Market Updates

Marcus Today – Daily Market Insights
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MT20 – Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
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Principles – How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

The S&P 500 closed just below the flatline on Monday after the major averages posted a winning week and as investors looked ahead to a busy week of earnings results and inflation data. 
The broad market index fell 0.06% to end at 7,807.24, while the Dow Jones Industrial Average outperformed, rising 195.60 points, or 0.38%, to 51,850.55. It was the third straight positive day for the 30-stock index. The Nasdaq Composite, however, underperformed and lost 0.44% to close at 27,245.90.
The Nasdaq was weighed down by a 3.9% drop in shares of Micron Technology. 
SPI up 9 - Gold eases - Oil higher - US earnings 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
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Join Marcus Today
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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.

The ASX 200 Jumped 67 points to close at 8,783 (0.8%), slightly off the day's highs but a solid performance nonetheless. A recovery in the banking sector helping push things along, with CBA up 1.2%, NAB up 2.3%, and MQG also having a good day, up 2.1%. Insurers were generally positive, and other financials also in the green.
Elsewhere, REITs fell, with GMG down 1.9% and SCG also falling 1.2%. SGP fell on a broker downgrade. In the industrials, generally weaker across the board, with retail under a little pressure. JBH down 0.5% and APE down 1.4%. With TLS continuing to stumble after the SpaceX Spectrum deal last week, both WOW and REA slipped too. Tech stocks again showing some signs of life, although the sector was well off its intraday highs as well. XRO up 2.8% on a broker upgrade, and WTC also doing okay, although NXT continues to stumble, with MP1 up 4.8%.
Resources were a little mixed, with the iron ore majors doing well, led by BHP up 2.5% on copper prices pushing higher in Asia. Gold miners had a good day, with NST up 2.5% and GMD up 0.7%, but lithium stocks remained depressed, PLS down 3.7%, and rare earth stocks also falling, LYC down 3.1%. Not much happening in WDS or STO today, and uranium stocks continue to struggle somewhat.
In corporate news, MGH continues to slide on the Firmus fiasco last week. TWE announced it had sold the Rosemount brands back to the Oatley family.
Nothing significant today on the economic front.
10-year yields ease to 5.32%. US Futures showing solid gains. Bond markets closed for Colombus Day.
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.

Wall St rose Friday as AI jitters eased, ending the week close to record highs. Dow Jones up 423 points. S&P 500 up 0.59%. Nasdaq up 0.64%. Russell 2000 up 0.46%. Mag7 up 1.01%. SOX down 0.41% (failing to bounce).
ASX set to rise. SPI futures up 37 points or 0.42%. Gold and commodities firm - Columbus Day in US tonight - Bond markets closed.
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
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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.

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.