Market Updates

The ASX 200 slipped another 24 pts to 8687 (0.3%) as CPI beat expectations. Banks eased back again, the Big Bank Basket fell to $286.25 (-1.1%) with CBA off 1.4% and WBC falling 1.0%. Financials mixed, CGF 1.0% better, MFG finding friends and ZIP up 0.8%. Insurers firmed on bond yields, QBE up 0.5% and MPL up 1.5%. Industrials mixed again, CSL falling around 2.4% and COH dropping 3.2%. TLS fell 0.4%, WOW and COL eased back and SEK dropped 3.0%. Tech stocks were mixed, 360 up 0.9% and WTC falling 2.2%. The All-Tech Index down 0.2%.
In resources, BHP and RIO eased back, rare earths and lithium stocks remain in demand, LYC jumped 5.2% with LTR roaring ahead, up 2.5%. Plenty f quarterlies around too, gold miners mixed, VAU up 1.5% and NEM down 3.2%. Oil and gas stocks better, WDS up 2.0% and STO up 0.4%. Coal stocks pushed back up, NHC up 3.4% but uranium stocks decayed, PDN off 1.2% and DYL down 2.2%.
In corporate news, CDA soared 15.5% on a better-than-expected update, GEM was smashed 31.3% after it suspended operations at around 40 centres. OML jumped 33.0% on a Private Equity NBIO at 140c. 
On the economic front, headline inflation picked up to 1.1% in March from a steady reading in February, pushing the consumer price index to 4.6% on an annual basis. RBA meeting next week.
Asian markets firmed, Japan closed for another holiday. China up 0.6% and HK up 1.4%. 
US Futures better, Nasdaq up 118. Dow up 75. Europe expected to open slightly higher. Fed meeting in focus. 4 Mag Seven stocks report.
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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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Principles – How We Think About Investing
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Disclaimer
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The ASX 200 finished at a three-week low down 56 pts at 8711 (0.6%). Broad-based losses again, Banks managed to hold firm, the Big Bank Basket flat at $289.43 (). CBA rose 0.9% and ANZ up 0.3%. Insurers eased, QBE dropped 1.2% and REITs also under pressure, GMG off 1.8% and SGP falling 2.2%. Tech and industrials also fell, WTC down 1.9% and XRO off 2.0% with the All-Tech Index down 1.6%. TLS succumbed to some profit taking, off 0.9%, WES continued to fall off another 2.1% with ALL falling hard. Healthcare remains in ICU with CSL dropping again, down 2.2% and COH falling 2.4%.4DX continued to unwind its gains, PME also fell. In resources, BHP fell 1.3% and gold miners were under pressure as bullion fell, EVN down 3.0% and NST off 2.9%. Lithium and rare earths found friends, LYC up 3.5% and PLS rising 3.0% as UBS upgraded the sector. Oil and gas also in demand, WDS up 0.8% and coal stock better together with uranium stocks better. PDN up 0.6% and WHC rising 3.9%.
In corporate news, RWC reaffirmed guidance rising 3.6% and DMP stuffed again off 10.7%, after the US parent dropped nearly 9% on disappointing numbers. ORG fell 3.9%, again after a downgrade following yesterday's numbers.
On the economic front, the BoJ held rates at 0.75% with the Fed Meeting kicking off today. 
Asian markets ease, Japan down 1.3%, China off 0.3% and HK off 1%. 
US Futures ease, Nasdaq down 74. Dow up 2. Europe expected to open slightly higher.
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The S&P 500 and the Nasdaq Composite rose to new record highs on Monday, but gains were limited as stalled Iran peace talks and a fresh escalation in the Strait of Hormuz pushed oil prices higher.
The broad market index added 0.12% and closed at a record level of 7,173.91. The Nasdaq Composite gained 0.20% and notched a closing record of 24,887.10. Both indexes also reached new all-time highs in the session. The Dow Jones Industrial Average fell 62.92 points, or 0.13%, to settle at 49,167.79.
SPI down 61 - Commodities slip - Oil up - Quarterlies continue
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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.

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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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
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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.