Market Updates

Marcus Today
Marcus Today
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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.

  1. 3h ago

    End of Day Report – Friday 9 October: ASX 200 jumps 57 pts to end the week up 35 pts - Firmus canned - Golds better - Industrials rally - Tech in focus

    The ASX 200 rose 56 points to 8,717 to finish the week on a strong note. Up 34 pts on the week. A solid rebound in most sectors after yesterday's fall. News that the Firmus float had been cancelled may have helped sentiment slightly. The banking sector rose slightly, with CBA up 0.8% and MQG also having another good day, up 0.6%. The REITs were also doing well today, with GMG up 3.2% and CHC also having a good day, up 3.3%. Interest-rate-sensitive stocks in the retail space were better, with JBH up 2.1% and WES up 1.7%, with both WOW and COL rising too. The tech space was in a much better place today, with WTC rising 4.3% and XRO rising 3.5%. There were still some casualties, with WBT crashing 11.1% and MP1 also falling hard. The old-school platform stocks in REA, CAR, and SEK are also showing good, solid gains today. In resources, we saw FMG ease 2.9%, but the gold miners were better across the board, with NST up1.5%, GMD up 4.0%, and VAU also doing well, up 3.6%. Lithium stocks slipped slightly, with PLS down 5.4%, but LYC recovered modestly. Oil and gas stocks were mixed, and uranium stocks once again on the nose. Some broker downgrades in the sector not helping DYL down 7.1% and BOE down 9.9% In corporate news today, the big story was obviously Firmus and the fallout, to some, with MGH returning from a trading halt and falling 6.7%. We also saw serious volatility in EOS on the back of a big contract win in the Middle East. It finished down 4.3%. Not much other news around on the corporate front. In the economic space, Schroders now says the RBA's rate hiking cycle may finally have reached its peak. 10-year yields ease to 5.34%. US Futures drifting higher.  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.

  2. 11h ago

    Pre-Market Report – Friday 9 October: US tech slips on OpenAI revenue - SPI up 18 - Gold up - Oil up - Firmus?

    The Nasdaq Composite slid on Thursday as new details about OpenAI spooked investors, putting the artificial intelligence trade under pressure. The tech-heavy Nasdaq was down 1.25% to close at 27,193.34, while the S&P 500 declined 0.47% to 7,765.36. The Dow Jones Industrial Average added 51.77 points, or 0.1%, to end at 51,231.64. Shares of key tech names came under pressure after OpenAI’s annualized revenue was revealed to be short of the amount previously signaled. Shares of Oracle were down more than 5%, while chipmakers such as Nvidia and Advanced Micro Devices lost nearly 3% and almost 4%, respectively. Adding to the downbeat sentiment, oil prices spiked also after President Donald Trump said he doesn’t want to make a deal with Iran to end the war, while the U.S. is reportedly preparing for “massive bombing” in the Middle East. SPI up 18 - Gold up a little - Oil volatile - Firmus in the balance. 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.

  3. 1d ago

    End of Day Report – Thursday 8 October: ASX 200 drops 67 - Firmus in doubt - Banks fall - Miners under pressure - MGH drops 22%

    The ASX 200 fell 67 points to 8,661. Rumours continued to swirl around the Firmus IPO and repricing due to valuation question marks. The banking sector was weaker today, with CBA down 1.5% and NAB down 1.6%. The Big Bank Basket fell 1.5% Also, we saw MQG succumb to gravity, falling 0.8%. Insurers were better on the back of higher bond yields, with QBE up 1.4% and IAG also doing well, up 2.2%. The rest of the financials eased back, although we did see gains for ASX, up 3.8%. Rates were a little mixed, with GMG up 0.7%, but VCX down 0.4%. Industrials somewhat on the nose today, with interest-rate-sensitive stocks falling: BXB down 0.8%. We also saw some big falls in mining contractors: MND falling 3.2%, and NWH down 4.0%. MGH tumbled 22.4% on the back of a pessimistic outcome for the Firmus IPO. Retail stock mixed, with JBH up 0.5%, but WES falling slightly. Both WOW and COL gained, along with TLS, as defensive plays. Meanwhile, tech stocks were a little mixed, with WTC up 0.5%, but TNE slipping slightly. CDA also fell 1.4%. Resources were back on the nose today on US dollar and yield moves. BHP falling 2.0%, RIO down 2.9%, and rare earths and lithium stocks falling, with PLS down X% and MIN down X%. Gold miners eased off, with NST down 1.4% and WGX down 2.5%. In the oil and gas space, both WDS and STO were better as the oil price rose, and uranium stocks gave back yesterday's gains following U.S. falls. In corporate news today, we saw RMS out with their quarterly and FMG reporting a 6% decrease in first-quarter iron ore shipments. We also had falls in stocks that had data centre exposure on the Firmus issue. Nothing significant today on the economic front. 10-year yields steady at 5.38%. US Futures drifting lower.  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.

  4. 1d ago

    Pre-Market Report – Thursday 8 October: US markets slip on Fed minutes - SPI down 53 - Firmus has gone 'Softus '- Gold and resources to fall

    U.S. equities fell on Wednesday as pressure continued to build in the bond market, pushing Treasury yields to levels not seen in more than two decades. The Dow Jones Industrial Average lost 341.41 points, or 0.66%, to close at 51,179.87, while the S&P 500 shed 0.22% to end at 7,801.77. The Nasdaq Composite slipped 0.22% to settle at 27,538.69.  Investors were spooked by the benchmark 10-year Treasury note yield reaching its highest level since April 2002 at 5.365% on Wednesday. The 30-year bond yield also hit its highest level since May 2002 at 5.732%. SPI down 53 - Firmus being repriced? Demand has gone Softus! Resources to suffer today. 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.

  5. 2d ago

    End of Day Report – Wednesday 7 October: ASX 200 drift 8 pts lower - Banks ease - ARF rallies hard - Gold miners better - Uranium in focus

    The ASX 200 slipped a modest 8 points today to 8,728 in quiet trade. Banking stocks were generally easier, with CBA down 1.3% and WBC down 1.2%, and the Big Bank Basket falling slightly to $260.96. Insurers had a better day again, with QBE up 1.3% and IAG also doing well, up 0.9%. REITs were better too, with SCG up 0.9% and VCX up 1.3%. Healthcare once again a positive sector, with CSL up 1.9% and FPH up 1.0%. Meanwhile, in industrials, retail stocks gained, with WES up 0.6% and JBH up 0.1%. Tech stocks had a small positive day today, with WTC rising 0.6% and TNE also up slightly. The All-Tech index up 0.1% today. Resources were mixed, with the big iron ore miners easing back, FMG down 2.4%, but gold miners perked up slightly, with NST up 1.9% and EVN up 2.5%. We also saw gains in lithium and rare earth stocks, with PLS up 1.8% and LYC up 1.6%. Not much happening in the oil and gas space, with WDS up 0.8%, but uranium stocks were better after the deal in the U.S. with Constellation Energy, with PDN up 2.5% and NXG up 4.3%. In corporate news today, ARF had a good day following a deal for the Edge Early Learning business with GoodStart to acquire the centres. TWE is cutting 7% of its workforce, and CYC had a good day on reports that 7 Chinese medical bodies had published a recommendation on its lung imaging technology. TLX is also rising today after it said its first U.S. patients have been dosed with Pixclara. Nothing locally on the economic front, and we do get Fed minutes tonight in the U.S. 10-year yields steady at 5.40%. US Futures drifting lower.  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.

  6. 2d ago

    Pre-Market Report – Wednesday 7 October: US markets hit new records on earnings optimism - AI stocks lead again - SPI down 1 - No AI here!

    The S&P 500 rose to a fresh all-time intraday high on Tuesday, boosted by gains in key technology names as well as declines in Treasury yields. The broad market index climbed 0.58% for a record close of 7,818.93, while the Dow Jones Industrial Average gained 253.38 points, or 0.49%, to end at 51,521.28. The Nasdaq Composite added 0.45% and closed at a record 27,599.79. The tech-heavy index hit a new all-time high during the session as well. The moves higher were bolstered by a rise in chipmakers. Marvell Technology popped 5.8%, and Advanced Micro Devices gained nearly 3%, as investors grew optimistic about the companies’ outlooks. Others such as Broadcom advanced 3.7%. SPI down 1 - Gold up slightly - Yields ease. 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.

  7. 3d ago

    End of Day Report – Tuesday 6 October: ASX 200 rises 49 - Banks better - Iron ore rises - Consumer sentiment falls

    The ASX 200 rose 49 points to 8,736 (+0.6%) in a relatively quiet day. Broad-based gains today, with the Big Four banks pushing ahead slightly, NAB being the best of the bunch, and the Big Bank Basket hitting $263.66 (0.7%). MQG is continuing to push higher, and other financials are also doing better today, with the insurance sector up as QBE rose another 0.7% and IAG joined in, rising 1.3%.  REITs also had a better day despite bond yields remaining elevated. SCG rose 2.7%, and VCX rose 3.2%. Healthcare is once again in the green, led by CSL, although COH slipped away again. Retail stocks were better, with WES up 0.5% and JBH up 0.6%, although once again we are seeing selling pressure in the tech space, with WTC down 2.5% and XRO down 1.4%. CDA took a breather today, falling 4.3%, and NXT is also under a little pressure, perhaps because of the Firmus book build. Resources had a better day, and we saw signs of life in rare earths and lithium, with LYC up 2.1% and PLS also gaining 2.4%. BHP, RIO, and FMG also put on around 1.4% today. Gold miners were steady to mixed, with WGX up 0.6% and EVN down 0.9%. Oil and gas stocks were steady, and we saw a slight improvement in the coal space. Uranium stocks were also a little better, with PDN up 0.7%. In corporate news, SKS was awarded a new $38m contract for a Melbourne data centre. DRO has poached RPL's company secretary, and GLS was in a trading halt pending the outcome of the entitlement offer. In economic news, we saw the Westpac-Melbourne Institute consumer sentiment dropping 4.7%, showing a very sharp pullback after the RBA's decision to lift rates. Concurrently, we also saw the ANZ-Roy Morgan consumer sentiment falling again for much the same reason. Asian markets quiet with China closed for Golden Week. Japan up 0.7%, HK up 0.8%. China still closed. 10-year yields steady at 5.40%. US Futures drifting higher. Nasdaq up 25 and Dow up 60. 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.

  8. 3d ago

    Pre-Market Report – Tuesday 6 October: US markets hitting fresh records - SPI up 27 - Firmus in Focus

    The Nasdaq Composite sailed to a fresh all-time high as traders looked past rising U.S. Treasury yields and digested new economic data. The Nasdaq Composite was up 1.05% and hit an intraday of 27,544.07. The tech-heavy index posted a record close of 27,477.31. The Dow Jones Industrial Average advanced 90.94 points, or 0.18%, to end at 51,267.90. The S&P 500 climbed 0.66% to 7,773.95. SPI up 27 - Gold eases - Oil down 2% - Firmus in focus - US earnings season the catalyst. 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.

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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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  • Channel
    Marcus Today
  • Creator
    Marcus Today
  • Years Active
    2021 - 2026
  • Episodes
    2K
  • Rating
    Clean
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    © 2026 Marcus Today
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    Market Updates

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