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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.

The ASX 200 fell for the second straight session, recovering from early lows, dropping 6 points to 8151 (-0.1%). Mixed sector performance. Healthcare worst performing sector. Pulled down by two biggest names. CSL (-2.5%) down as it flagged vaccine scepticism in US as a challenge. SIG (-6.7%) down after it took a $42.4m hit in transaction costs so far in FY25. Disappointment of WBC (-2.0%) earnings continued to weigh on Banks and broader index. CBA flat, Big Bank Basket down to $263.69 (0.6%). Other financials fared better. MQG (+0.8%) up as its conference kicked off. Also up are RPL (+0.9%), XYZ (+0.7%). REITs up as RBA rate decision draws nearer. Two weeks today. GMG up 0.2%, MGR up 0.9%. Tech more mixed. WTC down 2.2% as it stayed quiet on guidance give tariff difficulties. NXT jumped 8.3% as it smashed utilisation record on AI demand. Added to Growth on Friday.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 started the week giving back 80 points to 8158 (1%) as the bank rally faded post WBC results. Slightly underwhelming and lack of growth to blame. WBC fell 3.0% taking CBA down 1.6% and the Big Bank Basket down to $265.29 (1.7%). MQG followed the other lower down 1.8% ahead of numbers Friday. Other financials gave up early gains, with RPL and XYZ, two of the only winners. REITs also slipped led by GMG down 2.2% and MGR off 0.9% with industrials also weaker. Retail sagged, PMV down 3.4% and APE off 3.1% with MYR down 3.5%. Defensives such as TLS slid 1.1% and REA down 1.8%. Resources held up better with BHP down only 0.9% and RIO off 0.9% despite rising Iron ore prices in Singapore. Gold miners were mixed, GOR jumped 9.4% on the takeover by Goldfields, NST up 0.4% and EVN up 2.1% with BGL rallying 2.2%. Lithium stocks were flat, LYC up 1.8% and oil and gas stocks crumbling in the face of oils fall. WDS down 3.6% and STO off 4.0%. Uranium stocks mixed, NXG down 4.6% and BOE up 0.8%. In corporate news, TYR pulled out of SMP talks, PLY dumped after CEO retires wounded. RWC warned on tariffs and fell 2.4% with EDV forecasting flat to modest retail sales growth. Nothing on the economic front. In Asia, China and Japan closed for a holiday. 10-year yields pushing higher to 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.

The ASX 200 kicked another 93 points higher to 8238 (1.1%) as China appears to often its tactics. A big kick in US futures on the news helped. Banks led the way higher for a change. The Big Bank Basket up to $269.96 (+1.6%) ahead of the results kicking off next week. CBA up 1.4% and WBC playing some catch-up up rising 1.9%. MQG finally joined in, and other financials did ok with the exception of XYZ, which cratered 26.7% on a downgrade and disappointing earnings. REITs continued higher led by GMG up 1.4% and SCG up 0.6%. Industrials continued to find strength, WOW up 2.3% and COL up 2.1% with WES up 1.2%. Retail took a breather, but tech was mixed with WTC looking at a potential US acquisition up 0.7%. The All-Tech Index down 0.9% as CPU weighs. Off 4.1%. Travel stocks sold down after CTD issued a warning, off 10.0% dragging WEB down 4.2%. Resources initially languished buy bucked up as China news came through, BHP up 0.7% and FMG rallying 1.1%. Gold miners also picked up with news that GOR had gone into a halt pending a takeover offer potentially, NST finding a base up 0.7% and EVN up 2.9% on copper rallies too. MIN rallied 0.8% with LYC under a little pressure still on Ukraine moves and China holding a olive branch. Oil and gas better, WDS up 2.0% ahead of OPEC+ meeting Monday, uranium stocks continue to push ahead as shorts cover, PDN up 2.8% and BOE up 5.3%. In corporate news, CSC jumped 2.8% on record revenues. On the economic front, retail trade rose 0.3% MoM. Asian markets rose, Japan up 1.2%, HK up 1.6% and China closed for a holiday. 10-year yields steady at 4.22%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 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.

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.

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.

A strong finish to a short week as the ASX 200 closed up 48 points to 7968 (0.6%). For the week we are up another 1.9%. A solid performance from the banks again with NAB up % and WBC rising %. The Big Bank Basket rose to $260.77 (+0.75%). MQG up another 1.2% as brokers upgraded post the Nomura deal. Fund managers picked up too, PNI up 2.6% and MFG rising 1.2%., GDG failed to touch the wall with its business update falling 14.9%. AMP feeling some love from brokers up 2.5%. ZIP also doing well as shorts covered. REITs better as an RBA rate cut beckons. At least according to WBC. Industrials relatively flat, tech better, WTC up 2.5% and the All-Tech Index up 0.6%. Healthcare saw gains with RMD doing well up 8.5% as it believes it is exempt from tariffs. The action again was in resources, BHP up 0.9% and FMG up 1.0%. Gold miners bounced back as bullion bounced and panic subsided. NEM quarterly helped and were up 3.5%, RRL up 4.1% with NST bouncing slightly. Shorts were being covered in uranium stocks again, PDN roaring ahead, up 12.1%, MIN up 5.9% and ILU up 2.4%. In corporate news, plenty of quarterlies dropping. PWH fell 5.7% as the CEO and founder is stepping back for medical leave. JHX is getting attention from Jim Chalmers on its move to redomicile without shareholder approval. On the economic front, WBC's economist Luci Ellis says a 25bps cut in May is now on the cards. Asian market mostly better. 10-year yields 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 was a mirror of yesterday with CBA and gold miners down today and the rest of the market up. The index closed up 104 points at 7920(1.3%). In the banks, CBA fell 2.5% with NAB the standout up 3.2% with the Big Bank Basket down to $258.77 (-0.8%). MQG leapt 5.3% with other financials back in demand, PNI up 6.0% and GQG up 7.1%. REITs also doing well with GMG rallying 3.0% and VCX up 2.7%. Industrials firmed across the board, WES up 1.8%, ALL rising 4.4% and SGH up 3.2%. Healthcare stocks also saw gain, TLX up 12.5% on a sales update. Tech stocks better, WTC put in 5.5% with XRO up 2.9% and the All-Tech Index up 3.5%. Resources were generally firm, BHP up 3.3% with FMG rallying 2.7%, LYC fell 7.6% on possible Chinese de-escalation, gold miners too saw some profit taking across the board, with NST down 9.6% and EVN falling 10.9% as NEM dropped 7.0%. Uranium stocks had a lovely day out, PDN reassured the markets with a production update, up 24.6%, and Spott has been buying the sector; DYL is up 12.0% with oil and gas stocks also doing well, STO is up 6.1% with WDS putting on 3.6%. On the corporate front, IFL revealed FUM and rallied 4.5% with CTT falling 24.4% on reporting weak demand in US on tariff uncertainty. On the economic front, new business activity in Australia's private sector rose at the fastest pace in three years. Asian markets firmed with Japan up 1.9%, HK up 2.2% and China up 0.3%. 10-year yields eased slightly to 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.

The ASX 200 shook off early losses as banks pushed ahead. The index closed down 2 points at 7800 (0.03%), with CBA hitting a record high! Up 4.2% The strength here has masked underlying index weakness.  Other banks trailed in its wake with the Big Bank Basket up to $260.87 (+2.5%). Other financials were mixed, GQG up 2.9% with CGF also doing well, IFL dropped 4.3% on a broker downgrade, PNI fell 2.4% and XYZ off 5.5%. REITs also fell hard, GMG down 1.6% and CHC falling 1.2%. Industrials also fell with tech under serious pressure, WTC down 2.4% and the Index down 2.0%. Retail fell too, LOV off 1.6% and APE down 1.6%. Travel stocks fell, FLT off 4.1% and CTD falling 2.9%. In resources, gold miners were the stars again, NST up 3.0% and EVN pushing 4.9% ahead as copper hit a two-week high. GMD up 1.4% and OBM rose 3.0%. Lithium miners fell as CATL is pushing ahead with sodium-ion technology. Uranium stocks trounced as DYL paused its Namibian operations, falling 8.2% and PDN down 12.5%. Iron ore miners steady, despite the fall in iron ore in Singapore. In corporate news, MQG rose 0.6% as it sold is asset management business to Nomura. BGL fell 7.1% after more detail on its hedge book emerged. ILU and REE joined forces to bid for a Kenyan Rare earth project. Nothing on the economic front. Asian markets were better than expected with 10-year yields at 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.

ASX 200 gives up gains to close down 3 points at 7759 as US futures turn down on Nvidia news. Banks as usual a safe place to be, the Big Bank Basket up to $252.55 (1.0%). WBC up 1.5% and MQG unchanged. Financials mixed, ZIP rising 16.2% on a very positive update and upgrades. REITS firmed with SCG up 1.2% and VCX up 0.5% whilst GMG fell 0.5%. Industrials were weaker, SGH down 1.5%, GYG fell 3.5% and FLT off 2.3%. Retail stocks eased back, LOV down 2.5% and AX1 off 6.3%. Tech fell, the All-Tech Index dropped 0.6% as WTC announced Richard White had a new role. Same as the old role really. XRO fell 1.2%. Resources were slipping again, iron ore miners fell, BHP down 1.2% with RIO off 2.7% and FMG falling 2.4%, Gold miners soared as quarterlies are pointing to the cash piling up, GMD up 8.4% and EVN kicking 1.3% higher again. Energy stocks under pressure, WDS down 2.3% and WHC falling 7.4% with uranium stocks once again on the nose, the fallout continues, PDN down 4.6% and BOE off 4.6%. In corporate news, BOQ up 5.5% on higher margins, SGR trading again unchanged as the rescue plan continues to play out. KAR up 1.6% after raising expenditure guidance. In economic news, Chinese GDP beat estimates. Locally building activity fell, the total number of dwelling units commenced fell 4.4% to 41,911 dwellings. Asian markets under pressure, Japan down 1.3%, HK off 2.3% and China off 0.7%. 10-year yields rose 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 consolidated the move yesterday with a gain of 13 points to 7762. Easter is calling it seems. Banks were the key with the Big Bank Basket up to $250.19 (0.6%). CBA up 0.5% and MQG gaining 0.8% too. Other financials were a little soggy, GQG down 1.9% with HUB falling 2.9% despite good FUA numbers. PNI dropped 5.0%. REITs eased back too, GMG down 1.2% and SCG down 0.9%. Healthcare saw CSL better despite threats from Trump to put tariffs on pharma; Industrials drifted lower. WOW down 1.8% with REA off 1.8% and tech under some pressure. WTC down 2.2% with XRO falling 1.5% as the All-Tech index dropped 0.8%. Retail generally slipped with SUL off 2.9% and FLT falling 2.8%. Resources were flat in the main; EVN had a great quarterly and rose 3.9%, whilst other gold miners saw some profit-taking; BHP, RIO, and FMG showed slight gains. LYC and other rare earth stocks in demand,  as China blocks exports. Uranium and coal stocks falling away, NXG down 2.6% and NHC off 1.3%. In corporate news, BGL resumed trade down % as it raised $156m to buy back its hedge. CKF fell 7.7% on news it will close Taco Bell. PPT fell 1.4% as money left the building and AX1 up 4.7% on news of Sports Direct launch. On the economic front, The RBA minutes left the door open for a possible May rate cut. Asian markets mixed, Japan up 0.9%, HK down 0.3% and China down 0.3%. 10-year yields falling to 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.

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.

The ASX 200 finished down 63 points to 7647 after rallying through the day to close on its highs. European futures expected to open slightly higher. For the week the ASX 200 is down 20 points! Banks slipped slightly with the Big Bank Basket down to $244.92 (-0.6%). MQG slid 0.8% and insurers also turned down, QBE down 0.6% and SUN off 1.5%. PNI continued to fall with GQG up 1.5% and ASX up 2.2%. REITs pulled back, GMG down 1.3% and SCG off 2.6%. Industrials were mixed, WES up 2.0% and TLS a star still up 1.1% with WOW and COL slightly former.  Tech eased. WTC down 1.2% and XRO off 0.7%. The All-Tech Index down 1.2%. Resources were easier, BHP off 1.6% with RIO down 1.2%. MIN down 2.0% despite a broker upgrade, gold miners were on fire. NST up 5.5%, EVN up 7.8% and NEM up 5.4%. Bullion pushing higher yet again. JHX resumed its fall down 3.5% with ORI down 3.8%. Oil and gas slipped, WDS down 2.1% and STX off 5.9% with the uranium stocks back under slight pressure again. PDN down 3.0% and BOE flat. Not much on the corporate or the economic front today. Asian markets were mixed, Chinese market seeing support from authorities. Japan down 3.2% with China up 0.5% HK up 1.9%. 10-year yields jumped 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.

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.

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.

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.

The ASX 200 tried hard but ultimately failed falling 192 points to 7668 (2.4%) for a 4.0% loss for the week. It feels like a lot more. After the drubbing of the iron ore stocks yesterday, all held up better than the market, BHP down only 0.5% and FMG off 0.6%. Elsewhere copper and base metal stocks were slashed, S32 down 5.4% with NIC off 8.0% and MIN falling 9.9%. Lithium once again under pressure, PLS down 4.9% and LTR off 3.1%. Oil and gas stocks were under serious pressure on OPEC+ moves, WDS fell 9.1% and STO down 9.4%. Uranium stocks found little support, BOE up 2.7% and PDN down only 0.7%. Some big moves in JHX down 7.8% and DNL (IPL in old money) dropping 8.2% Gold miners were mixed. GOR up 2.4% and RMS gaining 2.1% but NEM down 2.5%. Banks gave up the unequal struggle with the Big Bank Basket down to $246.87(-1.9%) and ANZ down 3.7%. MQG fell a huge 9.0% with financials under pressure. A report of hacking of some superfund managers did not help. MPL rose 1.1%. At least it wasn't them this time. WOW and COL rose on defensive aspects, retail stumbled and REITs falling, GMG down 5.0%, WES fell 2.5% and SGH off 5.3%. Healthcare stocks eased. In corporate news, ANN bounced 3.0% after saying it would fully offset tariff rises. Nothing on the economic front. NFP in the US tonight. Asian markets muted, China and HK closed for a holiday, Japan down 3.6%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.

The ASX 200 finished down only 75 points to 7860 (0.9%) as it bounced solidly from support at 7800. The extreme knee jerk reaction on the promises in the Rose Garden saw banks back on the defensive buyers list and companies with little or no overseas exposure did better. CBA rose 1.0% with the Big Bank Basket up to $251.54 (0.2%). ANZ had a shaky start after moves to increase its capital requirements, closing down 1.4% with MQG on the nose off 2.9%. Financial services copped it with GQG off 5.2% and PPT down 4.8%. ZIP remained undone as US consumer confidence woes will continue. NWL hit hard off 8.7%. REITs also reversing some recent gains, GMG off 3.7% and CHC down 4.7%. Healthcare stocks found buyers, CSL up 1.0% and PME rising 2.0%. Industrials eased, WOW and COL better on defensive buyers, WES up 0.3% and REA doing better, up 0.9%. Tech followed US tech lower, WTC off 2.7% with XRO falling 3.4%. The All-Tech Index down 1.2%.Resources were hurt badly, BHP down 3.4% and RIO off 2.7% with MIN falling 9.5% and PLS down another 6.8%. Gold miners were boosted by bullion price rises on tariff uncertainty, NEM up 2.3% and NST up 2.1%. SPR rose 4.4% with WGX also better. Oil and gas stocks fell hard, WDS down 2.9% and BPT off 2.9%. WHC dropped 7.6% on broker downgrades and uranium still toxic, PDN down 1.3%. In corporate news, TWE reassured no impact from tariffs. CTT smacked 14.5% on serious impact from rising tariffs.Nothing on the economic front although the RBA released its financial stability report. Asian markets fared better than some feared, with Japan down 3.5%. China down 0.4% and HK off 1.6%. AUD stable with bond yields falling to 4.24% in the 10's. Dow futures down 2.0%, NASDAQ futures worse at -3.1%.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 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.

The ASX 200 dropped 30 points to 7969 (0.4%) as the banks came under a little pressure on car tariffs in the US. The Big Bank Basket rose to $245.27 (+0.1%).  Financial services also under some pressure as the OPT fall out continues. MQG down 1.1% and GQG off 1.8%. PNI also falling 3.5%. REITs also under some pressure with GMG falling 4.0% as data centre growth seems to be questioned. SCG off 1.4% and GPT down 2.0%. Tech is also under pressure with WTC off 2.0% as AussieSuper sells out on government issues. The All -Tech Index down 2.6%. REA and CAR fell too with DHG down 4.9% on CoStar revised bid being best and final. Retail down too with car stocks sliding, APE off 2.7%, BAP down 2.5% and ARB down 2.0%. Resources were holding their end up, gold miners pushing ahead again, NEM up 0.7% and NST up 0.8%. GOR rose 3.9% as shareholders urged the board to engage. LTR up 1.5% and MIN slightly firmer. BHP, RIO and FMG seeing small gains. JHX finding some support up 2.1% with uranium shorts back in control. BOE falling 5.0% and NXG off 0.3%. Oil and gas better WDS up 1.5%. In corporate news, TRS soared 109.5% on a huge premium bid from Dollarama. RPL fell another 8.9% as OPT fall out continues. DVP quashed rumours on BGL contract. Nothing significant on the economic front although it looks like Albanese will call an election tomorrow for May 3rd. Asian markets were weaker with car makers under pressure. Japan down 0.9%, HK up 1% and China up 0.4%. 10-year yields 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.

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.

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.

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.

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.

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.

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.

The ASX 200 rose another 64 points to 7854 (0.8%) with the banks finding bargain hunters, CBA up % and ANZ rallying % as the Big Bank Basket hit $236.48 ( +1.2%). Financials were mixed, MQG up 1.3% with GQG down 0.5% and PNI rallying 3.2%. REITs were flat as GMG rose 0.3%. Industrials a mixed picture, QAN down 0.9% and WOW and COL slipping slightly, Tech mixed, WTC down 0.6% and XRO up 1.0%. Retails stocks firmed, LOV up 4.2% and PMV rising 1.3% with DMP up 3.6%. Footy has started perhaps! MYR also had a good day, up 3.3%. Resources were the stand outs, BHP up 2.4% and FMG rallying 4.2%. Lithium shorts scrambling to cover with MIN up 11.6% as UBS upgraded. PLS rallying 7.1%. LTR also doing well, roaring 6.2% ahead. Gold miners were slightly better, GMD up 1.8% and SPR rose 9.1% as RMS made its move to merge. Oil stocks formed, WDS up 1.9% and coal better too, WHC up 2.5% with uranium stocks finding a little love. In corporate news, the NAB CFO has switched banks to WBC, SMP jumped 47.1% on news TYR and another was looking at a bid. Nothing on the economic front, Asian markets pushed hard, Japan up 1.3%, HK up 1.3% and China flat. 10-year yields 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.

A solid end to the week with the ASX 200 up 41 points to 7790 (0.5%). For the week the ASX 200 is down 2%. Resources leading the charge higher and Asian markets soaring. Banks flat with the Big Bank Basket down to $233.56 (-0.7%). Insurers gained a little QBE up 1.2% and financials generally better, GQG up 1.4% with MQG rallying 0.8%. REITs were better generally, SCG up 0.9% and GPT up 1.4%. Industrials also saw bargain hunting, WES up 0.8% with BXB up 0.8% and utilities bouncing, ORG up 1.9% and TWE up 1.9% on wine tariffs. Healthcare also back in demand, SIG rising 2.9%. Tech slightly better, TNE up 2.1%.Resources were the stars today, iron ore miners finding some love with BHP up 1.1% and FMG up 2.7%. Gold miners celebrated record gold prices, NST up 2.8%, NEM up 5.7% and EVN up 4.6%.  Lithium stocks also saw gains with PLS up 4.3% and MIN gaining 0.9%. MLX soared 22.2% as tin prices erupted as a mine in Africa closed. Even uranium stocks managed a small bounce, PDN up 2.2% and BOE up 4.5%. In corporate news, MYR announced some C-Suite changes. CYL up 5.2% after initiating production at Plutonic.Nothing on the economic front. Asian market bouncing hard. Japan up 0.9%, HK up 2.5% and China up 1.8%. 10-year yields steady at 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.

 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.

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.

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.

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.

The ASX 200 continued to struggle down 46 points at 8095 (0.6%) as stocks going ex -dividend weighed. Banks eased yet again with CBA off 1.8% and WBC down 0.9% as the Big Bank Basket fell to $248.82 (-1.1%). MQG off another 0.4% as one broker downgraded. Insurers also in the eye of the cyclone, SUN down 1.0% and QBE dropping 1.3%. REITs eased back, GMG down 0.2% and SCG off 0.9%. Industrials also lost ground, WES fell 1.6% with WOW and COL slipping, QAN down 2.0% from heady highs and TLS slid 1.0%. REA was a positive today up 4.3%. Tech mixed again, WTC up 4.7%. In resources, RIO Ex dividend knocked 2.2% off, BHP down 0.8% after it went Ex, gold miners better, NEM up 1.4% and EVN up 2.7% on copper exposure too. SFR ran 4.8% on its copper exposure, MIN bounced 2.6% and WAF jumped 11.9% on production upgrades. Oil and gas stocks on the nose as crude hits 3-year lows, WDS down 4.7% (XD) and STO off 1.9%. Uranium stocks feeling slightly perkier, BOE up 1.3% and PDN up 1.1% on some broker upgrades. On the corporate front, AMC dropped1.6 % on plans to reorganise it business. AUD has had its best week since 2023. LTM now delisted. SGR looks to HK for a bail out as Brisbane casino set to be sold. On the economic front, Building approvals rose 6.3%. Asian markets remain firm, Alibaba helping Japan up 0.9%, HK up 2.6% and China up 1.3%. 10-year yields back up to 4.48%.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 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.

The ASX 200 fell another 48 points today to 8198(0.6%). Trump's tariff chaos continues with Mexico and Canadian levies due to take effect in days. Canada has already fired back, losses were tempered as banks found a footing. CBA rose 0.4% with WBC up 0.2% and the Big Bank Basket at $254.30 (). Financials were weaker, MQG down 1.2% and insurers down heavily as Alfred comes to QLD. QBE down 2.0% and SUN down 2.0%. REITs were weaker, GMG off another 0.9% with DXS bucking the trend up 1.6%. Healthcare weaker though CSL up 1.0% in defensive buying. Industrials fell across the board. Some love found for rate sensitive stocks, QAN rose 2.1% on oil price falls. Retail pushed lower, LOV down 3.5% and TPW off 5.3% with WEB falling 4.4% and GYG dropping another 4.4%. Tech dropped with the index down 0.8% Resources could have been worse. Iron ore stocks found some buying, BHP down 0.3% with RIO similar, FMG fell 3.4% with PLS down 3.8% and MIN off 10.2%. Gold miners firm but unspectacular, NEM down 0.9% and EVN up 1.6%. Energy stocks suffering big falls, WDS off 3.1% and STO down 4.7% with uranium stocks still toxic. In corporate news, IFL fell 5.6% as it declined to make an early debt repayment, HCW dropped 7.8% as Healthscope failed to pay some rental invoices. In economic news, RBA minutes showed RBA in no hurry to cut rates and retail sales rose by 0.3% in January. Steady as she goes. Asian markets weaker but 10-year yields continuing to fall to 4.27%.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 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.

 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.

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.

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.

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.

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.

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.

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.

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.

ASX 200 rallied 51 points to a new record of 8535 (+0.6%) after a slow start dominated by results. CBA set the tone and gained 2.5%, with other banks following in its wake, the Big Bank Basket up to $272.97 (+2.0%). MQG found some love from brokers, up 1.7%, and SUN delivered a special dividend up 1.3%. GQG continued higher by 1.7% with MFG going down 2.7%. BVS knocked the lights out with its results up 18.6%, and CPU also doing well on upgrades to guidance, up 15.5%. REITs mixed but uneventful despite yields pushing higher, CQE continued to gather fans up 2.9% after the good result yesterday. Industrials firmed, supermarkets were better, WOW and COL doing ok. SGH continued to grind higher on broker upgrades, up another 2.8%, and REA rose 1.5%. Healthcare seems to be struggling with US concerns on cutbacks, with PME down 1.2% and TLX off 1.0%. CSL stumbling around but trying hard to find fans, In resources, the Three Amigos were mixed, FMG up and RIO down. Gold miners took a breath, NEM down 2.5% ahead of Barrick results tonight, EVN delivered on promise and rose 1.1%. Lithium miners still squirming, MIN off 2.4% and PLS up 0.5%. Oil and gas stocks were slightly firmer as STO upgraded its reserves, uranium slipping slightly and coal not such a merry old soul, WHC off 2.7%. In corporate news, AGL rose 0.2% on better numbers, and AOV fell 7.1% on less than GUD results. On the economic front, lending indicators today. Asian markets a little mixed, with Japan off 0.1%, China unchanged and HK up 1.6%. 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.

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.

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.

 A quiet cautious session as the ASX 200 gave back 9 points to 8411. Down 21 points for the week after a torrid start. Banks were solid ahead of CBA results next week. The Big Bank Basket rose to $268.42 +0.2%) MQG slipped slightly with GQG down 1.3% with insurers steady. REITs better on lower 10-year yields, GMG up 0.6% and CHC up 0.5%. Industrials were mixed, and REA kicked 2.8% on broker upgrades. WES slid 1.1% with retail firm, PMV up 1.2% and SUL up 2.6%. Travel stocks also in demand, WEB up 2.6% and CTD rising 3.3%. DMP rose 21.3% like a cheesy crust as store closures were announced in Japan. Finally. Healthcare on the nose as RMD continues to stagger around after quarterly, down another 2.6%. CSL off 1.1% and PME falling 1.5%. Resources were generally weaker, though iron ore miners rose, BHP up 0.6% and FMG up 1.9%. Gold miners saw some profit taking, NST down 2.4% and WGX off 2.0%. Rare earths LYC up 6.1% on Chinese fears, and lithium stocks walloped as CATL rumoured to be reopening a lepidolite mine. PLS down 4.3% and LTR off 4.4%. Energy stocks fell, STO down 0.9% and WHC down 3.9% with uranium under pressure. In corporate news, MMS fell 10.4% on a broker downgrade, and NCK rose 10.5% on better-than-expected results. SIG guided up and rose 3.2%. Nothing locally on the economic front. Asian markets mixed, Japan down 0.6% and HK up 1.5% and China up 1.7%. 10-year yields slightly higher at 4.36%.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 ASX 200 continues to march ever higher gaining 104 points to 8521 with a cooee of the record close. Banks led, everything else follows. CBA is up %, and ANZ is playing some catch-up football is up %, with the Big Bank Basket up to a new record of $267.97 (2.5%). MQG bounced 0.9% but still some question marks given the banks green and clean push in recent years. Insurers gained, QBE up 0.7% and SUN up 1.6%. GQG continue to push higher up 3.6% and MFG up 2.0% on FUM news. REITs pushed up, GMG up 1.5% and VCX up 0.9% as yields fell. 10-year yields falling to 4.30%. Healthcare mixed, CSL bounced 0.9% with RMD still finding it tough going. Industrials firmed, WES up 3.2% on a broker upgrade with Bunnings the driver. ALL up 1.6% with BXB up 2.1% and REA gaining 1.2% despite the CEO announcing his retirement. NWS results cheered, up 5.8%. Retail mildly positive, MYR fell 5.6% as the in-specie distribution came to pass. In resources, iron ore majors were slightly firmer, gold miners striong as bullion hit new records, NEM up 2.1% ahead of results. WGX bouncing 3.7% with SPR doing well up 4.3%. Some firmness in the lithium market, but energy stocks under a little pressure. STO down 0.6%. Uranium stocks weaker along with coal. In corporate news, NWS released good results, PEXA disappointed with an update, BPT fell 5.0% on a tightening of guidance. In economic news, the seasonally adjusted balance on goods decreased $1,707bn in December. Asian markets better. 10-year yield down to 4.32%.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.