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A twice-daily podcast from the Marcus Today team for self-directed investors.
Published every weekday before the ASX open and after the close (AEST), these short updates cover what's moving markets, key developments overnight, and the themes shaping the trading day.
Clear. Practical. No noise.
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Stocks resumed their decline Thursday after a one-day respite as concerns over the Iran war flared up again with U.S. crude topping $80 per barrel. The Dow Jones Industrial Average declined 784.67 points, or 1.61%, to 47,954.74. The S&P 500 fell 0.56% to 6,830.71, while the Nasdaq Composite dipped 0.26% to 22,748.99. The stock sell-off was led by Boeing, Caterpillar and other names that stand to lose the most if the global economy slows. Oil prices jumped, with West Texas Inte...
The ASX 200 limped around most of the day closing up 39 points to 8940 (0.4%) with a conviction less rally. Banks found their feet with CBA up 0.4% and the Big Bank Basket up to $299.13 (+0.5%). MQG had a rare good day up 3.8% with insurers and other financials better, ZIP rose 9.9%. REITs were mixed, GMG up 2.4% and SCG off 0.5%. In industrials, WES continue to flop, down another 0.7%. Retail was flat, Healthcare better led by CSL up 2.5% and RMD up 0.8%. Tech had a good day too. WTC up 7.1%...
Stocks rose on Wednesday, building on the momentum seen late in the previous session, as the surge in oil prices pulled back following developments in the U.S.-Israeli war on Iran and fears about a U.S. economic growth scare faded. The Dow Jones Industrial Average added 238.14 points, or 0.49%, to close at 48,739.41. The 30-stock index snapped a three-day run of losses. The S&P 500 gained 0.78% and ended at 6,869.50, while the Nasdaq Composite moved 1.29% higher and settled at 22,807.48.&...
Day 5 - The ASX 200 fell another 176 points to 8901 (1.9%) as resources and banks came under pressure. Asian regional markets went into full panic mode with Korea down 11%, its largest move since the GFC. It had been a tear for some weeks and has now come undone. Resources were under serious pressure from the off. BHP down 3.5% with FMG off 3.0% and the gold miners down but not quite out. NST down 2.5% and EVN off 4.7%. Lithium stocks dropped, LTR down 3.2% and PLS off 1.3%. Copper stocks als...
The Dow Jones Industrial Average lost 403.51 points, or 0.83%, and ended at 48,501.27. The S&P 500 slipped 0.94% to close at 6,816.63, while the Nasdaq Composite shed 1.02% to settle at 22,516.69. At their lows of the day, the S&P 500 lost 2.5%, and the Nasdaq was down about 2.7%. The 30-stock Dow was down more than 1,200 points, or around 2.6%, at its nadir. SPI down 124 - Commodities sold down hard - Gold down - Oil up but off highs - GDP today - EDV results. — Marcus Today – Daily ...
The ASX 200 fell 124 points to 9077 (1.3%) as events in the Middle East started to catch up. Comments from Michele Bullock on rate rises didn’t help sentiment. Although the RBA is as in the dark as the rest of us in terms of implications. Across the board losses as resources saw profit taking, BHP fell 2.6% and RIO dropped 2.4%. Gold miners eased back after gains yesterday, leverage again being unwound. EVN down 4.5% and NEM off 2.0%. Rare earths and lithium fell hard, PLS dropped 6.8% and MI...
US equities were mostly higher in Monday trading, ending a bit off best levels. Big tech was mostly higher with NVDA the upside standout. Other outperformers included energy (crude), defense (Iran), software, banks (particularly regionals), PE, insurers, steel, rails, small-caps, and E&Cs. Laggards included airlines (fuel-price concerns), homebuilders (yields), semis, HDDs, managed care (ELV), pharma/biotech, MedTech, building products, travel/tourism, casual diners, apparel, housing-rela...
An interesting day as the ASX 200 closed up 2 points at 9201. A good fight back from early losses as we await the day’s action in Iran. The playbook for a conflict was back in force. Gold miners rose with NST up 4.8% and EVN rising 6.6%, base metal stocks also rose with oil and gas stocks flying high, STO up 6.7% with KAR rallying 15.2% on a broker upgrade too. Uranium stocks firmed. The big miners were solid, BHP and RIO up around 1.4% although FMG fell 3.0% as it went ex-dividend. Travel st...
The Nasdaq finished down 0.9% on Friday night. The S&P 500 0.4%. The Dow lost 521 points. The VIX rose 6.9%. Bitcoin fell back another 2%. Financials were the worst performing sector in the S&P 500. old rose 1% and US bonds rallied, both on a safe haven bid. Events over the weekend have overtaken markets. Oil opens in an hour. NZ down 1.6%- SPI down 20 but that was before the attack. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-dire...
Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-...
Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-...
Another day, another record high as the ASX 200 rose 47 points to 9174 (0.5%). Banks missed the memo today, the Big Bank Basket fell to $309.01 (-0.5%) with ANZ a winner. MQG too rallied a little, up 1.2% and other financials also rallied, AMP up 3.9% and ZIP rallying another 5.4%. GQG also had a better day up 2.3% with PPT up 8.3% on results. Insurers flat. REITs better, GMG up 1.2% and SCG rising 1.9%. Industrials were better with the healthcare sector rising, CSL up 0.6% and COH rising 0.9...
U.S. equities rose on Wednesday, supported by Nvidia and Oracle, as stocks built on the gains from the prior trading day. The S&P 500 added 0.81% and closed at 6,946.13, and the Nasdaq Composite advanced 1.26% to 23,152.08. The Dow Jones Industrial Average increased 307.65 points, or 0.63%, and settled at 49,482.15. Commodities rally. Bitcoin up 8%, Nvidia up 3% on results - Results in focus - QAN, SIG, WGX. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical com...
The ASX 200 rose 106 points to 9128 (1.2%). Banks were slightly higher with WBC up % and the Big Bank Basket rose to $310.41 (0.5%). MQG had an anaemic 0.3% rally. Financials were better with GQG up 3.3% and ZIP soaring 9.4%. NWL and HUB also rallied. Insurers flat. REITs mixed, SCG up 0.3% and MGR falling 1.0%. Healthcare mixed, CSL flat, RMD down 2.7%. Tech was the place to be following a US rally and the WTC results and job losses. WTC rose 11.1% kicking the All -Tech Index up 4.0% with XR...
U.S. equities rose on Tuesday, led by gains in Advanced Micro Devices and software stocks, as investors’ fears around artificial intelligence disruption to certain industries eased. The S&P 500 advanced 0.77% to close at 6,890.07, while the Nasdaq Composite rose 1.04% and settled at 22,863.68. The Dow Jones Industrial Average added 370.44 points, or 0.76%, and ended at 49,174.50. The 30-stock index was supported by a nearly 2% rise in Home Depot shares after the company’s earnings beat ex...
The ASX 200 opened firm, slipped then rallied off lows as US futures stayed positive. We closed down only 4 points to 9022. Banks made a comeback, NAB up 1.0% with WBC up 1.5% and the Big Bank Basket up to $309.01 (0.3%). Financials elsewhere were smacked down on private equity fears, AI concerns and bears playing havoc post results. MQG dropped 3.6% on PE concerns, RPL rallied hard on better results, up 4.8% and NGI came under extreme pressure down 5.4%. MAF continued lower. ZIP fell another...
Wall Street was down overnight, and sharply too. The Nasdaq and S&P500 both fell over 1%, and the Russell 2000 dropped 1.6%. The VIX rose 10% as AI disruption, tariffs and Iran suck the confidence out of investors and blur the outlook. US financials were hit hard after a report modelled potential AI disruption to the finance industry. The sector was the worst in the S&P500, falling 3.5%. Even the big and prestigious names aren’t immune. JP Morgan dropped 4.2% and Citigroup 4.5%. The t...
The ASX 200 gave back 55 points to 9026 (0.6%). US futures turned negative early and banks slid, the Big Bank Basket down to $308.21 (-1.0%). MQG also down 2.4% on concerns with private equity and fund managers. Financials generally were weaker across the board, REITs slumped too, GMG down 3.6% and VCX off 3.1% with industrials sliding. WES down 1.7%, REA off 1.8% with retail falling, JBH off 1.9% and LOV down 1.4%. Tech once again on the nose, WTC falling 5.2%, XRO down 2.9% and the All-Tech...
Wall Street finished higher for the last session as the market received the Supreme Court ruling over Trump’s tariffs and liked it. The Nasdaq rose 0.9% and the S&P500 0.7%, with European stocks positive too. The Financial Times says investors are pouring record sums into the eurozone to diversify away from the USA. Suddenly Europe’s lack of tech titans is looking like a shelter away from the unpredictability of AI. SPI Futures up 16 points. ASX set to open higher on Monday. — Wall Street...
The ASX 200 lost 5 points to 9081 for its first down day this week. No Freaky Friday drop! For the week, the index is up 1.8%. Banks leading the way again, the Big Bank Basket up to $311.23 (+0.9%). MQG fell 1.6% with other financials slipping again, ZIP eased 3.8% after an early rally. Insurers though firmed on a better set of numbers from QBE, up 7.1% and SUN up 1.8%. REITs were slightly firmer, industrials slipped lower, ALL down 4.6%, WOW and COL slid, TLS off 0.6% and REA dropping ...
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