Market Updates

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.
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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.
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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.
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A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
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Disclaimer
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The S&P 500 and Nasdaq Composite rose to new all-time highs on Wednesday, building on the week’s strong gains as investors remained hopeful about the Iran war potentially ending soon.
The broad market index gained 0.80%, ending at 7,022.95. The Nasdaq Composite advanced 1.59% to 24,016.02, while the Dow Jones Industrial Average shed 72.27 points, or 0.15%, to close at 48,463.72. Both the Nasdaq and the S&P 500 closed at records, with the tech-heavy index posting an 11th day win streak and the broad market benchmark notching its 10th positive session out of 11.
SPI down 3 - Quarterlies in focus - Gold eases - Give peace a chance!
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Disclaimer
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The ASX 200 closed up a mere 8 points to 8979 (0.1%) after an enthusiastic start petered out. Banks went all soggy on some broker doubts, WBC dropped another % and the Big Bank Basket fell to $306.62 (%). Other financials fared ok, MQG continued higher, up 1.4% and insurers better too, IAG up 1.5%. REITs were solid with GMG up 1.3% and GPT up 0.7%. Industrials a mixed bag, WES fell yet again, down 0.9% with BXB off 0.8%, not so palatable, and WOW and COL were not such super markets. Utilities also under pressure. Tech modestly higher but not running away. Questions till remain. WTC up 3.6% and XRO gaining 2.6% with the All-Tech Index up 1.8%.
Resources were a mixed box of chocolates, gold miners firmed, EVN soared 9.6% on a positive quarterly, NEM was shaken, but not stirred at Cadia up 0.5% and GMD rose 5.0%. Rare earth stocks slid as too did lithium plays, PLS down 0.2% and LTR off 0.3%. In oil and gas stocks, more easing back but off lows. WDS down 2.4% and STO falling 2.9%. Uranium stocks mixed as BOE rained on the sector falling 9.3%. PDN kept moving higher by 4.5% and coal stocks fell slightly.
In corporate news, VGN talked fuel hedges and reaffirmed guidance, up 7.2%. NUF jumped 11.3% after it forecast a 17% increase in first-half underlying EBITDA amid plans to cut a further $50m in costs. MSB firmed on a CAR licence acquisition.
Nothing on the economic front. Asian markets saw modest gains - Japan up 0.4%, HK up 0.5% and China down 0.1%. 10-year yields fall to 4.93%.
US Futures jump, Nasdaq down 20, Dow down 30. Europe is opening unchanged.
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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.
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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
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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.