Market Updates

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. 5d ago

    Pre-Market Report – Friday 4 September: Bond yield paranoia deflates - Tech leads with hard assets close behind

    ASX set to rise. SPI futures up 25 points or 0.28%. Wall Street gained on the back of Fed Governor Waller's signal that he would hold on rates for September's meeting citing that it was also dependent on US inflation data improvements. September hike odds dropped to a 50/50 from a near 70% earlier in the week. US markets were up, the Dow rose 624 points, the S&P 500 gained 1.06% and the Nasdaq added 1.40%. August ISM services printed at 55.4, above consensus, though prices paid hit a four year high. The VIX fell 5.79%. Waller's view may have been dovish but the overall theme is still hawkish, Waller's perspective pulled Treasury yields lower. The US 10 year yield dipped 1.1bp to 4.77% and the US 30 year eased 0.8bp to 5.25%. The US dollar fell to its lowest since May, pushing the Australian dollar to a four month high of 72.04c. Bitcoin rallied 5.48% overnight to $81,705. August payrolls are due tonight. 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. 5d ago

    End of Day Report – Thursday 3 September: ASX Bounces 42 Points

    The ASX closed up 42 points or 0.46% to 9020, breaking three sessions of losses. 8 of 11 sectors closed higher, 3 lower. Financials led, up 0.86%, with CBA up 0.8%, NAB up 1.8%, ANZ up 1.3% and WBC up 1.5%. Healthcare and REITs both closed up 0.80% as bond yields eased. Energy was the worst sector, down 1.24%, with BPT down 2.8% and STO down 0.4% as WDS traded ex-dividend. Info Tech fell 0.78% on WTC down 2.4% and TNE down 1.9%. Materials rose 0.39% despite BHP trading ex-dividend. The Gold sector closed up 2.92%, led by KCN up 5.4%, RSG up 4.3%, NST and EVN both up 2.6%. BSL rose 3.0%, GMG rose 2.9% and NEM rose 2.7%. Iron ore rose 1.74% to $99.25 a tonne and copper held near $6.60/lb, while WTI crude fell 1.20% to $89.92 a barrel on renewed tension in the Middle East. Lithium gave back its gains from earlier in the week, with LTR down 4.0% and WES backed lithium exposure soft. Uranium gained, with DYL up 8.4%. CTD collapsed 85.6% after it relisted on the ASX. REG fell 27.0% on aged care funding rate changes from October 1, (see ASX today). EGH closed flat after confirming a $123.8m purchase of six aged care communities from INA. Kospi up 0.26% on semiconductor demand, TAIEX down 0.67%, SSE down 0.72%, TOPIX up 0.58%. US futures flat. The AUD closed at 71.66c. 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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