 4.19%.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.

Marcus Today Market Updates
End of Day Report – Wednesday 30 April: ASX 200 kicks at the close up 56 - Up 3.7% for April - Banks shine - Resources unloved today

Marcus Today Market Updates

Play Episode Listen Later Apr 30, 2025 14:11


The ASX 200 finished the month up 56 points to 8126 (+0.7%), giving us a 3.7% rise for the month. Hard to believe really. A 14% rally off the lows. CPI today came in slightly higher than some expected, but clears the way for a rate cut next week. Banks celebrated with CBA pushing 2.2% higher, NAB up 0.5% and the Big Bank Basket up to $265.43 (+1.6%). Other financials were a little mixed. MQG fell 0.5%. Insurers better, SUN up 2.3%. REITs also going well. GMG up 1.9% and SGP up 1.3%. Industrials firmed with retail again doing better, JBH up 0.7% and WES up 1.6%. COL reported today and eased 0.8%. BXB starting to find support. ALL up 1.9% and Tech doing ok, WTC up 1.0% and the Index up 1.2%.Resources took a breather today as the shorts backed off on the buying. Uranium stocks fell back a little as did gold miners. NST still suffering from soft quarterly, down another 3.5%. FMG gave back some of yesterday's gains, down 1.1%, and S32 fell 1.1%. BHP and RIO were relatively steady. Lithium stocks slipped a little, PLS down 2.3% and MIN unchanged after the big rally yesterday. JHX finding support, up 1.2%.In corporate news, plenty of quarterlies. ORG fell 1.4% on its weaker quarterly. SGR unchanged despite news that losses increased.On the economic front, the local CPI came in at 0.9% and 2.4% for the year, giving the RBA a reason to be cheerful. Meanwhile in China, factory activity fell. No surprise there really. Asian markets were firm. 10 -year yields slipped to 4.13%. Dow futures flat, NASDAQ futures down 0.4%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.

Marcus Today Market Updates
End of Day Report – Tuesday 29 April: ASX 200 hits 2-month high | WDS better on giant US project

Marcus Today Market Updates

Play Episode Listen Later Apr 29, 2025 12:06


The ASX 200 closed up 74 to 8071 in another strong day pushing to a two-month high. Up 0.9%. All sectors firing, the banks did well with NAB up % and WBC up % as the Big Bank Basket crept to $261.14 (0.4%). Financials also in demand, PNI up 2.3% PPT up 3.1% and MQG up 0.8%. AMP continues to push higher, up another 3.6%. Insurers and REITS firmed, GMG up 1.6% and SCG rising 0.9% with SUN better by 0.7%. Industrials better across the board, BXB bounced back 1.5% with CPU up 1.9% and ORG rising 3.2%. Retail stocks also in demand again, JBH up % and TPW rising %. Travel stocks also better, CTD up 4.3% leading the pack. Healthcare pushed back up too, PME up 2.7% and TLX recovering a little. In resources, iron ore miners gained with FMG quarterly and a broker upgrade helping it rise 5.8% with S32 up 2.6%. The gold sector recovered some of its recent losses with GMD up 5.1% and BGL rising 4.0%. NST quarterly disappointed on production guidance and fell 4.7%. Heavily shorted resource company also squeezed a lot higher, MIN up 13.2% after its quarterly, uranium stocks continue to power ahead, PDN up 8.5% with BOE up 14.3%. Lithium plays also in demand, LTR up 5.6%.  WDS rallied 1.5% on its big US LNG project FID. In corporate news, EDV got a new CEO, WHC rose on quarterly production report, AIA fell as it announced it would delay a second runway. Nothing on the economic front. Asian market better, Japan up 0.4%, China down 0.1% and HK up 0.1%. 10-year yields 4.19%.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.

Marcus Today Market Updates
End of Day Report – Monday 28 April: ASX up 29 as confidence wanes | US Futures ease

Marcus Today Market Updates

Play Episode Listen Later Apr 28, 2025 12:34


The ASX 200 jumped out of the box to finish up 29 points to 7997 (0.4%) as some caution crept in as the day wore on. CBA turned negative, not helping as NAB soared 1.7% and the Big Bank Basket fell to $260.16 (-0.2%). Financials were generally firm, AMP finding a few new friends up 2.5% and XYZ bouncing slightly. GQG fell 1.4% and PNI popped 2.7%. REITs were mixed, GMG rose 0.8%. Healthcare stocks back in favour, RMD up 2.4% and even CSL put on 1.0% with PME up 3.7%. TLX fell 6.6% on FDA news. Industrials were positive with WES up 1.4% and the tech space better, XRO up 1.9% and the Index up 1.3%. Retailers getting a boost with JBH up 1.5% and AX1 rising 1.7%. HVN also put on 2.4%. In resources, gold miners continued to see profit taking as bullion slipped further as risks cooled. NEM fell 1.3% with VAU down 2.3% and GMD falling 3.6%. Lithium stocks are under pressure again, with LTR down 4.4% and PLS falling 2.4%. BHP slid 1.1% with RIO unchanged. LYC led rare earth stocks higher on its quarterly, uranium stocks saw modest moves with STO up 2.2% and WDS gaining 1.8%. In corporate news, BVS slid 11.2% on a surprise CEO resignation. AGI rose 31.1% as minority shareholder bid 100c for remaining shares. Nothing on the economic front today. China making some noises about stimulus and protecting jobs. Asian markets firmed, Japan up 0.4%, China unchanged and HK up 0.1%. 10-year yields falling to 4.16%.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.

Marcus Today Market Updates
End of Day Report – Monday 14 April: ASX 200 up 102, relief rally continues | US and European Futures positive

Marcus Today Market Updates

Play Episode Listen Later Apr 14, 2025 10:00


It was a solid start to the week, with the ASX 200 up 102 points to 7749 (1.3%). Strong banks and resources are taking us up. The Big Bank Basket rallied to $248.77 (+1.6%). CBA was up 1.7%, and WBC was up 1.6%. Insurers also better with MQG flat as some downgrades coming through. REITs rallied hard, GMG up 2.4% and SCG up 1.8%. Industrials were better but lagged, WES up 1.1% and SGH up 2.7% with the supermarkets flat, retail rose, LOV up 2.4% and JBH rallying 2.4%. Travel stocks were a little better, tech doing well, WTC up 3.1% and XRO rising 2.3% with the All-Tech Index up 2.1%. TLS slipped a little. In resources, iron ore miners rose, BHP up 2.7%, RIO up 1.4% with the gold miners pushing up although gold saw some profit taking. NEM up 4.5% with EVN up 2.6%. MIN had a good day as some shorts covered again, PLS rallied 3.3% with IGO up 3.2%. Oil stocks inched up WDS up 1.1% and STO up 1.8% with uranium and coal stocks better, WHC up 4.8% and DYL up 3.9%. In corporate news, NEU jumped 21.1% on a positive end point for its Phase III trial. DEG up 1.6% as GOR will vote in favour of the NST deal. Nothing locally on the economic front.  Asian markets better, Japan up 1.6%, HK up 2.1% and China 0.3% higher. 10-year yields steady around 4.41%.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.

Marcus Today Market Updates
End of Day Report – Thursday 10 April: ASX 200 up 335 points | Resources soar, banks up 3.9%

Marcus Today Market Updates

Play Episode Listen Later Apr 10, 2025 13:32


The ASX best day in five years up 335 points to 7710 although off early opening highs. Remarkably stable after the initial surge and fall back. Waiting for more information perhaps. Resources were the big winners today, BHP up 5.4% and RIO and FMG a similar rise, shorts getting hurt in MIN up 18.1% and S32 rising 9.5% with the gold miners also very positive. In AUD terms bullion fell but NEM up 4.0% and NST rising 5.1%. Lithium stocks recovered as shorts covered positions, LTR up 15.1% and PLS rising 12.7%. BSL rallied 8.0% and even JHX up 12.0%. Oil and gas showed strength as crude rallied, WDS up 4.7% and STO gaining 4.1%. Uranium stocks were back in fashion, no fall out today, PDN up 17.4% and DYL rallying a dizzying 15.9%. Banks were firm too although off early highs, CBA up 3.6% and WBC gaining 4.9% with MQG up 5.5%. Insurers and financials were very positive, GQG up 3.4% and XYZ rising 13.3% with ZIP rallying 20.7%. QBE up 4.4% and MPL rising 3.7%. Healthcare stocks were better, CSL recovered 3.5% and PME gained 8.4%. Across the board gains in industrials, WES up 2.6% and GMG rising 6.6%. Tech in demand, WTC rallied another 8.0% with XRO up 6.2% and the All -Tech Index up 6.8%. Retailers did well, JBH up 6.6% and travel stocks in demand. In corporate news, QUB got ACCC approvals, ABB rose 4.9% after announcing plans to expand its mobile network. Nothing on the economic front locally. Deutsche pulled back its call for an emergency 50bps rate cut and in Asia, China saw more evidence of deflation and a weakening yuan. Asian market burst higher, Japan up 8.3% with HK up 2.6% and China up 1.3%. 10-year yields slid to 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.

Between the Bells
Morning Bell 10 April

Between the Bells

Play Episode Listen Later Apr 9, 2025 3:44


Market movements are up and down this week. Yesterday our local market closed 1.8% in the red, with energy and materials down the most. Champion Iron (ASX:CIA), Nickel Industries (ASX:NIC) and Mineral Resources (ASX:MIN) took the biggest hit down 12% to 14% in a single session. Overnight, U.S. President Donald Trump has announced a 90-day pause on the 'reciprocal' tariffs his administration had applied to roughly 60 countries.That means many countries will have their tariffs reduced to a universal rate of 10%, except for China, which will have its tariff increased to 125%. It comes after the U.S. increased tariffs on China to 104% yesterday, which a Chinese Government spokesperson called "economic bullying".Australia's tariff was always at the 10% rate (which was the minimum rate imposed), so this means there has been no change for us.Trump said the 90-day pause would allow "more than 75 countries" that had started negotiations with the White House, seeking to reduce its tariffs, to reach a deal.The announcement of a pause led to a record-breaking day on the U.S. stock market. The Dow Jones closed 7.87% higher, the S&P500 up a record 9.52%, while the tech-heavy Nasdaq advanced 12.16%. It was a historic surge on Wall Street, with the S&P500 seeing its third- largest gain in a singe day since World War II. During the trading session, we saw surprising trading volume of approximately 30 billion shares, the highest level in history, as per records which date back 18 years ago. What to watch today:Locally today, the SPI futures are 6.62% higher, after heavy buying in New York. The de-escalation in trade tensions helped restore confidence across community markets:Crude Oil has advanced 5.86% to US$63.07 per barrelNatural gas is up 7.75% Gold us up 3.58% to $3,084.62, as the US – China tensioned fueled the safe- haven demand While iron ore is down 2%, trading at US$99.25. And one Australian dollar is buying US$0.62, 90.64 Japanese Yen, $0.48 British Pence and a NZ$1.09. Trading Ideas:Bell Potter have upgraded their recommendation from JB Hi- Fi (ASX:JBH) from a Hold to a Buy and have maintained their price target of $99.00. at JBH's current share price of $88.91, this implies 11.3% share price growth in a year. Trading Central have identified a bullish signal in the ASX's share price, indicating the stock price may rise today from it's close of $66.21. 

Marcus Today Market Updates
End of Day Report – Tuesday 8 April: ASX 200 rallies 167 | Resources lead the way

Marcus Today Market Updates

Play Episode Listen Later Apr 8, 2025 14:44


The ASX 200 rose 167 points to 7510 in a Tuesday turnaround. Buoyed by hopes that the tariffs are still negotiable and the US futures showing a good start at least. The market rallied across the board with a special shout out to resources with BHP up 2.3% and FMG gaining 3.5%. Gold miners were also better despite bullion falling as quarterlies beckon. NST ran 5.0% ahead, EVN bounced 5.0% and NEM up 2.7%. Lithium stocks rallied on hopes for more EV stimulus in China, PLS up 5.4% and LTR up 8.1%, short covering helped. In the uranium space, BOE saw shorts in play up 11.0% and WDS rallied 3.3% with STO up 5.4%. Coal stocks also did well, WHC up 8.7%. Banks were solid with the Big Bank Basket up to $237.69 (+2.2%). CBA up 2.8% and MQG bouncing another 3.8%. Financials generally much stronger, GQG up 6.2% and XYZ up 8.6%. ZIP announced a $50m buyback and rallied 6.7%. RETs firmed,  GMG up 0.4%. Industrials were strong across the board, WES up 3.0% with JBH up 3.4% and REA doing well up 4.6%. SGH rallied 4.3% with healthcare stocks also in demand, COH up 1.2% on tariff relief, SIG up 5.3%. Tech also doing well, WTC up another 5.0% with XRO up 4.3% and the All-Tech Index up 4.5%. In corporate news, GYG said it was on track for dividend payment. WPR also better on capex required to convert stores with VEA. In economic news, Consumer sentiment fell, the RBNZ has a temporary governor in Christian Hawkesby. Asian markets recovered along China was muted after talking tough on a fightback. 10 -year yields rallied to 4.23%. 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.

Marcus Today Market Updates
End of Day Report – Monday 7 April: ASX 200 falls 325 points | Banks rally off lows, resources hit

Marcus Today Market Updates

Play Episode Listen Later Apr 7, 2025 12:11


The ASX 200 dropped as expected 325 points to 7343 (4.2%). US futures pointing to another realignment of valuation with a big drop in store. Asian markets are playing some catch-up as China comes back from a holiday. Our market bounced off its low this morning of 7169 with the banks recovering some ground. The Big Bank Basket down 5.7% to $232.68, CBA down 6.2% and WBC off 5.6% with MQG turning positive after an 8% fall to close down 0.8%. Financials were squashed, GQG down 1.9% and PPT does 7.3%. QBE were hit hard as bond yields fall down 6.8%. Some winners in finance though with CGF up 8.3% on a strategic stake acquired and ASK also doing well up % on a NBIO. REITS stumbled lower, GMG down 4.3% and SCG off 3.8% despite rate falls. Industrials too under pressure, WES down 4.9% and CPU off 4.4% with QAN falling 3.7%. ALL came up lemons dropping 6.2% and retail in trouble, JBH down 5.9% and LOV off 8.3%. Travel stocks fell, and tech stocks did better than expected, with WTC actually firmer by 2.2%. The All-Tech Index down 3.1%. Resources struggled as global growth expectations were adjusted, BHP down 6.1% with FMG losing only 3.6%. Gold miners saw profit taking but off early lows, NEM down 3.5% after being down twice that.  Oil and gas stocks declined as crude fell, WDS off 5.8% despite selling a US LNG business. Uranium under pressure again, PDN down 9.6% and BOE off 8.7%. In corporate news, ASK got a NBIO from Ki Corp at 147c, CGF saw a Japanese buyer take a 15% stake. Nothing on the economic front. Asian markets played catch up, China down 7.1%, HK off 12.2% and Japan down 6.7%.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.

Marcus Today Market Updates
End of Day Report – Wednesday 2 April: Quiet trade ahead of Liberation Day

Marcus Today Market Updates

Play Episode Listen Later Apr 2, 2025 11:38


The ASX 200 pushed 9 points higher to 7934 (0.1%) in defensive quiet trade ahead of Liberation Day.  Money flowed into banks and REITs with resources under pressure on global growth fears. BHP gave back 1.5% with RIO off 1.7% and FMG down 1.6%. Lithium stocks poleaxed again, PLS down 3.1% and LTR falling 4.3%. Gold miners too under pressure as AUD rallied and bullion steady, profit taking in NEM down 2.1% and RMS off 3.8% with VAU down 3.3%. Uranium remains in fallout mode with PDN down 3.3% and BOE down 3.4% with nearly 25% of the company shorted now. Coal stocks fell and oil and gas slid, WDS down 1.5% and STO off 0.4%. Meanwhile banks firmed again, the Big Bank Basket up to $250.98 (1%). CBA up 1.0% and other financials also doing well, NWL up 1.9% and MPL rising 2.2%. REITs also in demand, GMG up 3.1% and CHC up 3.2%. TLS continues to creep higher up another 1.2% with retail better too. JBH up 1.5% and MYR rising 0.8%. Even DMP rose 2.5%. Tech better as WTC continued to find friends up 1.1%. CPU dropped again down 4.1%. QAN off 2.5%. In corporate news, new CEO at KLS set to shake things up by trying to sell tourism assets, RPL wrote down its OPT to zero! SGR has failed to secure a $750m lifeline from Salter Brothers and WBC has a new chief people officer. Nothing on the economic front. Asian markets in wait and see mode. 10-year yields steady at 4.41%. 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.

Marcus Today Market Updates
End of Day Report – Tuesday 1 April: ASX 200 rallies 82 points | RBA on hold, gold at records

Marcus Today Market Updates

Play Episode Listen Later Apr 1, 2025 14:59


The ASX 200 rallied hard despite negative US futures with a 82-point gain to 7925 (+1.0%). The RBA left rates on hold as expected. Banks were the turn around story with CBA up % and the Big Bank Basket up to $248.66 (1.2%). REITs also in demand as GMG bounced 2.7% and SCG up 1.8%. Financials services still under some pressure, IFT down 1.4% and ASX off 3.0%. Industrials generally firmed, WES up 1.3% and WOW and COL better; Retail was back in demand, as retail sales numbers were released, JBH up 1.1% and PMV up 0.9%. Tech was better, WTC up 2.3% and XRO up 1.2% with ORG rallying 2.7% on news from Earring power station. JHX remained under pressure as the recent acquisition plan continues to spur selling, down 3.9%. Resources were back in demand, BHP bouncing % and FMG up %. Gold miners limped higher, NEM up 1.1% and RMS better by 0.8%. EVN doing well up 1.7%. PLS crumbled 5.5% again as shorts took control, MIN fell 0.8% and LTR down 6.4%.  Oil and gas positive as crude rose, WDS up 1.7% and STO up 1.7%. Uranium under pressure again. In corporate news, AVJ gained 8.3% as it agreed terms with AVID. Looks like Virgin is heading for a June listing. On the economic front, retail sales rose 0.2% slightly below forecasts. Asian markets better across the board, Japan up 0.2%, China up 0.3% and HK up 1.1%. 10-year yields steady at 4.41%.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.

Marcus Today Market Updates
End of Day Report – Monday 31 March: ASX 200 drops 139 on quarter end | US Futures down

Marcus Today Market Updates

Play Episode Listen Later Mar 31, 2025 11:35


The ASX fell 139 points to 7843 (-1.7%). Tariff and global growth fears weighed as Asian markets saw profit taking, Japan off 3.8%. Some patches of green with the banks holding up better than expected, CBA up 0.3% but MQG off 3.4% though with the Big Bank Basket down to $(%). Financials geared to the market were in trouble across the board, GQG fell 2.8% with the ASX in trouble with ACCC and ASIC off 2.8%. PNI fell 4.0% with ZIP dropping 7.7% on US consumer slowdown. AMP also falling 3.5%. REITs slid, GMG dropped 2.9% with SCG down 2.0% and industrials also falling. TLS fell only 0.5% on defensive perceptions, CPU down 2.7% and retail sliding, JBH off 1.9% and PMV falling 2.8%. ARB dipped another 3.1% with DMP down 4.6%. ‘Old Skool' platforms also under pressure, REA dipped 3.3% on news NEC were in DD for the CoStar bid, SEK down 4.0% and the All-Tech Index down 2.2%. WTC rallied 1.5% as it named two new directors. Resources which had done better last week, cast all that asunder and we saw selling in the iron ore stocks, BHP down 3.8% and FMG off 4.0% with lithium under pressure, PLS off 8.2% with LTR falling 4.6%. Gold miners were mixed despite gold heading through $4900. WGX fell 1.4% and NST down 1.7%. Oil and gas also lower, WDS off 2.9% and KAR dropping 5.1%. Uranium stocks were knocked over again, PDN down 5.7% and NXG off 7.3%. In corporate news, DHG was the big one today, down 1.6%. Todd Sampson quit the QAN board, and HMC fell 5.8% as talks emerged of ambitions on Healthscope. Nothing locally on the economic front. Asian market fell hard, Japan under serious pressure, off 3.8% with China and HK down 1.7% and 1.0% respectively. 10-year yields around 4.39%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.

Marcus Today Market Updates
End of Day Report – Wednesday 26 March: ASX 200 up 57 to 7999 | Gold miners doing OK

Marcus Today Market Updates

Play Episode Listen Later Mar 26, 2025 14:17


The ASX 200 pushed up 57 points to 7999 (0.7%) after a better lead from the US and benign CPI numbers. Banks once again leading us higher with the Big Bank Basket up to $245.09 (+1.3%). ANZ bouncing back from the big sell down yesterday. Other financials also in demand, MQG up 0.5% and ASX up 1.3% as volumes pick up. REITs better led by GMG up 1.0% and SCG rising 3.3% on Budget news and CPI. Industrials also feeling the love, WES up 0.7% and TCL rising 2.0% with WOW and COL rising 1.7 and 1.5%. Retail was mixed with SUL off 0.8% and LOV falling 1.7% as JBH bounced back 2.5%. Tech was mixed, WTC up 0.3% and XRO down 0.2%. Resources were a happy place as US copper hit record levels. BHP and RIO doing well with FMG up 0.8%. Gold miners were back in demand, NEM up 1.1% and SPR doing well up 4.9% on a RMS upgrade. BGL in a trading halt pending another production issue. MIN bounced 1.8% with LTR up 4.0%. PDN collapsed 11.6% as more issues with rain and production in Namibia, BOE off 4.0% and NXG falling 2.9%. Both WDS and STO were firmer. In corporate news, TUA fell 7.5% on disappointing results, VUL up 12.8% on EU critical project status. WOR CFO resigned. In economic news, CPI fell to 2.4% perhaps opening the door for a rate cut. Budget had no impact. Asian markets mixed again, Japan up 0.8% and HK finding support up 0.3% with China flat. 10-year yields rising to 4.47%.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.

Marcus Today Market Updates
End of Day Report – Tuesday 25 March: ASX wilts to close up 6 points | US Futures weaken

Marcus Today Market Updates

Play Episode Listen Later Mar 25, 2025 11:50


The ASX 200 gave up strong gains to finish up 6 points at 7943 (0.1%) as US futures turned slightly negative. Banks were mixed with ANZ sold off by 3.2% and CBA up 0.7%. The Big Bank Basket down to $242.05 (-0.1%). MQG had a good day, up 2.6% as financials generally did well. RPL came clean with its exposure to OPT. VG1 rose 0.6% with RF1 down 2.4%. REITs did well, SGP up 0.8% with SCG up 0.9%. Healthcare too in demand, CSL up 1.4% and RMD up 1.5%. Industrials generally firmed, JBH up 1.0% and WTC bouncing 3.8% with the All-Tech Index up 1.1%. REA and CAR bouncing back on tech enthusiasm.Resources mixed again, BHP off 0.7% with FMG sliding 1.3%. Gold miners were slightly better with news of a bid for GOR dominating the sector. GOR rose 13.9% with GMD up 0.6% and SPR up 1.2%. Lithium stocks under some pressure, LTR down 3.9% and MIN back 1.0%. JHX continued to slide, 5% down. Oil and gas stocks firmed with uranium buyers getting a note from their parents to avoid buying. PDN fell another 2.4% with NXG running hot on drill results, up 5.8%. In corporate news, NHC fell 3.6% after downgrading its convertible bond conversion price.Nothing on the economic front ahead of the Budget tonight. Asian markets saw sellers hit HK down 2.2%, China down 0.2% and Japan up 0.2%. 10-year yields steady at 4.43%.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.

Marcus Today Market Updates
End of Day Report – Monday 24 March: ASX 200 fights off early losses | JHX crashes on merger

Marcus Today Market Updates

Play Episode Listen Later Mar 24, 2025 12:18


The ASX 200 rose 6 points to 7937 (0.1%) in quiet trade ahead of the Budget. Banks were firm with the Big Bank Basket at $242.34 (+1.5%). Tariff proof fenced perhaps. CBA up 1.4% and insurers better too, QBE up 0.3%. REITs were a little mixed, GMG down 0.6% and SCG rising 0.6%. RPL was smashed 14.8% on news from OPT that it had missed Phase III end point. RPL owns 32% of the biotech. In the industrials, WOW and COL both giving back some of the optimism from Friday's ACCC report. Tech stocks also under pressure, WTC down 2.9% and 360 falling 4.4%. The All-Tech Index down 0.5%. Retail weaker, PMV down 2.9% with NCK off 2.0% and MYR down 2.1%. WES rose as did JBH.Resources were a mixed bag of lollies. BHP fell 0.6% with FMG up 3.2% on some broker upgrades. Gold miners were mixed, VAU down 3.2% with NST off 1.3% and BGL dropping 12.8% on change in substantial holding. MIN bounced 6.9% as the haul road reopened. Oil and gas flat, coal eased, NHC down 4.4% and WHC off with uranium sellers back. BOE down 3.5% and DYL falling 1.8%. In corporate news, JHX announced a huge US merger and dropped 14.5% on the news. HLI fell 25.6% as CBA said it may not renew its contract. SM1 curdled 12.0% on unimpressive results.Nothing on the economic front. Asian markets flat. 10-year yields back up to 4.42%.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.

Marcus Today Market Updates
End of Day Report – Friday 21 March: ASX 200 up 13, 1.8% for the week | US quadruple witching

Marcus Today Market Updates

Play Episode Listen Later Mar 21, 2025 11:37


The ASX 200 put on another 13 points to 7932 (0.2%) after a tentative start. 2% up for the week. Banks were sold with the Big Bank Basket unchanged at $238.82. CBA flat. MQG saw some profit taking, other financials also flat, GQG down 1.4% and HUB off 1.8%. REITs once again in demand, SGP up 0.8% with VCX up 2.4%. Industrials were firm but unexciting, WOW and COL rallied hard on ACCC news, CPU up 3.7% and retail doing ok again, PMV up 3.9% on an update. JBH bounced back a little too. Tech was a little soft, WTC off 0.5% with the All-Tech Index down 0.7%.Iron ore stocks were firm despite falls in the iron ore price. BHP up 1.1% and RIO up 0.9%, maybe copper more a factor. Lithium stocks were depressed, PLS fell 5.1% and uranium squeeze continues, BOE up 6.7%. Gold miners slid on some fatigue in bullion. GOR down 3.3% and NST off 0.6%. In corporate news, PDN dropped 4% as the rains came down in Africa. CSC lifted 0.7% after announcing plans to issue $500mn worth of senior unsecured bonds and EMR crashed 3.85% on a production miss.Nothing locally on the economic front as we head into the Budget next week. Asian markets seeing sellers win, China down 0.9%, HK off 2% and Japan back from another holiday up 0.6%. 10-year yields steady at 4.41%.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.

Marcus Today Market Updates
End of Day Report – Thursday 20 March: ASX 200 up 91 | Banks star, gold miners shine

Marcus Today Market Updates

Play Episode Listen Later Mar 20, 2025 12:20


The ASX 200 rose 91 points to 7919 (1.2%) as the Fed soothes nerves. Banks did well with the Big Bank Basket up to $238.79 (+1.9%). MQG bouncing hard, up 3.8% as a market player. Other financials also doing well, GQG up 2.8% and NWL rallying 4.6%. CGF put in a stellar day up 5.7%. REITs also rallying hard, GMG up 2.8% and SCG up 2.5% with industrials seeing bargain hunters. ALL up 2.3%, CPU up 2.2% and SGH doing better up 1.9%. Retail showing signs of life, JBH up another 3.1% with WES up 0.9% and WEB rising 3.9%. MYR struggling after the recent robo update. Tech better, WTC up 2.5% and XRO doing well as the All -Tech Index rose %. Resources out of favour today. BHP down 1.1% and FMG tumbling another 3.3%. Gold miners better as bullion held records, NST up 3.1% and GMD up 3.2% with GOR bouncing back 2.1%. Lithium stocks saw the shorts stay their hand, LTR down 4.8% and PLS off 2.5%. MIN continue to disappoint, down 2.1%. Uranium stocks finding buyers again. DYL up 5.2% and BOE up 8.4%. Have we seen the bottom here? In corporate news, NANrose 14.0% after US regulators approved its tool designed to clean endoscopes. ARU bumped 2.7% higher on an offtake deal and CWY jumped 2.0% on an acquisition. TPG also got the Vocus nod, up 5.9%. On the economic front, unemployment came in at 4.1%. Pretty much in line. Asian markets saw some profit taking. Japan down 0.3%, China off 0.4% and HK down 1.2%. 10-year yields slipped to 4.38%.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.

Marcus Today Market Updates
End of Day Report – Wednesday 19 March: ASX 200 down 32 | BoJ keeps rates on hold, FOMC tonight

Marcus Today Market Updates

Play Episode Listen Later Mar 19, 2025 11:51


The ASX 200 fell 32 points to 7828 (0.4%) after a failed rally attempt petered out. Losses across the board with the banks under pressure again, the Big Bank Basket slipping to $234.26(-0.7%). MQG down again off 0.9% with other financials sliding lower, PNI down 5.4% and MFG off 1.8%. REITs down led by GMG off 1.6% and SCG down 1.5%. Industrials also under pressure, ALL off 1.6%, QAN falling 2.7% with tech stocks falling, WTC down 2.3% on the governance update. Utilities also gave up some recent gains, ORG down 1.9% and AGL off 2.0%. Retail was mixed, LOV down 3.3% but JBH found friends on a broker note, up 3.6%. Travel stocks dropped, WEB down 2.9% and CTD off 2.8%.Resources fared slightly better in places, BHP unchanged, RIO off 0.7% and FMG falling 1.0%. Gold miners were mixed despite a push above $3000, EVN off 0.9% and GOR off 4.0%, falling again. SPR fell 1.4% and GMD off 1.1%. NEM up 1.0%. Lithium stocks bid higher but lost momentum, LTR up 2.1% and MIN smashed 3.9% on another accident on its haul road. Well off its lows. Uranium stocks doing well today as shorts continue to cover, DYL up 4.5% and BOE up 3.3%. In corporate news, MYR dropped 1.3% on flat sales. DDR dropped down 1.4% as David Dicker sold down his holding, CMM off 4.2% as it unwound its hedge book.Nothing locally on the economic front, the BoJ kept rates unchanged. Fed to come. Asian markets firm but uninspiring, Japan up 0.6%, China down 0.1%, HK up 0.2%. 10-year yields steady at 4.41%.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.

Marcus Today Market Updates
End of Day Report – Tuesday 18 March: ASX closes up only 6 points as enthusiasm fades | NAB down 2%

Marcus Today Market Updates

Play Episode Listen Later Mar 18, 2025 11:25


ASX 200 finished up only 6 points to 7860 (0.1%) as enthusiasm waned ahead of the Fed.US futures negative again. Banks slid with NAB and MQG under pressure, the Big Bank Basket down to $235.85 (-0.1%). REITs were solid with GMG up 1.1% and GPT up 0.9%. Industrials were mixed, ALL fell 2.8% with JBH off another 2.2% but WOW rose 1.2% with TLS quietly creeping higher. QAN jumped 2.5% with tech going nowhere. The All-Tech Index flat, XRO down 0.8%. Resources too were mixed, gold hit its 12th record this year, NEM up 2.5%. GOR fell 4.9% on production downgrades, GMD up again, 2.0% with VAU finding friends too. Lithium stocks still seeing shorts cover, LTR roared up 5.1% and PLS up 1.3%. MIN added to yesterday's gains up 1.5% with iron ore stocks down slightly. Oil and gas stocks a little better, Uranium seeing small gains, and coal dominated by good results from NHC up 8.9%. In corporate news, ASB rose 7.6% as Hanwha raided the register. Nothing on the economic front, Asian markets stronger again, Japan up 1.4%, HK up 1.8% and China up 0.2%. 10-year yields 4.39%, little changed.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.

Marcus Today Market Updates
End of Day Report – Thursday 13 March: ASX 200 falls 37 | Gold and copper doing well

Marcus Today Market Updates

Play Episode Listen Later Mar 13, 2025 13:15


 The ASX 200 turned turtle after a promising start and closed down 37 points at 7749. (0.5%). Market heavyweights led us lower with the banks under pressure again, the Big Bank Basket fell to $235.18. WBC off 1.5% and CBA down 0.6%. MQG dropped another 1.2% and insurers slid, SUN off 1.4%. REITS firmed, GMG finding bottom feeders up 1% and SCG rising 0.3%. Healthcare mixed, RMD continuing to fall, down 1.6% and FPH off 1.5%. Industrials fell too, WES off 0.8% and ALL down 0.7% with retail under some pressure, JBH falling 1.4%. Electricity prices are set to rise around 9% on the east coast. PMV off 2.4% and APE falling 2.5%. In resources, Macquarie downgraded coal and coal stocks, WHC down 5.8% and YAL ex div off 12.6%. Iron ore stocks slid too, BHP off 1.8% and FMG down 0.5%. Gold miners doing well today, NEM up 0.9% and NST up 2.5%. Lithium stocks also finding some friends, PLS up 1.8% and MIN moving 3% higher. Oil and gas stocks slightly firmer, uranium stocks also in the green, PDN up 1.8% and BOE up 1.8%. In corporate news, SLH fell 22,2% as the ACCC said they had some concerns on the DP World takeover. NEC appointed Matt Stanton as chief executive.  Nothing on the economic front. Asian markets mixed Japan up 0.3%, HK down 0.7% and China falls 0.4%.10-year yields ease to 4.42%. 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.

Marcus Today Market Updates
End of Day Report – Wednesday 12 March: ASX 200 drops another 104 points | US CPI tonight

Marcus Today Market Updates

Play Episode Listen Later Mar 12, 2025 13:40


Another day, another drubbing as the ASX falls 104 points to 7786 (1.3%) with banks soggy again. The Big Bank Basket down to $236.66 (-1.7%) with NAB and WBC the worst affected. MQG dropped another 1.4% with ASX off 3.8% despite good volumes recently. GQG fell 2.4% and CGF off 1.5%. REITs also in the seller's sights, GMG bucked the trend, up 0.5% and SGP off 1.0% with healthcare under pressure as the holy trinity of CSL, RMD and COH all lost ground. Industrials found it tough going today, TCL fell 1.9% with WES off 2.6% and BXB down 2.6% with ALL slipping 1.6%. Retail once again saw selling, JBH off 1.0% and NCK down 3.5%. Travel stocks all fell, significantly as did gaming stocks, tech slipped with WTC down 1.7% and XRO off 1.1% as the All-Tech Index dropped 1.1%. Resources were again a mixed bag; gold miners rallied but somewhat muted, RMS fell 8.7% on a disappointing mine plan, EVN rose 0.8% and NEM was up 1.5%. BHP and RIO all fell 1.8% with FMG finding some friends up 1.5%. Lithium remains depressed and uranium stocks mixed. PDN up 2.7% and DYL up 3.2%. Oil and gas stocks eased back. In corporate news, IPH fell 10.0% as the CFO quit. Nothing on the economic front with US CPI due tonight. Asian markets eased slightly and 10-year yields rose to 4.43%. US Futures slightly positive.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.

Marcus Today Market Updates
End of Day Report – Tuesday 11 March: ASX 200 bounces off lows | Gold miners under pressure

Marcus Today Market Updates

Play Episode Listen Later Mar 11, 2025 11:14


The ASX dropped hard and bounced a little closing down 72 points at 7890 (0.9%) after touching 7818. Banks were the turnaround story with the Big Bank Basket down to $240.73 (0.2%). MQG suffered as US investment banks have sunk. Other financials were also sold down hard, GQG off 3.2% and XYZ falling 6.3% with insurers slipping lower as government warns on Alfred issues. REITs fell back to earth, DGT dropped 7.4% on a broker downgrade, as HMC fell 9.7% too, SCG off 0.9%. Industrials slipped across the board, QAN fell 8.9% with it ex-dividend too, SGH down 3.2% and CPU falling 3.6%. Retail under pressure, JBH down 2.5% and TPW sliding 3.7%. Travel stocks took their cue from Delta Airlines, CTD off 0.5% and FLT falling 3.6%. Tech was also on the nose for obvious reasons, WTC down only 1.9% after bouncing hard off the lows, XRO saw no real bounce with the All-Tech Index down 4.0%. Resources was an interesting space. BHP and RIO both rallied hard, gold miners fell hard despite bullion prices picking back up. NST fell 1.9% and NEM dropped 2.6%. Lithium stocks under pressure as usual, oil and gas stocks better, WDS up 1.2% and uranium remains under a toxic cloud. In corporate news, NIC saw a large block trade causing a drop of 19.9% combined with possible tax changes. ASB in a trading halt as it seeks $200m at 380c together with a founder partial sell down. PNV lost its CEO and more value, GYG fell 2.2% on details of recently released escrow stock. In economic news, consumer confidence rose in March. In Asia, Japan down 1.3%, HK off 0.8% and CSI China off 0.6%. 10-year yields 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.

Marcus Today Market Updates
End of Day Report – Monday 10 March: ASX 200 up 14 in quiet trade | SGR rescue plan

Marcus Today Market Updates

Play Episode Listen Later Mar 10, 2025 12:49


A quiet muted start to the week with the ASX rising a modest 16 points to 7964 (0.2%) as US futures pointed to another tricky US session ahead. Banks were flat with the Big Bank Basket easing to $241.33 (-0.3%). MQG down another 0.4% with insurers looking better as Cyclone Alfred was downgraded. REITS improved led by GMG up 0.6% with some bottom fishing taking place. Industrials a mixed bag too, QAN off 1.7% and ALL down 0.5% with retail steady, APE rose 3.3% with JBH up 0.8%. Some buying in BXB and CPU with TLS off 1.0%. Tech stocks mixed, WTC off 1.1% and XRO up 0.6% with the All-Tech Index up 0.1%. Resource stocks were generally firmer, BHP rallied 0.6% with RIO doing very well up 3.1% as the capital raise looks to have been put on ice. FMG still struggling. Gold miners still in demand, NEM up 0.6% and VAU up 3.7%. MIN had a good day up 3.3% with PLS rallying too. Oil and gas stocks also finding friends, WDS up 1.9% and BPT up 4.1%. Uranium still toxic, BOE down 3.9% and NXG off 1.4%. In corporate news, GQG were off 0.9% on FUM, JLG fell 12.5% on index changes due on March 25th. SGR looks to have had a last-minute rescue attempt from Bally although it remains in a trading halt. Nothing on the economic front. Asian markets mixed, China down 0.9% and HK off 2.1% with Japan up 0.3%.10-year yields at 4.44%.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.

Marcus Today Market Updates
End of Day Report – Wednesday 5 March: ASX 200 down 57 points | Trump addresses Congress

Marcus Today Market Updates

Play Episode Listen Later Mar 5, 2025 14:13


The ASX 200 dropped another 57 points to 8141 (-0.7%) partially ignoring a decent rally in US futures as Trump gave his State of the Union address. China now targeting 5% GDP growth in a separate proclamation. Banks dragged us down with the Big Bank Basket down to $251.84 (-1.0%). CBA down 0.9% and MQG off 1.3% with XYZ continuing to stumble down another 4.1%. REITs slipped lower, VCX down 0.5% and GPT off 0.9%. Healthcare also down, RMD falling 2.3% and TLX off 1.2%. Industrials under pressure across the board with ex dividends not helping. WES dropped 0.8% with WOW and COL sliding on ex-dividend as did TWE off 5.6%. Retail eased back, PMV off 2.4% and JBH down 1.8% with GYG up 2.1% on a broker upgrade. Tech stocks mixed, WTC up 1.2% and XRO down 0.7%. The All-Tech Index off 0.4%. Resources were mixed, iron ore stocks seeing some buying, BHP up 0.2% and RIO up 0.2%. MIN still under pressure on debt and governance issues, down 1.9%. Gold miners were positive, WAF up 6.5% and EVN up 1.4%. Energy stocks still falling, WDS down 1.5% and STO falling 1.6%. Uranium stocks finding some support. In corporate news, Virgin gets approval for Qatar investment. WTC said it expects to appoint new directors very soon. MIN saw a downgrade by Fitch and SUN and IAG clarified Alfred impacts. In economic news, we saw a better than expected 0.6% rise in GDP. Asian markets were steady on Chinese stimulus talk, Japan up 0.7%, HK up 1.7% and China up 0.3%. 10-year yields 4.35%.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.

Marcus Today Market Updates
End of Day Report – Wednesday 26 February: ASX 200 falls 11 points as banks rally | WTC gets a new chair

Marcus Today Market Updates

Play Episode Listen Later Feb 26, 2025 16:58


 The ASX 200 finished down around 11 points at 8241(0.1%) with CPI coming in as expected. Once again results were the focus, banks found buyers with the Big Bank Basket up to $253.05 (+1.1%) with CBA leading the way up 1.3%. MQG rose 0.6% and insurers flat. REITs were weaker, GMG falling 1.6% and SCG off 3.3% on results. Industrials mixed again, WTC rose 2.1% as White became Chair and results showed no further surprises, the All-Tech Index still fell 1.3% with TLS under pressure off 1.9% and QAN down 2.3%. Retail stocks mixed, JBH off 0.6% with LOV finding friends in all the right places up 5.7%. Travel stocks arrived jet lagged as FLT touched down 10.2% and CTD fell 3.6%. DMP hit another 3.7% with LNW better by 7.8% on results. Resources were back in the doghouse as iron ore fell, FMG dropped 6.2% as it went ex-div, BHP off 1.5% and RIO down 3.4%. Gold miners ran out of luck, NST down 2.8% and EVN off 1.7%. NEM off just 2.0%. LYC fell 1.7% after results showed the effects of low REE prices. Uranium stocks showed more fall out with PDN results bringing no joy and coal down too. WDS gained 3.4% after broker comments. STO going nowhere. In corporate news, WOW fell 3.0% after cutting its dividend, PBH had an abundance of bid interest around the 106c level, up 32.5%. BAP rose 13.4% and WOR up 10.3% on results whereas APX crashed 33.3% on disappointment. PTM also suffering as results were nasty, off 20.0%. KLS was another casualty today, maybe just a flesh would, but down 15.2%. In economic news, the CPI came in as expected and hardly moved the dial. Asian markets mixed, Japan down 0.8% and HK up 2.8% with China up 0.6%.  10-year yields at 4.37%. 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.

Marcus Today Market Updates
End of Day Report – Tuesday 25 February: ASX 200 drops 56 | Some very bad reactions today

Marcus Today Market Updates

Play Episode Listen Later Feb 25, 2025 14:42


 The ASX gave up another 56 points to 8252 (0.7%). Results and a negative US lead dominated. Some real shockers today, JLG, DMP and VEA in the frame. Banks and sellers return with CBA down 1.3% and NAB falling 1.4% as the Big Bank Basket fell to $250.25 (-1.1%). MQG slipped 1.0% and PNI retreated 3.3%. Insurers firmed and REITs did better after the sell off yesterday. GMG failed to inspire again though down another 1.4%. Industrials weakened, WES fell 3.4% with ALL off 2.8% and retail suffering again. JBH down 0.5% with DMP falling 10.5% on results and store closure costs. LOV dropped % on broker downgrades, GYG continued to fall, and WTC remained under pressure ahead of results tomorrow, off 2.8%. Tech generally eased with the All-Tech Index down 1.4%. Resources were weak too, BHP, RIO and FMG under pressure, MIN fell 4.6% and PRN rallied 8.6% on a rethink. gold miners found some buyers, NEM bucked that trend down 2.8%. WDS rose 2.8% on better-than-expected results, VEA collapsed 26.7% on challenging condition in the convenience space, uranium stocks were punished again today.  In corporate news, JLG fell 33.4% as it revised down guidance on lack of natural disasters.ZIP rose 13.9% on better results, HLI up 17.2% too on better numbers. QOR rose 4.3% on results and DRO fell 8.6% as numbers underwhelmed. In economic news, nothing locally, South Korea cut rates by 25bps. Asian markets fell, HK down 0.6%, China off 0.1% and Japan off 0.3%. 10-year yields slipped to 4.39%. 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.

Marcus Today Market Updates
End of Day Report – Friday 21 February: ASX 200 down 26 points | Banks drop, Results dominate

Marcus Today Market Updates

Play Episode Listen Later Feb 21, 2025 12:51


The ASX 200 fell another 27 points to 8296 (-0.3%) after an early rise, hitting a one- month low. Banks once again led us down, CBA dropping 2.6% and ANZ off 1.4% with the Big Bank Basket at $246.63 (-1.8%). MQG dropped 1.5% and ASX down 3.3% with QBE doing well on results and rose 3.0%. GMG put on another 1.0% and REITs were slightly mixed. Industrials suffered, WES down 1.9% and ALL continuing to slide down 1.2%. Retail still struggling, JBH off 0.4% and LOV down 2.8%. GYG dropped 14.3% on slower US growth. Apparently, they already have Mexican food there. LNW down 2,6% and JIN fell 8.8% on lack of big payouts. Tech fell, XRO down 1.3% with the All-Tech Index off 1.7%. Resources were generally better, iron ore miners rose on Chinese steel demand, BHP up 2.8% and RIO up 2.8%. PLS gave back some gains, MIN copped a rare upgrade from Barrenjoey, up 5.0% and gold miners were mixed. NEM rose then fell 2.4%, GMD bounced back 4.1% and SPR up 2.8%. DYL bounced back 5.1% with the sector becalmed. WDS and STO flat. YAL delivered good results and rose 3.0%. Om corporate news, The Americans are coming. CoStar bid for DHG and Cosette bid for MYX. SPK fell 19.2% on a guidance downgrade. AX1 rose 1.4% despite slashing dividends. TLX delivered yet again and EOL soared 29.7% on great numbers. In economic news, Japan's inflation rate climbed to 4% up from 3.6% in December. Asian markets pushed higher again on Alibaba results, HK up 2.9%, China up 1.2%. 10-year yields steady at 4.51% Michelle Bullock's comments in focus.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.

Marcus Today Market Updates
End of Day Report – Thursday 20 February: ASX 200 drops 96 | Banks fall, GMG back and down 5%

Marcus Today Market Updates

Play Episode Listen Later Feb 20, 2025 13:31


Another nasty day as the ASX 200 fell 96 points to 8323 (1.2%) as results and bank falls dominated. WBC fell another % and ANZ joined in too falling 3.1% with the Big Bank Basket down to $251.27 (-2.4%). MQG dropped 1.0% with financial sunder a little pressure. REITs fell as GMG returned to trade down 5.0% after the $4bn capital raise. Industrials were mixed, ALL dropped 4.3% despite a new buy back, WES rose 1.3% on good results, TLS also did well, up 5.6% after announcing a buy back. Retail stocks suffered, JBH down 4.2% and BRG falling 3.0%. CTD continued the positive vibes from the results up 4.7%. UNI did very well on results up 9.7%. In healthcare, PME dropped 3.7% and CSL down 2.3%. Resources suffered as RIO cut its dividend, falling 1.5% and BHP fell 2.0% as FMG were savaged on results, down 6.2%. Lithium stock surprisingly rose after PLS results, up 6.0% and oil and gas stocks rose, WDS up 1.0% and STO rising 2.1%. Coal stocks gained 8.9% on WHC results. Uranium stocks were mildly lower. In corporate news, MAF rose 8.7% on good numbers, WTC in a trading halt on governance issues. MP1 had stellar gains on beating expectations. Casualties included, SUL, MFG, and MGH. On the economic front, jobs data came in as expected at 4.1% unemployment and record participation. Asian markets fell, Japan under pressure on proposed car tariffs. Down 1.5%, HK off 1.4% and China down 0.4%. 10-year yields steady at 4.53%. 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.

Marcus Today Market Updates
End of Day Report – Wednesday 19 February: ASX 200 down 62 | NAB crashes 8.1%, MIN off over 20%

Marcus Today Market Updates

Play Episode Listen Later Feb 19, 2025 14:10


The ASX took another beating down 62 points to 8419 (-0.7%) as NAB cratered 8.1% and the Big Bank Basket came undone, down to $257.57 (-2.8%). MQG held up well considering, other financials came under some pressure, GQG off 3.2% and HMC down 3.9%. REITs were weighed down by the giant $4bn capital raise from GMG to fund its data centre push. DXS off 2.3%, and SGP fell 3.7% on results. Industrials were mainly weaker, WES off 1.8%, WOW and COL eased, retail fell, JBH down 2.3%, and SUL 2.9% cheaper. Travel stocks did well after CTD cheered the sector, up 10.3%. WEB up 4.4%, and FLT up 3.4%. LNW powered 9.6% ahead on an acquisition and ALL joined in the fun up 1.0%. Tech better, with CPU up 1.4% and WTC off 1.4% and the All-Tech Index gained 0.7%. Resources were patchy again, BHP flat and FMG down 0.6% on legal issues, gold miners rose, NEM up 0.5% and NST up 2.1%. Lithium stocks on the nose, MIN crashed 20.7% as it cancelled the dividend and announced a big loss. Energy stocks sold down again, WDS off 2.0% and STO falling 4.5% on results.  On the corporate front, NAB the biggest disappointment on margin compression and rising impairments. CBA was ex-dividend today, NGI rose 15.5% on results, and SXE jumped 14.2% after very positive results. VNT also out today marched 7% ahead. Nothing on the economic front. Asian markets eased, Japan down 0.3% and HK off 0.2%, with China up 0.6%. 10-year yields at 4.52%.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.

Marcus Today Market Updates
End of Day Report – Tuesday 18 February: ASX 200 falls 56 | RBA cuts, yields rise, banks stumble

Marcus Today Market Updates

Play Episode Listen Later Feb 18, 2025 14:48


ASX 200 fell another 56 points to 8480 (0.7%) despite the RBA cutting rates as expected. Banks falling again today, WBC off 3.0% after broker downgrades. CBA off 1.4% and NAB also hit hard with the Big Bank Basket at $265.03 (-1.8%). Financials were mixed, CGF fell 9.0% on disappointing numbers, HUB rose 3.7% on better-than-expected results. HMC had a cracker on its numbers up 9.9% with MQG falling 0.9%. Insurers found a few friends. REITs slipped as bond yields remained at 4.45%. GMG rose 2.1%. Industrials eased back, retailers suffering a little with JBH down 3.5% and WES off 1.4%. Supermarkets slipped slightly, travel stocks fell, and healthcare falling with SIG down 5.5%. CSL bucked the trend and gained 2.1%. Resources were mixed, BHP results didn't do much either way, RIO off 0.2% and lithium stocks fell hard, MIN off 6.1% and PLS falling 5.4%. Gold miners eased but relatively stable, NEM up 0.5% and GOR up 0.4% with NST down 1.9%. Energy stocks on the nose, WDS falling 1.5% on concerns on dividends, WHC fell 5.0% and uranium stocks off again, PDN down 4.0%. In corporate news, SEK stabilised after lifting its dividend, DRR fell 2.6% after net profit slipped, AZJ rose 0.6% on plans to consider breaking up the business. On the economic front, RBA was the go and no surprise. No reaction either! Asian markets improved, Japan up 0.7% and HK ripping higher again, up 2% and China up 0.4%. 10-year yields at 4.50%.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.

Marcus Today Market Updates
End of Day Report – Monday 17 February: ASX 200 drops 19 points | WBC results, BEN falls hard

Marcus Today Market Updates

Play Episode Listen Later Feb 17, 2025 12:13


ASX 200 fell 19 points to 8537 well off the lows for the day. Results dominated as the Banking sector had two to contend with WBC underwhelmed falling 4.1%, and BEN crashed 15.3% on higher costs and lower margins. The Big Bank Basket fell to $269.95 (-0.9%). Financials were missed with MQG up 0.7% and GQG putting on another 3.3% but insurers slipped on Dutton's comments and IAG downgrades. SUN down 7.2%. REITs are in demand on rate cut hopes, GMG down 1.1% but SGP up 3.2% and GPT up 4.5% on better-than-expected rates. Industrials mixed, AD8 smashed the bears on a decent outlook, rising 26.5%, tech fell as WTC back on the front page again. The All-Tech Index up 0.2%. Utilities firmed with ORG up 2.7% and retail mixed, JBH up 0.3%, and PMV off 0.9%. Resources were very mixed, gold miners saw profit takers move in following bullion falls, GMD down 3.3% and NEM off 2.8%. Iron ore stocks eased, FMG down 0.6% with energy under pressure, WDS off 2.9% on reserve statement and dividend concerns, STO down 0.9%. Uranium did better than expected, NXG off 4.2% though. In corporate news, WBC disappointed, BEN really disappointed. A2M +19.7% saw good traction in China, BSL rose 13.0% on a positive outlook statement and SGR rose 12.5% on an offer from Oaktree to refinance $650m of debt. Nothing on the economic front. Japanese GDP was better than expected. Asian markets slightly better, Japan up 0.1%, China up 0.1% and HK up 0.2%. 10-year yields rose to 4.45%.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.

Marcus Today Market Updates
End of Day Report – Friday 14 February: ASX 200 up 16 points | COH crashes, AMP drops

Marcus Today Market Updates

Play Episode Listen Later Feb 14, 2025 12:05


ASX 200 rallied 16 points to 8556(0.2%) after stalling at record highs. For the week the index is up 45 points. RBA next week. Once again results dominated after a strong lead from US markets. Banks flat with the Big Bank Basket at $272.43 (-0.5%). CBA lost 0.8% and MQG eased 0.3%. AMP results saw a big rerating downwards, off 14.9% and GQG rose another 3.0% on FUM and results. ASX saw some upgrades and rose 1.0%. Insurers bounced back a little with IAG finding some support rising 0.1%. REITs mixed, GMG down 1.8%, the remainder better. Industrials were firm again, JBH up 0.6% with WES up 0.8% and ALL up 0.7%. SGH continued 2.4% higher with CPU flat. TWE bounced 3.0% after broker comments on results. Tech slightly better, WTC up 0.5% and the All- Tech Index up 0.9%. Resources mixed, iron ore miners opened very firm on cyclone news, but iron ore failed to kick in Asian trade. Lithium back in the canine club. MIN down 4.9% and PLS off 0.9%. Gold miners were again in demand, NEM up another 1.6% with GMD up 2.5%. BSL continued to push higher up 1.6%. Energy stocks listless. In corporate news, COH results were at the bottom end of expectations and we saw another downgrade, down 13.7%. MGR jumped 5.5% on results, WGX doubled half year revenue and rose 2.4% with URW down 4.4% on earnings. Nothing on the economic front today. RBA the focus. Asian markets mixed again, HK continuing to power ahead up 2.2%. Japan down 0.6% and China up 0.7%.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.

Marcus Today Market Updates
End of Day Report – Thursday 13 February: ASX 200 up 5 as results dominate | IAG shocker, PME eases

Marcus Today Market Updates

Play Episode Listen Later Feb 13, 2025 15:05


ASX 200 rallied 5 points as banks lost momentum. CBA up 0.5%, the Big Bank Basket closed at $273.85 (+0.3%). Insurers slumped led lower by IAG on disappointing numbers, losing 12.6%, SUN also off 4.6% with SDF falling 3.1%. Other financials were ok, MQG up 0.3% and GQG up 0.9%. ASX had a good results driven by volume increases on futures and options. REITs slipped, SCG off 3.0% and industrials mixed. Utilities fell as ORG was underwhelming down 1.2% and QAN dropped 2.0% on a broker downgrade. JBH fell 1.1% with LOV up 1.7% and TPW doing very well on positive results. Up 13.0%. ALL and LNW both pushed higher. TLS fell 1.0% despite plans to offload its data-centre business. Resources were the go-to today. Iron ore stocks in demand, BHP up 2.1% and FMG up 1.8% with good numbers from S32. MIN rallied 7.0% on governance news, PLS up 4.7% and LTR better by 9.2% on a presentation. Gold miners in demand again, NEM up 3.2% and NST up 0.2% with EVN seeing some profit taking down 0.6%. BSL continuing to rally on tariff news. Energy stocks fell as oil dropped on Ukraine's peace plan. In corporate news, SIG rose 6.1% kicking off as Chemist Warehouse with several block trades done as some exited. TWE fell 5.7% on no deal on its cheaper brands. DHG ran 7.0% on news of a new CEO from REA. PME also failed to live up to some expectations falling 3.2% on results. Nothing on the economic front, Asian markets firm, HK continues to charge up 1.9%, China flat but Japan up 1.4%. 10-year yields up to 4.48%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Tuesday 11 February: ASX 200 closes up 1 point as CSL drops hard | Gold hits more records

Marcus Today Market Updates

Play Episode Listen Later Feb 11, 2025 13:35


ASX 200 gave back early gains to close up 1 points at 8484 as falls in CSL post results, took its toll. CSL down after analyst briefing and US flu shots underwhelming. Banks held firm although CBA down % ahead of numbers tomorrow. WBC up % and ANZ up % with the Big Bank Basket at $267.86 (-0.2%). MQG reported 9-month numbers. Nothing much to get excited about but it tried to rally up 1.6% with other financials doing well. HUB up 1.4% and NWL up 2.7%.  Insurers too better, SUN up 0.6%. REITs firmed with results from CQE up 8.5%. Industrials also in demand, ALL up another 1.7% with JBH up 2.0% on broker comments. SGH rose 6.1% on Boral lift, REA continue to push higher, with WTC under pressure still as the All-Tech Index rose 0.9%. Resources were mixed. Lithium nixed by the reopening of low-grade production in China, PLS off 3.6% and MIN down 6.9%. Gold miners were better with bullion at records still. NST up 4.0% and NEM up 3.2% with iron ore stocks drifting mainly lower. Energy stocks mixed, uranium stocks relatively firm. In corporate news, BRG lost 2.2% on results. RHC was 1.4% better despite a $305m hit to the balance sheet. On the economic front, The Westpac-Melbourne Institute Consumer Sentiment Index rose just 0.1% in February to 92.2, up from 92.1 in January. Asian markets flat with China down 0.3% and HK off 0.2%. Japan closed. Another holiday. 10-year yields steady at 4.39%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Monday 10 February: ASX 200 drops 29 | CAR, ANN, and JBH in focus

Marcus Today Market Updates

Play Episode Listen Later Feb 10, 2025 12:54


ASX 200 falls 29 points to 8483(0.3%). Banks steady as she goes ahead of CBA results later this week. MQG fell 0.9% and PNI sliding 4.2% with GQG up 3.1% on FUM numbers. REITs mixed as GMG fell 0.9% and SCG rose 1.1%. Healthcare better, RMD up 0.6% and PME up 0.5% with CSL bucking the trend down %. Industrials flat as retail came under some pressure on JBH results, reversing early gains after conference call. LOV down 2.2% and NCK falling 3.7% despite brokers positive. Travel stocks better, WEB up 0.8% and LNW doing well up 7.9%. DMP steady after the big run Friday. Tech stocks dominated by front page headlines for WTC again, the All-Tech Index down 1.0% with WTC off 4.4%.  In resources, iron ore stocks fell, FMG off 1.5% and RIO fell 1.2% on proposed tariffs in the US on aluminum. Gold miners held up, NEM up 0.7% and EVN up 0.3%. LYC continued higher up 1.9% with PLS down slightly on an earnings update. BSL rose 1.8% on Trump steel tariffs. Energy stocks mixed, STO up 0.4% with BPT firming 4.0%. In corporate news, ANN rose 8.1% on better-than-expected numbers, CAR crashed 6.5% on some disappointment on growth and US price rises and JBH down on rethink. SGR rallied 13.6% on news of proposals for its Queen Street Wharf complex in Brisbane. Citi upgraded its gold price forecast to US$2900 this year. In Asian markets, Japan unchanged, HK up 1.4% and China unchanged. 10-year yields at 4.39%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
Pre-Market Report – Monday 10 February: Results season kicks off | CAR, JBH, ANN, PLS

Marcus Today Market Updates

Play Episode Listen Later Feb 9, 2025 13:13


US stocks tumbled overnight, with the Dow (-444pts), S&P 500 (-0.95%), and NASDAQ (-1.37%) after Trump announced plans to introduce reciprocal tariffs reigniting fears of a global trade war. Trump did not specify which countries would be targeted, but markets worried about the potential inflationary effects of new tariffs. On the economic front, the US consumer sentiment index dropped to 67.8, marking a second straight month of declines, while one-year inflation expectations jumped to 4.3%. Non-farm payrolls showed 143K jobs were added, below expectations, though the unemployment rate ticked down to 4%. Wage growth accelerated to 0.5%, reinforcing speculation that the Federal Reserve will hold off on rate cuts for longer. US treasury yields rose on jobs data. 2Y yield up 7.1bps and 10Y yield up 4.8bps. USD Index rose 0.35%, and Bitcoin lost 0.94%.Donald Trump said on Sunday that he will be announcing on Monday 25% tariffs on all steel and aluminum imports into the US. SPI down 64 - JBH, CAR, ANN results out.COMMODITIESChile's Codelco targets 2025 copper output jump to 1.39m tons, document shows.Copper production from Chile rose nearly 5% last year.Trump considering allowing Nippon Steel's deal for US Steel, CBS reports.Oil set for third straight weekly decline amid tariff concerns.Gold poised for sixth week of gains on safe-haven demand.Copper prices hit three-month high, on track for biggest weekly gain since September.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Monday 3 February: ASX 200 falls 153 points | CTT tumbles

Marcus Today Market Updates

Play Episode Listen Later Feb 3, 2025 12:17


 ASX 200 kicks off February with a Trump Tariff induced loss of 153 points to 8379 (-1.8%). No sign of any rally as US futures point to further loses. Across the board falls with the Big Bank Basket down to $260.71 (-1.6%). CBA off 1.5% with MQG falling 1.6% and insurers weaker, QBE down 2.3% and SUN off 3.2%. REITs also under pressure, GMG off 1.6% and SCG down 1.6%. Healthcare eased with FPH warning on falling margins, RMD down 3.1% on its quarterly update. CSL down 1.8%. Industrials also eased back, WES down 1.9% and ALL falling 2.0% after a great run. REA off 2.2% and tech sank, WTC down 2.9% and US faced 360 dropping 5.1%. HSN rose 2.2% on a trading update, the All-Tech Index down 2.1%. Retail slid, JBH down 0.3% but SUL worse falling 2.2% and CTT off 19.0% on US concerns. In resources, iron ore miners on the nose, FMG down 4.4% and RIO off 2.1% on aluminium issues. Gold miners were firm relatively, oil and gas were flat despite rising crude prices. Uranium found some sellers. In corporate news, MFG sell-off continues following the recent management changes; RSG CEO resigned with the stock falling 9.6% on the news. WGX fell 12.4% on a production update and FPH warned on Mexican implications. In economic news, retail trade came in with a 0.1% fall, better than expected. Asian markets are still playing second fiddle to New Year holidays. Japan off 2.85% with car makers getting smacked on tariff news. HK down 1.1%. 10-year yields 4.38%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Wednesday 29 January: ASX closes up 48 points | CPI better than expectations

Marcus Today Market Updates

Play Episode Listen Later Jan 29, 2025 12:33


The ASX 200 faded slightly to close up 48 points at 8447, almost at an all-time high as US markets rebounded and CPI came in better than expected opening the door to a February rate cut. Banks led the charge early before fading slightly, the Big Bank Basket closed off at $262.75 (-0.1%). MQG rose 0.7% and insurers did better with QBE up 0.7%. Financial services continue to push ahead GQG up 3.5% and ASX bouncing back 2.9%. REITS better, GMG bouncing a little, SCG up 1.1% on rate hopes. Healthcare too in demand as CSL put on 1.8% with negativity on RFK Jnr helping sentiment. Industrials firmed across the board, WES up 1.2% and BXB up 0.6% with TLS up 0.8% and ORG bouncing back 1.6%. Retail firmed on CPI data. JBH up 1.9% and PMV went ex-bonus shares today and rose 4.7%. Tech in demand on Nasdaq rally, WTC up 2.6% and XRO up 2.5% with the All-Tech Index up 1.4%.  Resources were generally firm, BHP and RIO the exceptions, gold miners doing well as quarterlies continue to drop and show cash piles, lithium bounced a little as PLS rose 3.5% on its quarterly. Despite uranium slipping below $70, stocks rallied hard after the rout yesterday. BOE quarterly helped its Honeymoon period up 5.6% and DYL up 6.9%. Oil and gas modestly higher. Asian markets better with China closed for Lunar New Year. HK up 0.1% and Japan up 0.8%. 10-year yields eased to 4.37%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Thursday 23 January: ASX 200 down 51 | Banks steady, miners fall

Marcus Today Market Updates

Play Episode Listen Later Jan 23, 2025 12:29


The ASX 200 took a tumble today down 51 points to 8379 (0.6%) as resources came under pressure on Trump tariffs fears. Asian markets were resilient and iron ore unchanged in Singapore, but miners still sold off. BHP down 1.7% with FMG off 2.2% on quarterly numbers, lithium also under pressure too with PLS down 3.7% and MIN off 3.3%. Gold miners eased and uranium stocks help relatively firm. Banks held steady with the Big Bank Basket at $260.17. Financials slipped slightly, ASX off 1.2% with insurers mixed. QBE up 1.0% and IAG down 0.5%. Industrials saw modest broad-based losses, retail slid, JBH down 2.2% and WES off 1.5%. Both WOW and COL fell and ALL dropped 2.7% with tech mixed, XRO up 1.1% and WTC off 0.4%. In corporate news, PMV and MYR voted yes to the deal. FMG had production numbers in line, PPS jumped on FUA numbers and EVN dropped 3.9% on broker research. Nothing on the economic front locally, BoJ tomorrow widely expected to raise rates. Asian markets firm Japan up 0.8%, HK up 0.2% and China up 0.6%. 10-year yields rising to 4.47%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Tuesday 21 January: ASX 200 up 55 points | Tariffs in focus | BHP quarterly

Marcus Today Market Updates

Play Episode Listen Later Jan 21, 2025 12:33


ASX 200 greeted the Trump era with volatility. The ASX 200 finished up 55 points to 8402 (0.7%), having sprinted out of the blocks early on tariff news and then collapsing as Mexico and Canada were threatened with a Feb 1 kick-off. Welcome to the funhouse. Across the board gains ultimately stuck, banks moved higher again on Macquarie upgrades, the Big Bank Basket ran to $257.96 (+1.2%). NAB up 2.1% and insurers moved higher, QBE up 0.9% and AMP up 2.5% with GQG up 3.3%. HUB up 11.0% on a FUA update. REITs flat, GMG down 0.6% and VCX off 0.5%. Industrials firm, but unexciting, JBH bounced 3.3% with WES up 1.6% on Catch news, REA did well up 2.8% and tech was slightly higher. The All-Tech Index was up 0.7%. Resources saw buyers back, iron ore miners up, BHP up 0.9% and RIO pushing 0.4% higher. Gold miners were better, NST on quarterly numbers, EVN up 2.2% and NEM up another 0.7%. Energy stocks mixed, WDS up 0.5% and STO falling 2.2%. YAL had a good quarter. In corporate news, LTR rallied another 11.9% on latest production numbers, CVN fell 22.6% on another delay to El Dorado. Nothing locally on the economic front, it was all about Trump. Asian markets were firm but cautious as no new tariffs were announced. So far. Japan unchanged. HK up 1.1% and CSI 300 up 0.4%. 10-year yields slid to 4.41%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Monday 20 January: ASX 200 up 37 | US markets closed tonight

Marcus Today Market Updates

Play Episode Listen Later Jan 20, 2025 11:20


ASX 200 grinds 37 points higher ahead to 8347 (0.5%) of Trump's inauguration. US markets closed tonight for Martin Luther King Day. Banks solid again with CBA up 0.8% and the Big Bank Basket up to $255.00 (0.7%). Financials were better, MQG up 1.9% and GQG better too. REITS higher, GMG up 0.6% and SCG up 1.4% with industrials also doing ok. WOW, COL and WES all solid, retail rallied, JBH up 3.0% and BAP up 2.3%. PMV eased off slightly with the vote this week, LOV gave back some of Friday's gains. Tech a little muted with the All -Tech Index up 0.9%. Iron ore miners were better as Port Hedland reopened after the cyclone was downgraded, Singapore iron ore futures slightly better. BHP up 0.5% and RIO up 1.1%. Gold miners eased with NST down 2.6% and EVN down 1.1%. Lithium miners continue to find a few friends and short covering, PLS up 2.5% and IGO up 2.6% despite talking impairments at Kwinana. Energy stocks flat, PDN down 3.7% with DYL up 0.8% on a broker upgrade. In corporate news, IFL granted DD to CC, KAR was plugged and abandoned with a Who Dat well. SGR fell 17.9% on uncertainty unless it can find funding. INR jumped 20.6% on a US government loan. FND is up 25.0% on acquisition and update. In economic news, China left rates unchanged as expected. Asian markets better with Japan 1.2%, HK up 2.3% and CSI up 0.9% on hopes for a Trump visit to China. 10-year yields steady at 4.49%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Tuesday 14 January: ASX 200 up 39 | Iron ore back above US$100

Marcus Today Market Updates

Play Episode Listen Later Jan 14, 2025 13:09


ASX 200 rallied 39 points to 8231 (0.5%) with a better US market giving us the lead. Banks though were once again weaker as resources continued to find buyers. All change for 25! BHP rose 1.4% on stronger iron ore prices, FMG rallied 2.9% with gold miners also better despite falling bullion prices, a broker report helping sentiment. NST up 1.9% and EVN up 1.3% with lithium stocks finding friends, MIN up 2.0% and LYC up 1.6%. Energy stocks once again better, WDS up 0.5% and coal and uranium stocks better, PDN up 3.4% and WHC up 6.6%. Banks slipped ever so slightly with the Big Bank Basket at $249.96 (-0.3%). Insurers rose and other financials mixed. PNI down 1.9% and ZIP falling 1.4%. REITs improved with GMG up 0.4% and SCG rising 1.1%. Industrials better, retail though still under pressure. JBH off 1.6% and PMV and MYR both down again. Travel stocks in demand, FLT up 0.6% and CTD up 2.2%. Tech still under a little pressure with the All-Tech Index up 0.4% with WTC off 1.3%. In corporate news, MSB raised more money at 250c, CCX jumped 14.6% on a trading update. Iron ore surged back over $100 a tonne as Chinese imports reached a record. No local economic news. In Asian Markets, Japan played some catch up after a holiday yesterday and fell over 2% with both China and HK both showing plus 1% gains.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Monday 23 December: ASX 200 up 135 points as banks rally hard

Marcus Today Market Updates

Play Episode Listen Later Dec 23, 2024 10:16


The ASX 200 roared back from oversold levels last week and rose 135 points to 8202 (1.7%) as Santa came to town. The slow burn turned into a book squaring short covering rally led by the banks. CBA rose 2.9% with ANZ up 2.4% and the Big Bank Basket up to $(). MQG had a good day along with insurers and other financials. QBE up 1.1% and ASX rising 2.0% on relief that it fixed CHESS. REITs were firm, GMG rallied 1.8% and Industrials also ran hard. TLS up 1.0% on selling Foxtel along with NWS up 3.3%. WES bounced back 3.3% with retail doing well, JBH up 3.7% and SUL rising 5.0%. Tech pushed higher although a little muted, WTC up 1.5% and XRO up % with the All-Tech Index up %. Resources also rebounded although BHP and RIO were tepid at best. FMG up 1.1% and the gold sector rallied with NST up 1.6% and NEM up 3.3%. Even lithium shorts were active ahead of the break, PLS up 3.9% and LTR up -.9%. Uranium stocks better as were oil and gas. In corporate news, EML lost an MD and fell 22.2% with NWS selling Foxtel to DAZN. PME up 2.7% on another contract win. Nothing on the economic front. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

Marcus Today Market Updates
End of Day Report – Thursday 19 December: ASX falls 1.7% on Fed | MSB soars on FDA approvals

Marcus Today Market Updates

Play Episode Listen Later Dec 19, 2024 12:36


The ASX 200 tumbled 141 points to 8168 as the Fed grew hawkish and warned on rate cuts next year. Everything was hit hard. The banks fell with CBA down 2.3%, ANZ dropped 2.6% as the AGM saw another shareholder strike against Shayne Elliott. The Big Bank Basket fell to $253.85 (-2.3%). MQG down only 1.3% with some insurers up on the day, QBE up 2.1% with MPL rallying 0.5%. REITs were sold down on higher rates, GMG down 2.3% and SCG off 1.2% with industrials under pressure. Retail fell as JBH dropped 2.4% with LOV down 3.2% and WES off 1.3%. WOW fell 1.3% but COL rose 0.3%. Tech stocks came under pressure, REA down 2.5% and WTC off 2.2% with XRO falling 2.6%. In resources, most rallied off lows, BHP down 1.5% and FMG falling 3.9%. Gold miners under pressure on bullion falls but in AUD terms, it held steady, EVN down 2.8% and NEM off 3.6%. Energy stocks fell, WDS down 1.9% despite a deal with Chevron, WHC dropped 4.0% and PDN rose 1.3% as Canadian authorities cleared the Fission bid. DYL hammered 12.1% as the FID was postponed until early next year. In corporate news, MSB went ballistic, up 54.0% on FDA approvals, IPL fell 2.9% on its AGM update. PMT rose 15.9% on a deal with VW. AGL fell 0.7% as a court ordered it to pay $25m over customer failings. In economic news, Australian household wealth increased by 2.4% in the September quarter.  The BoJ left rates unchanged. Tonight, we get the BoE and rates are likely to be left unchanged. Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community.

The Digital Marketing Podcast
What Is Digital PR?

The Digital Marketing Podcast

Play Episode Listen Later Nov 11, 2024 17:56


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 

Conquer Local with George Leith
725: SEO Hacks: Future-Proof Your Business Growth | Andrew Holland

Conquer Local with George Leith

Play Episode Listen Later Jul 10, 2024 29:16


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
Episode 522: Episode 522

DEEP HOUSE VIBES

Play Episode Listen Later Jun 9, 2024 60:00


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

The Simple and Smart SEO Show
2024 SEO & Link Building: Benefits of Digital PR w/Jane Hunt

The Simple and Smart SEO Show

Play Episode Listen Later Mar 13, 2024 29:56 Transcription Available


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!

The Simple and Smart SEO Show
The Future of SEO: Performance Marketing w/ Andrew Holland

The Simple and Smart SEO Show

Play Episode Listen Later Jan 3, 2024 41:17 Transcription Available


Join Andrew Holland from JBH and me as we talk about the future of SEO in 2024 and its role in building and promoting businesses. 1. Defining and redefining search engine optimization:Andrew Holland prefers the term "behavioral science" over UX and CRO. SEO is evolving to consume UX and CRO.Andrew shared his vision that SEO needs to link to marketing effectiveness. This puts an emphasis on making sales rather than just increasing traffic.2. SEO designed to get results = Performance SEO:Andrew believes not all traffic is relevant, and it's important to focus on valuable traffic with a business case.Andrew described the purchase journey of a buyer, stating that SEO's goal is to create online "nudges" for people to buy. Share of search is a way to measure the impact of marketing efforts.3. Make The online buying process seamless and efficient:Think "frictionless" website to capitalize on SEO efforts. Easy navigation, clear descriptions, and ease of ordering or booking.4. Brand visibility and publicity are the future of SEO.Don't get distracted by misleading data (traffic data) vs. profit generation.Businesses need a robust presence across multiple digital channels.Trends are shifting towards consultancy, omni-channel growth, and publicity.TL/DR: SEO is evolving to become more intertwined with user experience (UX), conversion rate optimization (CRO), behavioral science, and overall marketing effectiveness.Align SEO to increase sales and not just generate traffic.SEO apocalypse? No. Changes may initially appLate Night Internet Marketing and Online Business with Mark MasonStart and grow your very own online business, even if you have a day job .Listen on: Apple Podcasts SpotifyIf 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!