Podcasts about mqg

The ASX smashed lower to finish the week off 59 points at 8770 (0.7%), with the week down 1.2%. Felt like a lot more really!  Banks came under pressure, coming off all-time highs as MQG was dumped 5.7% and WBC and CBA fell hard. The Big Bank Basket dropped to $295.13 (-1.1%). Financials and wealth managers continued to fall, with NWL off 2.6% and AMP down 2.9%. REITs were a mixed bag — GMG steady, while CHC slipped 1.2%. Industrials slid, with SGH down 1.6% and ALL off 2.0%, while the tech sector came under serious pressure — WTC down 2.7% and XRO off 2.5%. The All-Tech Index fell 2.2%.TLS bucked the trend on defensive buying, up 1.2%, while QAN landed 6.6% lower after an update. Resources were weaker too, as the big miners sold off — BHP down 0.8% and RIO off 1.3%. Gold miners were mixed, with NEM up 1.8% and EVN down 0.7%. Some buying appeared in rare earths, but uranium came under a little pressure.In corporate news, XYZ dropped 15.8% on a Q3 revenue miss, QAN fell again on a trading update, and OML slipped 6.0% after warning of a weaker finish to the year. REA came under pressure on results, but NWS rallied slightly on its own. AQZ crash-landed 42.7% after a voluntary suspension ended with a large profit drop and the MD stepping down. MQG became the latest blue-chip loser to be skewered, on disappointing results.On the economic front, nothing locally, but Chinese trade numbers disappointed and iron ore dropped again in Singapore trade.Asian markets - HK down 1.1%, China off 0.2% and Japan down 2%.  US Futures off lows, Nasdaq up 40 Dow up 50. European markets set for a slightly lower opening. Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

US stocks down overnight, with SP500 down 1.1% and the Nasdaq off 1.85%. The VIX sprang back 11% to close just under 20. Bitcoin can't lift strongly either.  Big Tech under some pressure, with TSLA -3% as shareholders sweat the Musk pay deal. Meta and Amazon were both off over 2%, and Nvidia is now down 9% in 3 sessions. Apple managed to weather the selling and stay flat. Some recent (private) data shows a grim statistic for American workers. October saw the most job cuts for that month in two decades. Technology and warehousing were the leading sectors shedding jobs. The AI impact continues. SPI futures are down 14 points. ASX set to open lower. MQG results - Gold steady - Bitcoin falls.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX fell another 12 points to 8802, well off lows, as resources were slammed hard. The market finished well off the lows of the day as US futures recovered from heavy early losses. Banks held up again, CBA up 1.3% and the Big Bank Basket up to $297.93 (+0.9 % ). MQG dropped 0.4%, and financials were mixed — ASX up 1.6% and GQG off 1.7% again. Insurers saw small gains, SUN up 0.6% and MPL up 1.2% on an acquisition. Industrials were mixed, TLS rose 1.5% with BXB recovering slightly, WOW and COL rose, and TCL up 0.8%. Tech stocks fell, XRO off 0.9% and WTC continuing to fall off 1.4%. The All-Tech Index was down 1.7%. Healthcare stocks were mixed — CSL fell 0.4% despite a briefing on vaccines this morning, RMD up 0.6%, and PME slipping 1.4%.Resources tumbled, BHP off 0.5% with FMG down 2.5%, though well off the lows. Gold miners saw small losses even as bullion pushed higher. Lithium stocks fell hard, PLS down 3.3% and MIN off 3.4%. Rare earths saw heavy losses, LYC off 3.3% and ILU down 3.6%. Second-liners like ARU fell 5.7%, well below the SPP placement price of 28c.In corporate news, TYR appointed Nigel Lee as new CEO, GMG fell 3.4% on an AGM update. WDS looking to boost cashflow.Nothing on the economic front here. Asian markets crumbled in places — the Nikkei 225 dropped the most since April, as tech valuations came under scrutiny.Asian markets - HK up 0.1% China up 0.1% and Japan down 1.5% 10-year yields 4.31%. US Futures off lows, Nasdaq down 52. Dow up 56.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

ASX 200 fell back to earth, dropping 73 points to 8995 (0.8%). Hot air is escaping from hot sectors today. Banks slid a little with the Big Bank Basket down to $286.96 (-0.2%). ANZ down 0.5% and MQG falling 1.0%. Insurers were smashed on 10-year yields plunging, QBE down 9.3% and IAG off 6.2%. Financials also under some end of week pressure, GMG gave back some gains falling 2.4% and industrials slid. WES down 0.9% and ALL off 1.4%. Tech under pressure again, WTC down 1.8% and XRO off 0.4%. The All-Tech Index off 1.8%. Resources were a mixed bag, gold hit more records, 9 straight weeks of gains! NST up 2.3% and EVN up 1.9% with rare earth companies coming unstuck. LYC fell 5.7%, at least off lows, ILU withdrew guidance, dropping 2.4% and copper stocks fell. BOC having run hard and collapsed today, off 33.8%. Serious profit taking in the hot stocks today, uranium stocks also under some pressure. Oil and gas stocks slipping again, STO  off 3.3% and WDS down over 2.6%. In corporate news, NXG fell 6.1% after raising C$1bn in a global equity offering, VUL dropped 7.7% after a partnership with JordProxa was announced. ERD collapsed 33.6% on an impairment charge related to the US business and guidance downgrade. BHP slipped 0.4% as inventories of Jimblebar fines built up at Chinese ports. On the economic front, nothing today. Albanese set to meet Trump next week.Asian markets fall, Japan down 1.3% China down 1.3% and HK down 1.6%. 10-year yields fell to 4.08%.European markets opening lower.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 hit record highs today, closing at 9068 up 78 points (0.9%) in a very strong session. Today, it was banks and industrials doing much of the heavy lifting — along with a solid contribution from the gold sector. MQG led the charge, jumping over 5% on the back of news it had sold some of its data centre assets — good news all around. The big kicker came at 11:30 am, with jobs data showing an unemployment rate of 4.5%. That gives the RBA plenty of room to cut rates further on Melbourne Cup Day. Across the industrials, gains were broad-based: WES up 1.3%, WOW up 1.9% , GMG up 4.9% and buoyed by enthusiasm for data centre exposure following Macquarie's sales. CSL added 1.8%. TLS rose 0.4%. The banks were steady if unspectacular, while insurers and wealth managers shone. HUB soared 10.5%. AMP also rallied 8.5% on the back of a positive quarterly update.The technology sector, however, missed the memo on record highs — WTC and XRO both slipped around 1.4%, continuing their recent stumbles.The resources sector was busy once again. BHP edged slightly higher, while FMG and RIO eased. The gold miners were the standout as gold hit fresh record highs. NEM up 3.4% and EVN up 3.3%. The rare earths and lithium stocks came under pressure after Scott Bessent talked of an extension of the 100% tariffs deadline if China eased export restrictions. LYC fell 5.7%. Other rare earth names substantially also weakened in sympathy.In corporate news, MYX rose 11.3% after it received court approval for its takeover by Cosette, with no wriggle room left — though FIRB approval is still required. RIO is searching for strategic partners to develop a huge copper deposit inBougainville. TWE edged 1.8% higher after its AGM, where Chairman John Mullen discussed ongoing challenges and sales developments in China.On the economic front, the jobs report confirmed unemployment rising to 4.5%, with a steady participation rate. That combination pushed bond yields lower, the Australian dollar weaker, and equity markets higher — a triple treat for investors heading into Friday and more US results.Asian markets rise, Japan up 0.5% China up 0.1% and HK down 0.4%.10-year yields fell to 4.17% on jobs data.European markets slightly lower. UK GDP today.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 soared 92 points to 8991(1.0%), closing on highs, as bank and resources fired together. The Big Bank Basket back up to $285.59 (+1.5%) with CBA signing up Comyn for another three years and rising 1.5%. NAB up 1.9% and MQG rallying another 1.5%. Other financials also doing ok, HUB up 2.0% and PNI up 1.5%. REITs quiet and insurers slipped slightly. Healthcare better as CSL rose 2.6% and TLX sprinted 16.3% higher on a guidance update.  Industrials also found some buyers, WES up 0.6% and CPU rose 2.5% with retail flat. Tech better, WTC up 1.7% and XRO rallied 1.7%. TLS rose 0.4% and TPG up 1.0% as ABB rose 5.2% after the update yesterday.In resources, the big miners gained again, BHP up 1.8% and FMG up 2.1% with gold stocks slightly higher, EVN fell 2.9% after production numbers, GMD rose 1.6% and some rare earths did well whilst others fell hard. Substance over hot air. IPX up 11.0% and ILU up 4.4% with LRV soaring again, up 29.4%. Oil and gas stocks remain under pressure, STO down 2.2% again, uranium stocks firmed, PDN up 3.2% and NXG up 4.4%.In corporate news, ORA said its Savreglass acquisition is not meeting expectations. No surprise there really. DRO launched a new software platform called DroneSentry -C2, BOQ raised its dividend and rose 1.4%. 29M with a production update fell 20.8%On the economic front, Chinese inflation numbers out today. Asian markets rise, Japan up 1.6% China up 0.2%and HK up 1.3%.  10-year yields fell to 4.23%.European markets slightly higher. ASML results out this morning. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose only 17 points today to 8899 (0.2%). But that action belies some extraordinary moves in the resources. Rare earths, lithium, critical metals, and strategic metal plays all soared. ARU up 25.4%, ILU up 15.8% and LYC up 5.0% with second liners flying. PLS up 2.7% and LTR rising 6.9%. Gold miners too in demand as bullion hit fresh records, NST up 2.8% and GMD up 5.4%. Big miners also got the memo, BHP up 2.2% and RIO rising 1.8% after production numbers. Uranium too in demand, LOT up 11.4% on a site visit, PDN up 9.6% on production numbers. Oil and gas in the slow lane as usual. The source of funding for all this buying was banks and industrials. CBA down 0.5% with WBC off 1.2% and the Big Bank Basket down to $281.46 (-0.6%). Insurers also fell, although financials tried to garner some support, MQG up 1.2%. Healthcare eased, REITs fell, industrials slid. WES down 1.2% and ALL off 1.2% with retail under pressure following weaker consumer sentiment data. Tech tried hard to hold, TNE up 1.8% and XRO up 0.5%.In company news, plenty of production and drilling reports to keep things interesting. SRG rose 29.3% on an acquisition of TAMS. ABB fell 3.1% after reporting 22k new subscribers. BRE jumped 6.8% after a cap raise supported by Rinehart. CSC rose 3.4% after a deal to sell a 25% stake in a Cu-Ag project.On the economic front, RBA minutes together with ANZ Roy Morgan Consumer confidence numbers.Asian markets fell, Japan back from a holiday off 2.8%, HK down 1.1% and China 0.8% 10-year yields fell to 4.25%. European markets slightly lowerWant to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 lost 76 points to 8883 (0.8%) as losses accelerated in the banks as the day wore on. The Big Bank Basket fell to $283.25 (-1.1%). ANZ bucked the trend as it unveiled its new strategy and suspended the buyback. It was up 3.3%. MQG slumped 4.0% and other financials also in the naughty corner, NWL down 4.0% and HUB dropping 5.6%. REITS pretty flat, Insurers slightly lower, SUN down 1.2%.  Industrials showed losses with QAN down 1.6%, SGH off 3.1% and ALL falling 2.5%. Retail eased, investors sought refuge in WOW and COL. Tech was hit hard, the All-Tech Index down 2.7% with WTC off another 2.5% and XRO continuing to slide, off 1.5%. REA fell 1.6% and ORG lost 1.6%.In resources, gold and rare earths were the shining lights, NEM up 2.9% with NST gaining 1.3%. LYC pushed ever higher, ARU gained 18.3% and ILU up 2.3%. Copper stocks slipped, BHP down 0.8% and FMG fell 0.4%. Oil and gas stocks continued to fall, STO down 1.7% and WHC falling 0.9%. Uranium stocks lost a little. In corporate news, SS1 jumped 18.1% on US news, QAN fell on the leaked data and TWE is having a serious hangover on US and China sales issues, down 15.0%. TOE jumped 38.5% on a takeover from IsoEnergy. For BHP it looks like some progress has been made on the Chinese pricing standoff. On the economic front, Jim Chalmers made some sensible changes to superannuation. A super-sized backflip with pike!Asian markets were weaker as expected on Tariff news, Chinese exports though are booming. Japan closed for Sports Day holiday China down 1.7% and HK off 3.0%.10-year yields fell to 4.29%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

The ASX 200 closed down 9 points at 8948 (-0.1%) in listless trade. Industrials remain under pressure, WES off 2.2% and ALL down 1.3% with retail falling as APE dropped 2.0%. Tech also in the doldrums, WTC falling another 0.4% and XRO off 1.7%. The All-Tech Index down %. TLS slid 1.0% and REA down again. Banks eased slightly with NAB down 0.4% and the Big Bank Basket down to $287.45 (-0.4%). MQG falling again. REITs off, GMG down 0.7% and GPT down %.Resources holding up, but mixed. BHP down 0.2% with RIO positive. Lithium stocks did ok, PLS up 3.9% and LTR rallying another 6.2%. Gold miners eased despite bullion soaring through US$4000. VAU fell 1.4% and NST down 0.2%. Uranium slightly higher, PDN up 0.9% and oil and gas going nowhere in a hurry. KAR down another 2.9%.  In corporate news, JHX rallied 9.9% on better-than-expected US sales numbers. MFG rallied 0.9% on better FUM news. DRO announced some software improvements, up 7.8%. And NWH rallied 3.0% after it upgraded guidance.Nothing on the economic front. The RBNZ cut rates 50bps to 2.5% Asian markets quiet Japan down 0.3% HK down 1.1% with China closed. Reopens tomorrow.10-year yields ease to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

The ASX 200 kickstarted the week in style up 75 points to 8863 (0.9%). Gold was once again leading the charge as it pushed through US$3800, NST up 3.1% and NEM rising 4.0%. EVN also turned in a good day up 4.4%. Iron ore miners were a little floppy on steel demand in China and looming 7 -day holiday. FMG fell 2.1%. Copper and other base metal stock continue to push higher, 29M up 4.8% and MLX up 4.1%. Rare earth stocks saw profit taking, ILU down 3.9% and LYC modestly off. Energy stocks saw sellers, KAR down 1.7% and PDN falling 2.4% with WHC off 3.4%.Banks were firm today ahead of the RBA.  CBA soaring 2.2% with WBC up 2.0%. MQG recovered 1.3% with other wealth managers also better, NWL up 2.1% and insurers rallied, QBE up 1.6% and IAG up 1.3%. Healthcare was firm as CSL traded 2.5% higher on tariff hopes, RMD up 1.2% and MSB up 0.8%. REITs lacklustre, tech eased back in places, WTC down 1.2% and TNE up 1.5%. Retailers were flat, APE off 0.6% and SUL down another 1.0%. ALL a bright spot up 2.0%. In corporate news, MIN was down 0.8% on haul road news, SM1 up 10.4% on the sale of its North Island assets, and BVS rose 2.5% on a new CEO. Nothing on the economic front, RBA tomorrow. Asian markets mixed, China up 2.1% Japan down 1% on PM uncertainty.10-year yields easing to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 shrugged off a negative lead and rose 9 points to 8774 (0.1%) as resources kept the dream alive. Copper stocks were the go. BHP and RIO leading the charge, 3.6% higher as Grasberg issues pushed the focus onto supply issues. S32 also ran 2.7% and SFR was a standout up 7.6%. MIN rallied % as lithium stocks found a little love. FMG unchanged. No copper. Gold miners were sold down in some profit taking, GMD off 2.3% and WGX falling 5.4%. EVN unchanged on its copper exposure. Oil and gas better as crude pushed higher on geopolitical issues, WDS up 2.5% and STO rising 2.1%. Uranium stocks took a breath.Banks were solid with the Big Bank Basket rising to $277.65 (). MQG got a $321m agreed to reimburse customers involved in its Shield Master Trust problems, insurers lid, QBE down 1.2% and SUN off 3.0%. NWL continued to struggle on the Sentier issue. Industrials were easier, BXB fell 1.2%, QAN dropped 0.8% and WOW and COL both fell close to 0.8%. REITs under pressure, GMG down 1.1% as rates rose slightly following the CPI yesterday. Tech mixed, WTC up 0.2% and healthcare sliding, RMD down 2.6% and RHC off 1.8%.In corporate news, NEC announced its chair will retire after AGM. PMV reported slightly better than expected results, but Smiggle has some issues. WDS signed a deal with the Japanese for liquid hydrogen deliveries.Nothing on the economic front. Asian markets slightly firmer, China up 0.7%. Japan up 0.2%, HK unchanged.10-year yields pushed up 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.

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

The ASX 200 has finished the day down 73 points or 0.8%. Midday rally fizzling out despite US futures rallying. Weaker than expected jobs number not having any impact. Energy stayed worst with STO down 11.9%, WDS down 6.3% and KAR down 3.5%. STO closing 3% below its pre-bid price from June. Utilities, Industrials and Financials next. ORG down 2.6%. TCL down 2.3%. Banks flat save for the CBA down 2.3%. Asset managers GQG, MFG (broker downgrade) and PTM down while wealth platforms HUB and NWL rose. MQG quiet despite headlines. Tech remained the only sector to eek out a gain. WTC, XRO and CDA failing to rally on strong futures but every other major name finished 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.

The ASX 200 fell 59 points (-0.7%) in quiet pre-Fed trade. Banks eased back with NAB and WBC giving up recent gains with the Big Bank Basket down to $283.10 (-0.4%). Wealth managers also slid, MQG down 1.1% and HUB off 1.3% with SOLDA rising for a second day. Insurers also under pressure, QBE down 0.6% and SUN off 1.5%. REITs fell too led by SCG down 2.2% and GMG off 0.9%. Industrials mixed, WES fell 1.9% and LNW dropping 2.4% as FLT fell 2.7% and CTD announced further delays in the accounts. SUL rallied back 2.7% after the CEO/HR news yesterday. Tech slightly better, WTC up 1.5%. Resources eased back, the big three iron ore miners lost ground, BHP off 1.1% and FMG down 1.3%. Gold miners saw profit taking, NST down 2.1% and NEM off 1.1% with lithium stocks mixed, MIN off 1.7% and PLS up 4.2%. Uranium stocks also under pressure following gains yesterday. PDN fell only 1.5% on its $300m capital raise. WHC gained 5.2% and YAL up 2.4% with WDS also better.In corporate news, DRO announced it has won two fresh contracts with the US Defence Department. PYC fell 30.0% as the MD stepped down and BHP announced it was cutting 750 jobs in QLD on the coal outlook. In economic news, consumer sentiment data released by UBS here today indicated that spending intentions over the next 12 months had surged to the highest level since 2019.  UK CPI jumps to 3.8% as forecast.Asian markets better, Japan down 0.3%, China up 0.5% and HK up 1.6%10-year yields steady at 4.21%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 rose 25 points in quiet trade to 8878 (0.3%) ahead of the Fed. Banks were mixed again, CBA down 0.3% and NAB and WBC up again. The Big Bank Basket flat at $284.23 (-0.1%). Wealth managers bounced slightly, MQG up 1.0% and NWL rising 1.5%. First day of trade for SOLDA the new look SOL/BKW entity. REITS slipped slightly, SCG down 0.5% and VCX off 0.8%. Industrials were mixed, retail better except SUL as its CEO was sacked, down 4.3%. CPU rallied 2.3% and REH rose 2.8%. Tech rose again, although WTC down 1.6% and XRO resumed the downtrend, off 0.6%. A long way down from the recent cap raise price. The All-Tech Index rose 0.7%. Resources remain the place to be. Iron ore miners rose, RIO up 1.9% with gold miners finding support, GMD up 0.7% and NEM up 0.9%. Lithium also in demand, MIN up 1.1% and LTR up 3.0%. Uranium stocks were roaring ahead, DYL up 9.2% and NXG rising 8.7%. PDN in a trading halt as it seeks to raise $300m in a placement and SPP. Oil stocks rose slightly in the second liners. Coal stocks also in demand, NHC rose 5.1% on good results, WHC up 1.9%.In corporate news, CSL fell another 1.3% as it announced a potential acquisition, SIG rallied 0.3% on Richard Murray's appointment as CFO.Nothing on the economic front locally. Asian markets better, Japan hitting new records up 0.5%, China down 0.4% and HK unchanged.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 has bounced back 88 points or 1% to 8827. Still down 72 points since the close on Tuesday. Financials stayed on top. ‘Big Three' plus MQG all up 2%. ANZ up 1.3%. ZIP up 3.6%. Gold the only sector in the red despite bullion maintaining its record high. Discretionary stocks no. 2. Most of the gain driven by WES up 2.5%. Has already recovered all its ex-dividend drop. DMP lost most of its morning gains. Tech no. 3. Not the huge bounce we were expecting following the Nasdaq's rise. XRO went from worst in the Top 50 to best. Up 4.8%. Good to see it, WES, CBA, MQG, NAB, WBC and PME along with HUB in the top gainers table. WTC lifeless and NXT finally gave it to a bout of profit taking.Defence stocks mixed as traders digest China's military show. EOS and ASB jumped while DRO and CDA only recorded small wins. Resources ended flat. Solid day from iron ore (back up to $105 in Singapore) and copper offset by gold. BHP only fell 31c vs its ~92c dividend. Lithium mixed. LTR, MIN and PLS all up over 1% while PMT and WC8 dropped. Excellent day for uranium. DYL up 6%, BOE up 5%, NXG up 4% and PDN up 2%. LOT closed at 18c (-20%) vs the 19c placement. Telecoms flat too. Health Care strong thanks to CSL and PME up 2.1% and 1.9%. 4DX the major mover. Up 13.4%. Backing up its huge 50% rise yesterday on US reimbursement certainty.Asian markets more converse since midday. Japan up 1%. China down 1.2%. No lead from US futures. Broadcom results early tomorrow morning.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 has finished the day near flat. Down 7 points or 0.1%. Flat for the week only up 6 points. No major changes from midday. Tech strengthened into the close. Up 3.1%. Led by NXT having its best day on record. DGT taken up 4.7% for the ride. WTC, XRO and TNE all playing catchup after a sluggish week. Energy next best thanks to WDS bouncing back after going ex and Uranium. PDN and BOE up 7.7% Coal stocks mixed. Other resources mixed. BHP up 0.4%. RIO and FMG flat. Good week for the iron ore price. Lithium and gold up. Copper down. Rare earths mixed. BRE up on results. ILU up a touch and LYC down 5.8% as trading resumes.Defensives all around the flat line. Financials and REITs worst. CBA and WBC sold off the most. NAB and ANZ near flat. MQG not reacting much to the positive Wall St lead. Insurers up. MPL bouncing. Reporting season over. NXT, HVN, ASB the winners. Not many losers in the Top 200. MSB, PXA and CUL worst. APE shot up another 9.5%, closing on the high. Now +26% in three days. Asian markets mixed. China and HK up. Japan down a touch. Not much of a lead from US futures yet. PCE price index main event tonight.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX cracked the 9000 mark, up 101 points at 9019 (1.1%) as results buoyed sentiment. Some crackers today and, once again, plenty of volatility — even intraday.Banks provided the groundwork with CBA up 0.8% and ANZ again doing very well, up 1.5%, with the Big Bank Basket rising to $288.84 (1.0%). MQG had a good day, and financials generally did well. NWL was volatile post-results, down 0.6%, with GQG spurting 4.9% higher. ZIP also did well ahead of results tomorrow, up 2.6%.Insurers slipped a little, REITs firmed, SGP up 3.6% and SCG rising 1.3%. Industrials were firm too, TLS up 0.8% with WES running 2.5% higher. WOW and COL had good days as well, and BXB shot the lights out with results up 13.2%. CSL found bargain hunters up 2.4%. SHL smashed on results down 12.8%.Retailers continued to find favour, SUL hit record highs, up 12.3%. NCK gained 2.5%, and MYR rallied 4.0%. BRG also had a solid post-numbers bounce, up 4.9%.In resource land, BHP was again positive, up 0.7%, with RIO and FMG stronger too. Gold miners enjoyed a bullion rise, and results from NST, VAU, and GMD were somewhat mixed. Lithium stocks were back in favour, PLS up 5.2% with MIN higher 4.5%, and LYC also doing well, up 4.5%. JHX continued to be walloped, down 9.4%.Oil and gas names were stronger on crude rises, WDS up 1.3% with BPT up 1.2%. Coal stocks improved, and uranium was generally firm.In corporate news, some cracking results today: SUL, BGA, with IPH falling 19.5% as it warned on US patent impacts. GMG eased 1.4%, with results in line, while QUB fell 0.4% on a large write-down. MP1 fought back from an early drop to close only modestly lower. TLX jumped 7.0% after a wobbly start. Nothing much on the economic front.Asian markets mixed again, Japan down 0.6%, China up 0.5% and HK down 0.3%European markets opening flat. US Dow futures down 44 Nasdaq unchanged.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

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

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

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

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

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

The ASX 200 closed up 31 points to 8698 (0.4%) as banks were back in the driving seat. CBA up 1.2% with the Big Bank Basket up to $276.18 (+0.9%). MQG rallied 1.0% as financials generally found some love. XYZ up 2.8% and MFG doing well, up 4.6%. RPL up 4.1% too. REITs doing well, GMG up 0.5% and SCG rising 0.8%. Industrials also firm, SGH up 2.2% with retail better, WES up 0.6 % and WOW up 0.8%. Tech better, WTC up 0.3% and the All-Tech Index up 1.0%. Healthcare too in demand, CSL up 1.0% on trade deal, RMD rising 1.0%. Old Skool platforms better too, CAR up1.7 % and REA rising 1.3%. Resources were mixed, the shocker from BOE falling 44.0% as it warned on future production. Shorts had a ball in PDN, DYL and lithium stocks tumbled as Asian prices dropped hard. LTR down 8.0% and PLS off 11.7%. Gold miners were mixed, NEM up 4.5% on broker upgrades, the rest in the doldrums, GMD down 1.8% and RMS off 4.4%. Coal stocks also smacked down, WHC and YAL hit hard on a court ruling.In corporate news, WTC has a new CEO, HLO rose 14.1% after an earnings upgrade. BUB too has a new CEO. Nothing on the economic front.Asian markets mixed, Japan down 1%, HK up 0.4% and China up 0.1%. 10-year yields steady at 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 drifted 28 points lower to 8709 (-0.3%) as Michele Bullock's lunch time speech partly dashed rate cut hopes for August. Banks flat with CBA unchanged and the Big Bank Basket at $274.86 (+0.2%). MQG had a nasty day as its AGM saw selling down 5.1% as the CFO retired and earnings softened. Other financials also under a little pressure, CGF down 2.9% and QBE off 1.2%. ZIP had a good day up 4.7%. REITs slid on higher rates, GMG down 0.8% and GPT off 1.2%. Industrials pretty flat too. Tech eased back, XRO down 1.2% and TNE off 2.3%. CPU dropped 3.3% with BXB falling 1.5%. TLS also slipping away with healthcare stocks remaining firm, CSL up 1.5% again.Resources mixed, LYC up 5.0% on a JV as MIN gained 4.7% on lithium buying and LTR turned from early losses to close up 3.2%. FMG production numbers were solid, pulling out of hydrogen also a positive up 4.3%. Gold miners lid, NST down 2.4% and EVN off 2.7%. Uranium mixed, BOE fell 6.4% on resignation of CEO, PDN recovered slightly. Coal saw sellers back.In corporate news, BAP was punished for a triple whammy of director resignations, bad debts and earnings downgrade, finishing down 28.4%. DRO fell 5.9% after another order win, CMM off 3.4% as it bid for WA8. In economic news, Bullock's speech trimmed rate cut hopes. Asian markets solid. Japan up 1.9% on trade deal relief. HK up 0.4%. China up 0.4%. 10-year yields up to 4.37%. US futures mixed.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped 89 points to 8668 (-1.0%) giving back Friday's gains as banks came under intense pressure.  The Big Bank Basket dropped to $279.24 (2.6%). CBA and WBC leading the sector down with other financials also in the spotlight. MQG fell 1.4% with ASX of 2.1% and IFL down 5.8% as the company updated the CC Capital bid. Insurers fell hard too, QBE down 1.9% and IAG off 1.4% with the REIT sector falling hard, GMG down 0.8% and CHC down 2.3%. Industrials also under the knife, WES off 1.0% with CPU down 1.2% and retail falling, JBH off 1.5% and APE down 3.6%. Travel stocks falling to earth, FLT down 3.0% and WEB off 2.5% with ALL down 1.4%. Tech stocks mixed, WTC up 1.9% and XRO off 0.7% on last day for SPP.Resources were better again, BHP, RIO and FMG did well as China announced a new dam and iron ore continued higher in Asian trade. Lithium stocks squeezed higher, LTR up 11.4% and PLS rising 4.1%. Graphite and rare earths also still in demand, SYR up 17.8% and LYC up 1.4%.  Gold miners saw selling, NEM up 0.5%, NST down 1.5% and EVN off 1.2%. Oil and gas slightly firmer, WDS up 1.4% with uranium stocks also doing well, PDN up 2.3% and coal up too.In corporate news, AMP jumped 9.8% on update, XYZ rose 11.2% on US Index inclusion. S32 rose 4.5% on FY production guidance. Nothing on the economic front, China left rates unchanged. Asian markets modestly higher. Japan closed for Marine Day.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 exploded 118 points higher to 8757 (1.4%) as banks and resources caught a wave of buying. BHP production numbers, coupled with iron ore gains in Asia, helped the Big Australian up 3.0%. RIO up 1.8% with FMG lagging only up 0.5%.  Lithium and graphite stocks flew, LTR up 10.1% and PLS rallying another 8.6%, with MIN up 4.8% and ILU rising 5.0%. Graphite stocks were in demand, SYR up 25.9%, and TLG up 10.0%. Gold miners found some love late in the day, NST up% % with EVN rising % but uranium stocks dipping slightly. Industrials firmed across the board, WES up 1.4% with TCL up 0.9% and SGH rising 3.0%. Healthcare is too in demand, CSL rallying 3.6% on a broker report, and MSB is living up to its name on revenue, up 34.6%. Tech stocks are better, WTC up 1.2%, and XRO rising 1.0%. Banks, as usual, didn't want to miss out. CBA up 0.9% with WBC rising 1.8% and MQG up 1.3%. The Big Bank Basket up to $286.78 (+1.1%). Financials are also in demand, IFL is better by 5.8% on reports that a deal is close. Insurers rose, REITS better, GMG up 1.5%, and SGP up 0.9%.In corporate news, ALX fell 0.4% on US supreme court news, FBU rose 3.0% on a business update. Nothing on the economic front local.Asian markets mixed, Japan down 0.2% ahead of weekend election, HK up 0.8% and China up 0.4%. 10-year yields steady at 4.33%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 marched back 77 points to 8639 (0.9%), new highs as jobs numbers opened the doors to an August rate cut. Banks led the charge, nothing new there, with CBA up % and the Big Bank Basket up to $283.65 (+1.5%). MQG rallied 0.9% with other financials doing well, GQG bouncing back 1.8% with IFL up 2.3% and XYZ gaining 5.1%. REITs firmed too on lower rates, GMG up 0.8% and SCG up 1.9%. Healthcare better too, COH up 2.3% and RHC rising 1.7%. Industrials firmed, CPU up 3.0% with ALL rallying 0.6% and the tech stocks better, XRO up 1.7% and WTC rising 0.4%. Retailers better too, HVN up 2.4% and LOV up 1.7%. In resources, FMG rose 0.3% with RIO up 0.5% as iron ore hit a two-month high. A little bounce in lithium, PLS up 1.9% and LTR rising 1.8% after early losses. Gold miners weakened despite a bullion rise. NEM up 1.6% and NST off 0.5%. Rare earths took a breather. Uranium stocks flat, as was oil and gas.In corporate news, CAR had a trading update, and the CEO resigned, falling 2.9%. PBH saw another bid from BBT. Some quarterlies in GMD and STO.In economic news, Jobs numbers worse that forecasts with only 2k new jobs instead of 20k and unemployment rose to 4.3%.Asian markets firmed as 10-year yields dipped to 4.35%. Asian markets mixed. Japan up 0.2%, HK up 0.2%, China up 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. 

The ASX 200 fell 69 points to 8562 after a record yesterday. Banks were weak on proposed RBA charges changes, CBA off % with the Big Bank Basket down to $279.26 (-1.5%) NAB under extra pressure on CEO issues, down 3.4%. Financials generally eased back, MQG off 0.8% and insurers down, QBE off 1.0%. REITs too under pressure with GMG down 0.2% and SCG falling 0.5%. Healthcare mixed, CSL fell 1.3% on US tariff issues on pharmas, PME up 1.7% and FPH slightly firmer. Industrials mostly lower, TCL off 0.7%, ALL down 1.7% and WOW and COL easing back as did TLS. Utilities pulled back as ORG fell 1.1% and AGL down 0.8%. Tech gained, WTC up 0.6%.In resources, it was all about rare and critical metals. News of Apple's investment rocked the sector to the core, with good gains across the board. ILU rose 4.3% with LYC flat, even ARU rose 4.9% with MEI up 14.3%. Gold miners fell on NEM news, quarterlies doing nothing to help on profit taking after rises yesterday. NST falling 2.2% EVN down 2.3% on quarterly and WAF down 3.4%. Lithium stocks held up relatively well. BHP down 0.7% despite iron ore hitting $100 in Singapore. Uranium stocks up again, PDN up 3.3% and BOE up 3.3%. Oil and gas flat.In corporate news, LLC fell 1.7% on a luxury development news. RIO up 0.2% on quarterly and CEO change.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 drove 60 points higher at a new record of 8630 (+0.7%). Banks rallied with the Big Bank Basket up to $283.45 (+0.5%). Other financials also in demand, MQG up 1.4% and ASX up 0.9% with insurers rising, QBE up 1.2% and MPL rallying 1.0%. REITs back in demand, GMG up 1.1% with SCG rising 0.5%. Healthcare too doing well, CSL leading the charge, up 3.8% with RMD up 0.7% and PME putting on 2.4%. Industrials firmed reversing yesterday's losses, BXB up 0.9% and QAN rising 1.6%. Retail mixed, LOV up 2.0% but other slipping. Gaming stocks better, ALL up 1.2%. Tech sector a standout with WTC up 1.8% and XRO bouncing 1.1%. The All Tech Index up 1.8%.Defence stocks continue to soar, DRO up 14.8%. In resources, a mixed picture BHP, RIO and FMG all falling around 1% on iron ore slipping. Gold miners were better with NEM up 1.1% and NST up 1.5%. Lithium stocks depressed, PLS down 4.6% and MIN falling 1.0%. Uranium stocks doing well, PDN up 7.9% on a broker upgrade. Rare earth stocks also in demand. In corporate news, HUB rose to record highs on new FUM inflows. TYR fell 2.7% on RBA moves to cancel fees for consumers.In economic news, Chinese GDP rose to 5.2% higher than expected and local consumer confidence rose. US CPI data tonight. Asian markets mixed with Japan up 0.3%, HK up 0.5% and China down 0.2%. 10-year yields at 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.

The ASX 200 ended down 10 points at 8570 as the move out of banks to resources continued. Banks eased slightly with the Big Bank Basket down to $282.02 (-0.4%). ANZ the worst of the four with MQG up 0.2% and AMP rising 1.4%. BNPL XYZ and ZIP fell 2.8% on JP Morgan moves on charges, REITs firmed ever so slightly, GMG up 0.3% and industrials eased, CPU down 3.0% with QAN off 0.9%, SGH down 0.8% and ORG falling 0.9%. Retailer flat and tech slipping, XRO continuing to fall, WTC down 1.3%. Resources saw buyers again, BHP up 0.9% as iron ore closed on US$100 in Singapore. Lithium stocks rallied from a lacklustre open as shorts covered again. PLS up 6.5% and LTR rising 3.1%. MIN up 1.5% with feet in both camps. Gold miners too back in demand, NST rallied 1.7% with NEM up 1.7% and EVN rising 1.9%. Oil and gas firmed, and uranium powered ahead as shorts covered. BOE up 2.0% and PDN up 2.9%. In corporate news, ASK on the end of a 165c bid. CCX fell 1.2% on a trading update, issues in US hurting. DRO jumped 17.0% on increased R&D spending, HSN rallied 10.9% on business update. Nothing on the economic front locally but Chinese exports showed promise.Asian markets firm but not spectacular. HK up 0.4%.10-year yields up to 4.36%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 drifted 9 points lower to 8580 (0.1%) as we wait and see what the weekend brings on tariff news. Banks eased back with CBA down 0.5% with the Big Bank Basket down to $283.17 (). MQG fell 1.5% and insurers also under pressure. REITS slipped, GMG down 1.8% with SCG off 1.3% as yields rose to 4.33%. Healthcare eased, CSL down another 0.6% with FPH falling 1.7%. Industrials also on the wane with WES down 0.7% and ALL down 1.1% with the techs under pressure too. XRO falling again by 1.5%. Retailers in trouble too, JBH down 2.1% and LOV down 2.5%. The bright spot was resources. Iron ore and rare earths. BHP up 2.8% as iron ore prices rose again, RIO up 2.3% with LYC up 16.7% and ILU flying 22.9% on US Pentagon news on MP Materials. Lithium stocks also doing well, LTR up 1.3% and PLS rising 1.6% with MIN storming 7.8% ahead. Gold miners sagged, NST continued its drop, down 2.2% and EVN off 1.5%. STO fell 0.9% on broker research on bid, coal better, WHC up 2.7% and uranium flat.In corporate news, JLG rallied 22.6% on news that PE is bidding 400c in a scheme. VNT fell 1.9% on a new fibre upgrade contract. ASM jumped 8.4% on a scoping study for Dubbo project. Nothing on the economic front. Asian markets were mixed, with Japan up 0.1%, HK up 1.5% 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.

The ASX 200 rose 51 points to 8589 (+0.6%). Banks were strong again with CBA up 0.8%, the Big Bank Basket up to $284.27 (+0.8%). Financials were firm with MQG up 0.4% and PNI up 1.8%. Insurers were mixed with MPL up 1.2% and NHF better. REITs firmed with GMG up 0.9% and VCX up 1.2%. Industrials better as BXB rallied 1.5% with TCL up 1.0% as CPU up 2.1%. Tech was mixed, with the All -Tech Index unchanged. Retail better too, JBH up 1.4% and LOV up 5.1% TPW up 1.8%. Resources better, led by BHP up 1.2% and FMG up 1.9%. Gold miners bounced back with NEM up 1.5% and PRU up 3.2%. Lithium stocks were also better with LTR up 6.7% and MIN up 3.7%. Uranium stocks eased again, BOE down 3% with PDN down 2.0%. In corporate news, IMR down 15.1% as approvals had fallen behind, AEL with board appointments.On the economic front, building approvals out today.Asian markets were mixed, with Japan down 0.7%, HK up 0.4% 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.

The ASX 200 fell 52 points to 8539 (0.6%) as losses accelerated in the afternoon. Banks helped relatively firm with CBA losing only % with the Big Bank Basket down to $281.96 (-0.1%). MQG dropped 2.5% and insurers losing steam, SUN down 0.8% and IAG off 1.2%. Healthcare under pressure, CSL down 0.9% on US tariff moves, SIG fell 3.3% and TLX bucked the trend rising 5.6% on good US code news. REITS stumbled lower as yields rose, GMG down 2.6% and SGP off 1.5%. Industrials also eased back, TCL down 0.9% with BXB off 0.6% and SGH falling 1.1%. Retail a little better and tech easing back. In resources, gold miners got walloped as AUD bullion prices staggered lower, NST fell 3.4% with EVN off 7.0% and GMD down 5.6%. The big iron ore miners slipped, BHP down 1.0% and RIO down 0.6%. Lithium stocks better, PLS up 1.7% and LTR rising 5.6%. Oil and gas stocks a little better, coal too and uranium falling hard, PDN down 8.3% and BOE off 7.6%.In corporate news, LIC crashed 37.3% on the recent court ruling. TLX jumped on Gozellix news. Nothing locally on the economic front. In China, PPI fell more than forecast. Asian markets mixed with five new IPOs listing today in HK. 10-year yields jumped to 4.34%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor. 

ASX 200 down 2 to 8596 on a volatile day as banks saw selling and money move to BHP and other resources. CBA was down for another day, as its now four out of five down days closing off % with the Big Bank Basket down to $282.16% (-1.6%). ANZ outperformed up 0.5%. Financials under pressure across the board, MQG down 0.8% and insurers falling hard. QBE off 2.2% and SUN down 3.4%. Defensives generally on the nose, TLS down 1.2% and REA off 3.4% with WES falling 2.0% together with WOW and COL. Tech mixed as XRO fell again and WTC up 1.2% despite more front-page news! Healthcare mixed, CSL up 0.5% and PME racing 7.8% ahead on news of two contract wins. Resources were the stars today, at least BHP up 5.6% with RIO and FMG also up but more modestly, around 1.8%. Gold miners finding some friends, NEM up 1.4% and WAF up 1.3%. Lithium stocks better, PLS up 11.3% with LTR rising 5.0%, MIN up 7.8% with coal stocks also back in favour, WHC up 8.2%. Uranium stocks eased back. WDS and STO slightly better. In corporate news, GLF rose 4.1% on its debit. VGN sinking 1.9% towards issue price. RPL ran 9.3% on $35m performance fee. On the economic front we had the trade balance numbers. Asian markets mixed, Japan unchanged, China up 0.6% and HK down 0.8%.10-year yields rising to 4.18%Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 fell just 1 point to 8541 in quiet trade as banks came under some pressure. CBA sold down 1.2% as money flowed to other three, ANZ up 2.5% the big winner. The Big Bank Basket flat at $286.04 (0.4%). MQG drifted 1.0% lower, and financials steady, GQG up 2.2% and IFL up 5.2% on news CC Capital was still actively trying to stitch the takeover together. Insurers mixed, REITs better, SCG up 2.8% and VCX up 1.6% with industrials drifting around. SGH fell 2.9% on Boral CEOs retirement. JHX fell 2.2% and tech eased, WTC down 1.0% but XRO rallying 1.2%. Retail flat. In resources, the iron ore majors steadied, FMG up 0.7% and gold miners rallied, NEM up 2.0% and BGL up 3.9%. Oil and gas stocks becalmed with uranium mixed, PDN down 1.4% and DYL recovering some poise up 5.4%.In corporate news, FND were suspended for not filing reports on time. MSB jumped 11.2% after progress made on FDA.  HMC fell 17.3% as energy transition head, Angela Karl stepped down.Nothing on the economic front today. Chinese Caixin PMI rose, and EU CPI tonight.Asian markets mixed, Japan down 1.4%, HK closed and China up 0.2%.10-Year Yield falling to 4.11%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 marched 28 points higher to 8561 (0.3%). After a tepid start, US futures kicked higher on trade deal hopes, dragging the ASX with it. Small closing sell-off from highs. Banks steady after early losses, the basket up to $287.13 (%). MQG up 3.9% on a broker upgrade, financials and insurers better too. NWL up 2.4% and IAG rising 1.7%. Healthcare got a kick, CSL up 2.2% and PME rallying 1.6%. Industrials generally firmed, WES up 0.7% and ALL rallying 1.3% with QAN up 1.8%. VGN dropped 2.8%. Retail stocks higher with JBH up % on EOFY activity. Tech firmed, WTC up % and TNE rising 1.2% as the ALL-Tech Index rose 0.7%. Resources were mired in losses for iron ore miners, BHP, RIO both copping a 1.5%+ loss. Rare earths eased and lithium off too with MIN up 1.6% on sale of its Yilgarn hub. Oil and gas stocks flat with KAR up 1.1% with coal stocks flat and uranium mixed. DYL fell 5.7% with PDN up 0.8%.In corporate news, JHX rose 7.1% after the Azek vote. DRO fell 4.2% after early gains on a Latam order. Nothing locally on the economic front, China's factory activity improved for a second month but remained in contraction. Asian markets mixed, Japan up 0.6%, HK off 0.3% and China up 0.3%10-Year Yield rising 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.

ASX 200 jumps 81points to 8556 (1.0%) on peace deal in Iran/ Israel conflict. Oil tumbles, gold slips, CBA rockets. Across the board gains, with the Banks leading the way, CBA up 2.1% and WBC up 2.6% with the Big Bank Basket up to $290.77 (+2.0%). MQG jumped 2.4% with fund managers also in demand, GQG up 6.9%. Industrials firmed, QAN up 2.4% as VGN relisted today up 11.4%, Tech better, WTC up 2.5% and the All-Tech Index up 1.2%. Resources were firm with BHP rallying 2.4% and FMG up 4.8% with the gold sector finding bargain hunters. EVN up 0.8% and GMD rising 2.0%. NEM eased 0.4%. Lithium stocks finding short sellers covering, MIN up 4.8% and LTR rising 5.3%. Oil and gas stocks collapsed, WDS down 2.5% and STO off 1.5% as the bid kept losses in check. KAR dropped 6.5% with the uranium sector flat. Coal too steady as she goes. In corporate news, CKF rose 17.4% on increased sales from young people. GGP debuted up 10.6%, TWE fell 0.9% on a trading update on Penfolds. Nothing on the economic front today. Asian markets jumped on peace deal, Japan up 1.1%, HK up 1.8% and China up 1.1%.  10-year yields 4.15%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 falls another 18 points to 8506 (0.2%) in quiet trade. Banks eased back after a stellar run, CBA down 0.2% with ANZ off 2.5% and MQG falling 1.9%. Financials steady, ASX up 0.6%, must be the new logo, Insurers slightly better. REITs too turned up, DXS up 1.0% and CHC up 0.5%. Defensives slipped, WES off 1.6% and WOW and COL eased with TLS down 0.6%. Retailers also fell slightly, JBH off 1.2% and TPW falling 2.6%. Tech eased with the All-Tech Index unchanged.Resources were mixed, iron ore whipped throughout the day but finished off, RIO down 1.3% and BHP up 0.2%. Gold miners rose after losses this week, NEM up 0.3% and EVN up 0.5% with lithium stocks falling as PLS dropped 5.0%. Uranium stocks stalled, BOE down 4.7% and DYL down 0.6%. Oil and gas mixed, WDS up 0.9%.In corporate news, PBH in a halt as BBT announced an off-market takeover. BCB crashed % after it announced a possible pause in operations due to prices and royalties.Nothing on the economic front locally. Japanese inflation rose more than anticipated. Asian markets better, Japan unchanged. China up 0.3% and HK up 1.0% 10-year yields 4.18%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 dropped 7 points to 8541 (0.2%) as nerves crept back in on Iran/Israel issues. Trump flew back to Washington to handle the situation. G-7 now G-6. Banks slipped slightly, CBA down 0.2% and ANZ off 0.5%. The BIg Bank Basket down to $280.41(-0.2%). MQG slid 0.4% with REITs also lower except GMG up 1.1% and other financials mixed too. Industrials pretty much lower across the board, drifting rather than sold off, TCL off 0.8%, REA down 0.5% and TLS falling 0.2%. Retailers mixed, as were travel stocks. Tech wafting around too with the All-Tech Index up 0.2%. In resources, uranium and rare earths stocks back in the spotlight or should it be SPUT light, DYL up 5.7% and LOT up 11.4% with physical buying of spot and short covering still dominating. Gold miners recovered some of the losses yesterday on the Iranian uncertainty as bullion rose, NEM up 2.5% and NST recovered 1.5% after the UBS inspired sell off. Iron ore majors eased back as iron ore fell in Singapore trade again. Oil and gas stocks weakened slightly, STO up 0.5%. In corporate news, it was quiet, too quiet. Asian markets drifted around, Japan up 0.5%. HK off 0.5% and China unchanged.10-year yields steady at  4.25%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The ASX 200 gave up strong early gains closing down 27 at 8565 (0.3%). US futures and lack of detail weighing on sentiment as Asian markets generally weaker. Banks slid slightly, CBA down 0.5% with NAB down 0.2% and the Big Bank Basket down to $262.66 (-0.5%). MQG whacked 1.6% with insurers also under pressure. REITs mixed, GMG off 1.2%. Industrials generally lower, ALL off 1.6% with retail down, led by SUL off 1.6% and BAP falling 2.7%. Travel stocks also under pressure, CTD down 3.1% and WEB off 2.8%. Fast food falling, DMP down 4.9%. REA fell 1.1% and TWE down 1.3% with TLS up 1.0% as defensives back in focus. In resources, gold miners back in demand, GMD up 6.0% and NEM up 3.0%. The Three Iron Ore amigos all down, BHP off 1.8% with FMG off 3.4%. Lithium stocks back under pressure, MIN off 7.6% and PLS falling 6.0%. Rare earth giant LYC rose 0.8%. Oil and gas stocks gave up strong early gains as the crude price fell back, KAR up 2.0% and BPT bouncing 2.4%. Uranium ok, nothing spectacular, DYL up 1.1% and PDN up 0.8%. In corporate news, CTT fell 31.2% on a trading update and a large line of stock going through. MVF rose 9.1% as its CEO resigned. COH up 0.7% after downgrading its earnings outlook. Nothing on the economic front today. Asian markets weaker, Japan off 0.6% and HK off 0.9. China unchanged.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 jumps to a record high before seeing profit taking creep in and close up only 5 to 8592 (0.1%). News from the UK on the trade talks were lacking in detail, US futures weaker before the CPI number tonight. Banks eased back with CBA off 0.3% and the Big Bank Basket down to $284.04 (0.2%). MQG fell 0.6% with insurers slightly weaker. REITs were firm, GMG up 0.2% and VCX up 2.4%. Industrials mixed, WES fell 0.6% with QAN falling 1.3% in news it was closing Jetstar Asia. Tech steady with REA up 0.6% and XRO falling 2.3%.  Resources were interesting again, BHP rallied 1.5% with FMG up 3.5%, gold miners fell again despite bullion rising, lithium stocks squeezed higher, PLS upgraded its MRE, up 5.6% and MIN rallying again up 3.2%. Uranium stocks fell, PDN was off 2.7% and LOT was down 8.6%. WDS and STO better, with BPT down 7.5% on a broker downgrade. In corporate news, ZIP raced 15.5% ahead on another guidance upgrade, JLG revealed a NBIO with no price tag attached. MVF bounced after the drubbing yesterday and FBU rose 10.0% on M&A talk. Nothing on the economic front. Asian markets better on trade talk, Japan up 0.4%, HK up 1.1% and China up 0.9%.10-year yields steady at 4.29%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 kicks off the week in style, up 72 points to 8587, a new record. Banks kicked again with CBA up 1.2% and NAB running 1.5% higher. The Big Bank Basket up to $284.50 (1.2%). MQG kicked 1.1% with financials generally doing well, IFL up 0.9% and ZIP up 6.4% on BNPL reforms. REITs also in demand, GMG up 2.1% and MGR better by 2.2% with healthcare better too, CSL up 0.9%. Retail stocks rallied as JBH gained 2.1% and ALL up 3.6% and tech stocks in demand, WTC up 2.4% and XRO rising 1.8% with the all-tech index up 1.6%. In resources, iron ore miners mixed, gold miners sold down aggressively, GMD off 1.3% with EVN down 3.8% and shorts in the lithium space gaining momentum. PLS up 5.5% and LTR up 4.8% with MIN gaining 5.1%. Rare earth stocks remain in favour and oil and gas stocks better. Uranium stocks tried to put in another stellar day but off the highs, PDN up 3.6% and BOE up 2.1%. In corporate news, ASB rallied another 7.3% as the US approved Hanwha holding. NXT up 5.2% on Malaysian expansion plans. MVF cratered 26.9% on another clinical issue. JLG in a trading halt pending a change of control announcement. Nothing on the economic front, Asian markets slightly higher, Japan up 0.2% and HK down 0.5% and China down 0.6%. 10-year yields at 4.26%, steady. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 finished up 75 points at 8542 (0.9%) close but no cigar. CBA became the first $300bn market cap stock on the ASX. Not surprisingly a new record, the Big Bank Basket up another 1.3% to $282.44. WBC the best of the bunch, up 1.5% with MQG up 1.5% and GQG lifting 4.3%. REITs also firmed GMG up 0.7% on data centre demand. Retail stocks also in demand following lacklustre GDP numbers and hopes fro more rate cuts. LOV romped 9.1% higher as Mark McInnes joined as deputy chair. JBH up 2.1% and HVN up 3.0% with travel and fast-food stocks rallying too. Defensives sold down as WOL, COL and TLS fell slightly, tech gained a little, WTC up 1.1% and TNE up 1.4% with the All-Tech Index up 0.9%. In resources BHP up 1.0% with FMG rising 1.6% as iron ore found some strength in Singapore. Gold miners sold down, EVN down 2.7% with GMD off 2.8% and SPR losing 0.9%. Uranium stocks spurted higher on Meta moves in US to shore up nuclear power deals, Lithium also saw buyers return, PLS up 5.7% and LTR rising 6.1% with MIN doing well, up 9.2%. Oil and gas better with CRN sorting some liquidity issues out, up 38.1%. In corporate news, MYX was issued with the scheme termination notice falling 5.3%, IEL fell another 2.6% after the 48% loss yesterday, and PBH had an upgraded bid of 120c. On the economic front, GDP came in below expectation at 0.2%. Asian markets firmed, Japan up 0.8%, HK up 0.6% and China up 0.5% 10-year yields steady at 4.25%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 up 53 points to 8647 (0.6%). A solid rally driven by bullion and banks. The Big Bank Basket rallied to $278.81 (+1.2%). CBA up another 1.3%, with ANZ doing well up 1.3%. MQG rose 0.9% and IFL up 2.7% on a broker upgrade, Insurers better, SUN was out and up 2.4% with IAG doing well, rising 2.9%. REITs rallied too, GMG up 1.1% and CHC rising 3.1%.  Industrials in demand across the board, JBH up 1.9% with WOW and COL better, TLS continuing to push ahead up 1.0% with QAN up another 2.0%. Healthcare mixed, SIG up 2.3% and CSL off 1.0%. Tech stocks rose, with the All-Tech Index up 0.3%. In resources, iron ore stocks drifted lower as iron ore fell on Chinese PMI. Gold miners off highs, but still strong, NEM up 4.3% with GMD gaining 4.6% and OBM up 5.9%. Lithium stocks falling again, PLS down 0.4% and MIN hit 5.5%. Oil and gas stocks rose with crude, uranium still under pressure again. DYL down 1.9% and PDN off 1.3%.  In corporate news, IEL fell 48.1% on a massive downgrade and nasty outlook statement, TEA ran 8.6% on a special dividend, DMP fell 2.2% after a raft of executive changes. In economic news, the RBA minutes helped sentiment, Chinese PMI dropped to 48.3. Asian markets slightly higher, Japan up 0.1%, HK up 1.1% and China up 0.5%. 10-year yields steady at 4.26%.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

ASX 200 fell 21 points in quiet trade to 8415 (0.1%). Most sectors showing losses as nerves crept back in on Trump and Chinese negotiations. Banks slipped with WBC off 1.2% and the Big Bank Basket down to $275.32 (-0.1%). MQG fell 1.0% with insurers better, QBE up 1.3% and MPL rising 2.1%. REITs slid, GMD down 0.9% and VCX off 0.4%. Industrials were mostly flat, WOW and COL better, WES up 0.5% and SGH doing well, up 0.7% with BXB rallying 1.0%. TLS continued to push higher, tech was mixed as WTC fell 2.3% and XRO rose 1.5% with the All-Tech Index down 0.5%.  Healthcare under a little pressure, SIG off 3.2% following the sell-down last week. In resources, iron ore down in Singapore, BHP off 1.2% and FMG sliding 2.5%. Lithium stocks under pressure following the UBS downgrade last week, MIN off 11.8% and PLS falling 8.1%. Gold miners were better as bullion pushed higher on steel tariff issues, EVN up 3.1% and NEM up 1.2%. Oil and gas stocks eased slightly and uranium stocks fell. In corporate news, SOL announced a merger with BKW to create a new $15bn top 50 stock. Both stocks rallied hard on the news, a $500m zero discount capital raising also helped sentiment. BSL jumped 4.4% on US tariff moves, APE extended the buyback, JHX rose 1.4% on securing a new debt facility. Nothing on the economic front locally, China and US ratchet up war of words. Asian markets fell, Japan down 1.3%, HK off 1.9% and China down 0.5%. 10-year yields steady at 4.26%.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.