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. 15H AGO

    End of Day Report – Wednesday 22 April: ASX 200 drops 106 points | COH and CSL crash

    The ASX 200 took a dive today driven down 106 pts to 8844 (-1.2%) as the healthcare sector cratered following a massive downgrade and fall from COH. CSL followed COH down around 5.7% with RMD and 4DX also feeling very unloved. Banks were also sold down heavily with CBA off 2.5% and the Big Bank Basket falling to $291.07 (-2.4%). MQG saw profit taking after near record highs, and other financials slid too. HUB dropped 2.0% and AMP off 2.0%. Retail stocks were also weaker, WES resumed the downtrend off another 0.9% and NCK sofa down 3.6%.  Travel stocks eased back as CTD revealed a massive refund due to the UK government. Still not trading. Tech stocks held up, the damage has already been done with COL and WOW better again. In resources, a good quarterly from BHP saw the stock rise 1.2% and lithium stocks held, S32 up 2.0% after its quarterly, as oil and gas stocks drifted lower, WDS down 1.4%. Gold miners eased, but still some patches of green, VAU up 3.0% and OBM doing well following quarterly. EVN fell 2.9%. In corporate news, COH’s downgrade fell on deaf ears dropping 40.7%, GDG tumbled 22% on its update and TWE was popping corks as it updated China sales and jumped 16.5%. BOQ disappointed again on headline earnings. BHP looks like it has settled its dispute in China on pricing. In economic news, nothing locally. Oil easing slightly in Asia. Asian markets saw modest gains - Japan down 0.6%, HK down 1.4% and China up 0.3%. 10-year yields rises to 4.96% US Futures ease, Nasdaq up 177, Dow up 237. Europe is opening mixed. UK CPI in focus. — 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.

    13 min
  2. 1D AGO

    End of Day Report – Tuesday 21 April: ASX 200 drifts 4 points lower | Ceasefire deadline in focus

    The ASX 200 drifted 4 points lower to 8949 as the countdown continues on the ceasefire. Banks eased back, CBA down 0.3% and ANZ off 1.7% with MQG hitting record highs up 0.7% and other financials doing well. The Big Bank Basket fell to $298.32 (-0.3%). ASX up 1.4% and ZIP continuing to push higher up 2.8%. HUB was a casualty falling 8.3% on FUA news. REITs firmed slightly, GMG up 0.7% and VCX rising 1.2%. Tech slightly firmer, WTC up 0.2% and the All-Tech Index up 0.3%. WOW and COL rallied, retail firmed, with healthcare mixed.  In resources, BHP eased 0.3% with RIO up 0.8% after good quarterly numbers, lithium stocks eased back, PLS down 2.5% and LYC fell 2.1% after solid quarterly numbers. Gold miners were mixed, EVN down 1.6% but WGX up 1.3%. Oil and gas stocks slid, WDS down 1.8% and STO falling 1.5% with coal stocks up slightly, NHC up 2.2%. Uranium stocks were mildly positive, DYL up 2.5% and NXG rising 2.0%. In corporate news, MIN priced a $1.8bn debt note, CGF unchanged after its guidance narrowed. MAF rose 3.7% after a 44% increase for YoY AUM growth. Nothing substantial on the economic front. Asian markets saw modest gains - Japan up 1.2%, HK up 0.5% and China up 0.2%. 10-year yields fall to 4.9%. US Futures ease, Nasdaq up 98, Dow up 85. Europe is opening up around 1%. 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.

    12 min
  3. 1D AGO

    Pre-Market Report – Tuesday 21 April: US markets drift slightly lower | Tim Cook to step down

    Stocks slipped on Monday after tensions between the U.S. and Iran escalated over the weekend. The S&P 500 shed 0.24% to close at 7,109.14, while the Nasdaq Composite declined 0.26% to finish at 24,404.39, with the latter snapping its 13-day winning streak — its longest positive streak since 1992. The Dow Jones Industrial Average lost 4.87 points, or 0.01%, settling at 49,442.56. On the flip side, the small-cap Russell 2000 rose 0.58% to 2,792.96, scoring a new closing record. The index also hit a new all-time intraday high during the session. SPI up 48 - RIO Q1 - Deadline approaches. — 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.

    12 min
  4. 2D AGO

    End of Day Report – Monday 20 April: ASX 200 up 6 points | Banks better but NAB takes a hit

    The ASX 200 fought back from early losses to close up just 6 points to 8953. US futures were negative all day, some defensive buying and CBA helping keep the market flat. CBA rose % with the Big Bank Basket rising to $299.12 (0.2%) as NAB fell 3.6% as it ramped up provisions for a weakening local economy. Other financials drifted lower, REITs were firm, GMG up 1.5% and VCX rising 0.8%. Retailers were better, WES showing a rare 2.4% gain, LOV up 4.4% and HVN rallying 0.9%. Tech was drifting lower, WTC off 1.5% and the All-Tech Index flat. WOW and COL rose as did TLS rising 0.2%. Healthcare mixed, SIG down 0.7% and PME easing 2.7%. Resources were mixed, oil and gas fell, WDS down 2.9% and STO off 1.3% with uranium stocks slipping, PDN down 5.4% on research comments. Iron ore miners drifted lower despite higher IO prices in Singapore. Lithium flat after a strong start, gold miners surprising to the upside, EVN up 1.8% and NEM up 2.1%. In corporate news, 4DX fell 2.6% after a GSK contract win. KAR had its credit rating reaffirmed. WOR warned of an earnings hit due to the Iranian conflict. Asian markets saw modest gains - Japan up 0.5%, HK up 0.7% and China up 0.5%. 10-year yields rise to 5.0%. US Futures ease, Nasdaq down 180, Dow down 370. Europe is opening down around 1-1.5%. — 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.

    12 min
  5. 2D AGO

    Pre-Market Report – Monday 20 April: Weekend events sow confusion | US futures down 0.8%

    The S&P 500 jumped 1.2% to close at 7,126.06, crossing the 7,100 threshold for the first time. The Nasdaq Composite gained 1.52% and settled at 24,468.48 for its 13th consecutive winning day and its longest positive streak since 1992. Both indexes posted fresh intraday and closing records. The Dow Jones Industrial Average jumped 868.71 points, or 1.79%, to end at 49,447.43. The Russell 2000 also reached a fresh high. The small-cap index rose more than 2%. All that changed over the weekend. SPI was up 82 on Saturday - US Futures doen 0.8% on news from the Gulf. Oil jumps back 6%. — 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.

    14 min
  6. 5D AGO

    End of Day Report – Friday 17 April: ASX 200 down 8 points | Lithium and tech up

    The ASX 200 limped lower by 8 points to 8937 (0.1%) for a flat week. Banks continued to be weaker, NAB falling another 2.0% and WBC off 0.7%. The Big Bank Basket fell to $298.43 (-0.3%). Financials mixed, HUB rose 2.8% and PNI rose 3.8%. ZIP had a great day up 13.7%. REITs slipped slightly with CHC down 0.6% and GMG falling 0.5%. Healthcare under pressure still, RMD down 1.6% and CSL off 0.3% with SIG 2.2% better on broker research. Tech managed small gains, WTC up 2.9% and XRO rising 0.2% with REA better. Resources were mixed, BHP unchanged with RIO and FMG doing slightly better. Gold miners mixed despite bullion drifting higher. EVN down 2.0% and GGP off 1.5%. Lithium stocks soared, LTR up 6.3% and MIN rising 7.1%. Oil and gas eased, coal stocks fell and uranium firmed, PDN up 2.8% and BOE up another 4.6%. In corporate news, ZIP soared 13.7% on better numbers on bad debts, PDN rose on production numbers and AAI fell % after results fell short of expectations. NEM also flagged no production issues following the earthquake this week. Asian markets saw modest gains - Japan down 0.9%, HK down 1.3% and China off 0.3%. 10-year yields rise to 5.0%. US Futures jump, Nasdaq down 38, Dow up 77. Europe is opening flat and quiet. — 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.

    13 min
  7. 5D AGO

    Pre-Market Report – Friday 17 April: US markets firm | Netflix drops on results

    The S&P 500 and Nasdaq Composite rose to fresh all-time highs on Thursday, adding to their strong gains this week on optimism for a possible resolution to the Iran war. The broad market index gained 0.26% to close at 7,041.28, while the Nasdaq gained 0.36% to settle at 24,102.70. The tech-heavy index posted its 12th consecutive positive session, notching its longest winning run since 2009. Both averages logged intraday and closing records. The Dow Jones Industrial Average added 115 points, or 0.24%, and ended at 48,578.72.  This week, the S&P 500 and Nasdaq have risen 3.3% and 5.2%, respectively, while the Dow has advanced more than 1%. SPI down 11 – Quarterlies continue – Gold flat – Oil up. — 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.

    11 min

About

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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