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A twice-daily podcast from the Marcus Today team, designed for self-directed investors. Stay informed with the latest stock market, financial, and business news, published every weekday just before the market opens and after it closes (AEST).
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The ASX 200 kicked another 42 points higher at 8987 (0.5%), heading towards records. Banks were solid, CBA up % and ANZ up %. The Big Bank Basket up to $288.49 (+0.4%). Wealth managers kicked too, MQG up 1.8% and NWL rising 1.0%. Insurers slid slightly, QBE down 1.4% and MPL off 0.8%. REITs ok, DGT pushed 11.7% higher on a company upgrade. Healthcare was once again doing ok, CSL up 0.8% and RMD up 3.0%. Tech also rallied, WTC up0.3 % and XRO finding buyers up 1.7%. Retail better too, JBH up 0...
Wall Street reached record highs with modest Thursday gains despite the US government shutdown, as Tech helped boost US indices. S&P 500 up 0.1%, Nasdaq rose 0.4%. Dow rose at the open but then began to fall, troughing at about 11:15am, steadily rising from there onwards. Closed in upper mid-range, up 79 points. Mixed sector performance. Materials and Tech the primary drivers with Meta rising 1.4% and Intel gaining 3.8%. Energy and Cyclicals the laggards. The former followed oil downward,...
A very solid day with the ASX 200 up 100 points to 8946 (1.3%). Most sectors firing. Banks on mortgage growth, resources on commodity prices and CSL on pharma tariff news perhaps? CBA rose 1.7% despite some IT issues, the Big Bank Basket rose to $287.36 (+1.5%). Wealth managers also doing well with GQG up 3.8% and PNI rising 2.6%. PPT up 6.9%. Insurers also firm. REITs sprinted away led by GMG up 2.2% and healthcare had a great day with CSL breathing a small sigh of tariff relief perhaps, up ...
Wall Street recorded another positive session despite the US government shutdown and weaker-than-expected private payrolls data. S&P 500 up 0.3%, Nasdaq rose 0.4%. Dow fell at the open but quickly rebounded, occasionally rising but unable to maintain its strength. Closed with modest gains, mid-range, up 43 points. Mixed sector performance. Healthcare the standout again, up over 3.0%. Continued the rally from the previous day after news that Trump and Pfizer had cut a deal, lower prices fo...
The ASX 200 slid a mere 3 points to 8846 as the US government shutdown weighed on sentiment. BHP under pressure from the off on news of a halt to iron ore sales in China, falling 2.5% with RIO up 0.5% and FMG doing well, up 1.4%. Lithium stocks under pressure on CATL news of a reopening, MIN fell 3.8%, LTR off 10.7% and PLS falling 6.4%. Copper stocks mixed, SFR up 1.6% and gold miners mostly firm, new record highs for bullion. NST up 0.8%, GMD up 0.7% and WGX rising 10.7% on its 3-year plan....
Wall Street recorded another positive session despite markets preparing for a US government shutdown and delays to key economic data releases such as the jobs report on Friday. S&P 500 up 0.4%, Nasdaq rose 0.3%. Dow was choppy from open but found strength in the last hour. Closed near high, up 82 points. Broadly positive sector performance. Healthcare the best performer, boosted by Pfizer rising 6.8% after Trump said he’d cut all prices in Medicaid for lowest-income Americans and expected...
The ASX 200 gave up early gains to close down 14 points at 8849 (0.2%). Banks eased back with CBA down % and ANZ falling % as the Big Bank Basket dropped to $283.23 (-0.6%). Insurers gave back yesterday’s gains. QBE down 0.7% and SUN off 0.8%. Other financials also eased slightly. REITS rose, GMG though fell 0.8%. In the industrials, TLS dropped another 1.4% and tech was mixed, WTC down another 3.0%. XRO finally finding some friends. Up 0.1%. Healthcare mixed as CSL flat after CFO retired.&nb...
Wall Street recorded a positive session as markets were unmoved by a potential US government shutdown over funding issues and hawkish commentary by FED officials. S&P 500 up 0.3%, Nasdaq rose 0.5%. Dow dropped at open, was choppy for much of the session, but found strength from about 1:30pm and steadily rose throughout the remainder of the day. Closed near high, up 69 points. Broadly positive sector performance. Energy the only negative performer, followed oil down on reports of +OP...
The ASX 200 kickstarted the week in style up 75 points to 8863 (0.9%). Gold was once again leading the charge as it pushed through US$3800, NST up 3.1% and NEM rising 4.0%. EVN also turned in a good day up 4.4%. Iron ore miners were a little floppy on steel demand in China and looming 7 -day holiday. FMG fell 2.1%. Copper and other base metal stock continue to push higher, 29M up 4.8% and MLX up 4.1%. Rare earth stocks saw profit taking, ILU down 3.9% and LYC modestly off. Energy stocks saw s...
Wall St snapped its three-day losing streak overnight as the PCE price index came bang in line with expectations, quickly reigniting hopes of at least two rate cuts by the end of the year. Consumer spending slightly countered this view, surprising to the upside and reinforcing Thursday’s GDP revision. Bond yields down, USD down, gold up, equities up. S&P 500 up 0.59% on low volume. Dow Jones up 300 points. Nasdaq underperformed. Up 0.44%. The rally initially dented as Consumer Sentiment c...
The ASX 200 finished the week up 15 points to 8788 in range bound trade. Up 15 points for the week! PCE tonight in the US. Banks firmed with the Big Bank Basket up to $279.52(+0.7%). CBA up 0.7% with insurers better too, QBE up 1.2% and SUN rising 1.5%. REITs still under some pressure. GMG down 0.9%. Wealth managers still struggling from recent fund failure pessimism. HUB down 4.2% and NWL off 2.9%. Industrials generally becalmed, TCL down 0.9% with CPU down 1.8% and SGH falling 0.5%. ORG fel...
Wall Street recorded a third consecutive day of losses as markets digested mixed economic data, with initial jobless claims rising by 14,000 to 218,000 while other data showed the US economy grew faster than previously estimated in Q2. S&P 500 down 0.5%, Nasdaq fell 0.5%. Dow dropped at open, recovered, and from 11am oversaw a choppy session downward. Closed near middle of range, down 174 points. Primarily negative sector performance. Healthcare, Cyclicals, Utilities and Materials, all re...
The ASX 200 shrugged off a negative lead and rose 9 points to 8774 (0.1%) as resources kept the dream alive. Copper stocks were the go. BHP and RIO leading the charge, 3.6% higher as Grasberg issues pushed the focus onto supply issues. S32 also ran 2.7% and SFR was a standout up 7.6%. MIN rallied % as lithium stocks found a little love. FMG unchanged. No copper. Gold miners were sold down in some profit taking, GMD off 2.3% and WGX falling 5.4%. EVN unchanged on its copper exposure. Oil and g...
Wall Street recorded a second consecutive day of losses as markets continued to digest Powell’s comments from earlier in the week, that equity valuations seemed slightly stretched and the Fed was walking the tightrope between a weakening labour market and persistent inflation. S&P 500 down 0.3%, Nasdaq fell 0.3%. Dow fell steadily throughout the first hours of trading and found its floor around noon. Closed near low, down 172 points. Mixed sector performance. Materials, REITs and Tech the...
The ASX 200 has finished the day down 81 points or 0.9%. Ending on the session low as the midday inflation linked sell-off continued into the close. Financials worst as yesterday’s Big Four rally evaporated. Banks down between 1.4% and 3.2%. MQG down 1.8%. Insurers escaped, most flat. Stock market stocks mixed but mostly down. GQG flat. PTM -2.1%. HUB -3%. Health Care, Discretionary Stocks and Tech stayed under pressure. CSL down 1.3%. PME and TLX reversing strong sessions yesterday. Both dow...
Wall Street recorded a negative session, ending three days of record high closes, following a Powell speech where he left the door open to further rate cuts while emphasising the Fed had to balance inflation concerns with a weakening labour market. S&P 500 down 0.55%, Nasdaq fell 0.95%. Dow jumped in the first fifteen minutes of trading but fell from there. Closed near low, down 89 points. Mixed sector performance. Cyclicals and Tech led the sell off, with Amazon falling 3.0% and Nvidia d...
The ASX 200 rallied another 35 points to 8846 (0.4%). Gold once again the star of the show with good gains again in the sector. NST up 3.2% and GGP up 4.4% some of the stand outs. LYC had a great day following an ASA Presentation up 8.0%. Other critical metal and rare earth stocks also finding friends. ILU up 3.4% and VUL up 3.3%. Iron ore stocks mixed, FMG gave back some of the gains from yesterday down 1.1%. Oil and gas stocks slid, STO down 0.9% with uranium stocks doing better again today...
Wall Street recorded a third straight session of record high closes, as AI sentiment boosted the market. Shrugging off Trump’s weekend bombshell of $100,000 fees for future H-1B visas, which much of the sector relies on. Tech instead focused on news of Nvidia’s $100Bn investment into OpenAI, boosting the chipmaker by 3.9%, and Wedbush’s price target rise for Apple (+4.3%) given strong demand signs for the iPhone 17. S&P 500 up 0.4%, Nasdaq rose 0.7%. Dow steadily rose in the first hour of...
The ASX 200 rose 37 points to 8811 (0.4%) as gold miners and iron ore players rallied hard. BHP up 1.0%, FMG flying up 3.2% with gold miners impressive. NEM up 4.7% and NST rallying hard up 8.2% with EVN up 6.3%. Stand outs GMD up 13.9%. Uranium stocks also firmed, NXG up 5.7% and PDN rising 4.7%. Lithium stocks a little depressed. Oil and gas mixed, VEA fell 8.1% on management changes, STO up 0.4% on a broker upgrade. Industrials were on the sidelines mainly, WES fell 0.2%, ALL up 0.2% and r...
Wall St finished last week with another gain in a largely uneventful session. Big Tech leading all three major indices to fresh record highs. S&P 500 up 0.5% on heavy volume. Nasdaq up 0.72%. Dow Jones up 173 points. Traders digesting the monetary policy outlook as Stephen Miran justified his FOMC vote. The lone 50bp dissenter argued a neutral interest rate (neither tight nor loose) is the correct setting for an economy with ‘no inflation risk’ – prompting a debate over relaxation of the ...
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