Couverture de Market Updates

Market Updates

Market Updates

De : Marcus Today
Écouter gratuitement

À propos de ce contenu audio

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.

© 2026 Marcus Today
Economie Finances privées
Épisodes
  • End of Day Report – Thursday 5 March: ASX 200 jumps 39, Korea up 11% | Banks and tech rally
    Mar 5 2026

    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% and XRO up 4.3% with the All-Tech Index up 3.4%.

    Resources were a hodge-podge. Gold miners slid again with small across the board losses, EVN down 2.1% and NST down 1.9%. Iron ore majors were mixed, BHP down 1.0% and RIO up 1.2%. Lithium stocks better, higher oil prices push many towards electrification. PLS up 1.5% and LTR rising 2.3%. Copper stocks not doing much. Uranium stocks were better, PDN up 2.2% and NXG rising 3.2%. Both VEA and ALD had solid days on petrol price rises. WDS eased 1.0% and STO up 1.0%. Coal stocks were bid up, WHC up 4.3% but NHC down 1.8%.

    In corporate news, SGR unchanged as the Court ruled that ASIC failed to prove its case. TLC down 0.7% after bringing in a new operating model.

    On the economic front, China held its Congress with new targets. Iron ore rose as China renewed a pledge to tackle overcapacity and locally household spending was slightly subdued. Annual growth came in at 4.6%.

    Asian markets bounce back. Japan up 2.1%, HK up 0.8% and China up 1.3%. Korea up close to 11%!

    10-year yields jump to 4.79%

    US Futures down DJ off 132pts and Nasdaq down 35

    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-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Afficher plus Afficher moins
    14 min
  • Pre-Market Report – Thursday 5 March: US markets bounce with no conviction | Gold recovers slightly
    Mar 4 2026

    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.

    Technology stocks supported the broader market, particularly those in the chips space. Micron Technology and Advanced Micro Devices each advanced more than 5%. Broadcom and Nvidia climbed more than 1% apiece.

    A couple of strong economic data releases bolstered sentiment among investors Wednesday.

    SPI up 95 - Gold recovers - Trade numbers later

    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-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Afficher plus Afficher moins
    13 min
  • End of Day Report – Wednesday 4 March: ASX 200 drops 176 with banks and resources sold down | Tech holds up
    Mar 4 2026

    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 also falling hard, SFR down 2.9% and CSC down 2.2%. BSL bucked the trend as management said it was happy to chat to SGH! Uranium stocks dipped with PDN down 7.6% and BOE falling 8.4%. Oil and gas stocks were slightly lower, STO down 0.4%, BPT dipping 0.9% and VEA off 1.9%. WDS rose 0.9%.

    Banks fell after safe haven status was revoked today. CBA down 1.2% and MQG falling 2.5% as the Big Bank Basket dropped to $ (%). ANZ a big casualty off %. Other financials also eased, with insurers sloppy. QBE down % and MFG seeing profit taking off %. Industrials were generally weaker, WES continued to fall, CSL lost another 1.6% with COH down 3.5%. QAN dipped 2.7% and retail stocks fell. FLT down 1.1% and JBH off 1.7%. Tech managed to hold up with XRO up 2.0% and WTC flat. The All-Tech Index down 0.6%.

    In corporate news, EDV results underwhelmed off 3.5% and A1N jumped 4.4% as Kyle and Jackie seem to be heading for an expensive divorce!

    On the economic front, GDP came in slightly better than the RBA had forecast at 0.8%. China’s National People’s Congress in focus.

    Asian markets crushed, Korea off around 12%, Japan fell 3.9%, HK off 3.0% and China down 1.4%.

    10-year yields jump to 4.75%

    US Futures down DJ off 216 pts and Nasdaq down 200.

    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-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Afficher plus Afficher moins
    15 min
Aucun commentaire pour le moment