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 ASX 200 rallied another 51 points in quiet trade. Jumped 17 points at the close on ETF rebalancing. Waiting for more news. Banks and resources led the gains, the Big Bank Basket up to $299.01 (0.8%) with ANZ the standout, up 1.8%. MQG up 1.3% with financials mixed. GQG dropped 5.5% on latest FUM numbers. Insurers better as yields rose on Andrew Hauser’s (RBA deputy) comments on inflation. QBE up 1.6%. Retail dropped after bank after bank forecast a rate rise next week to counter the oil price rise. JBH down 1.5% and NCK off 2.9%. Travel stocks failing to find buyers, WEB off 1.8%. Utilities fell with AGL bombing 5.6% with ORG down 1.4%. Healthcare stocks also in ICU today, CSL falling another 1.4% with RMD unwinding 3.4%. Tech lower as sellers took profits after recent rallies. WTC down 3.6% and XRO falling 2.2% with the All-Tech Index down 1.3%.
Resources did well, BHP, RIO and FMG pushed higher on IO price rises, rare earth stocks took off on LYC news of a JARE deal and floor price, up 16.2%. ARU jumping 16.0% with ILU also doing well. Gold miners were slightly positive, OBM jumped 21.5% on a big resource upgrade. Oil and gas stocks flat, coal eased and Uranium stocks better in places. It is 15 years since the Fukushima disaster. Japan now keen to embrace nuclear again as oil prices rise.
In corporate news, DRO announced a new manufacturing push in Europe. MAQ jumped 7.0% on a $200m hybrid investment. 
On the economic front, money markets are now pricing in a 77% chance of a rate rise next week. Economists falling over themselves to warn on rises. 
10-year yields steady at 4.85%.
Asian market recover, Japan up 2.6%, HK up 0.1% and China up 0.5%. Korea KOSPI up 3.5% 
US Futures down DJ up 165 Nasdaq up 112.
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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.
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.

The S&P 500 fell slightly on Tuesday in choppy trading as oil prices pulled back and traders kept an eye on the Iran war.
The broad market index dropped 0.21% to end at 6,781.48. The Dow Jones Industrial Average dipped 34.29 points, or 0.07%, and closed at 47,706.51. The Nasdaq Composite inched up 0.01% to settle at 22,697.10. The Dow had lost as much as 296.57 points earlier in the day. The S&P 500 and Nasdaq were down 0.5% and 0.4%, respectively, at their lows.
Oil prices, which spiked to nearly $120 a barrel Monday at height of fear around the Iran conflict, dropped as traders believed a group of countries would tap emergency crude reserves to mitigate disruption caused by the conflict.
SPI up 24points - Commodities slightly firmer. No corporate or economic data due - US CPI tonight.
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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.
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.

The ASX 200 rallied 94 points to 8693 (1.1%) well off its highs as caution crept back in. Banks were muted in the recovery with the Big Bank Basket up to $296.78 (1.5%). CBA up 1.4% and NAB up 1.7%. MQG bounced 1.6% and other financials also firmed but not getting too carried away. SUN up 2.8% with HUB gaining 0.4%. REITs firmed GMG up 0.9% and SCG up 1.1% with VCX falling 0.4%. Industrials firm without conviction, CSL up 1.7% and WES rebounding 1.5%. SGH rallied 1.1% and QAN gained 0.5%. Tech was slightly better, WTC up 0.8% and REA up 1.4% with the All-Tech Index up 1.9%.
In resources, BHP rallied 2.3% with RIO up only 0.6% as Mongolia questioning Oyu Tolgoi deal. Lithium stocks marched higher, PLS up 5.2% and LTR rising 5.4%. Gold miners rallied but muted, EVN up 1.7% and NEM up 2.0%. Copper stocks rallied, SFR up 5.8% and CSC rising 2.2%. Oil and gas stocks fell hard as crude dropped, WDS down 3.8% and STO off 3.5%. Coal stocks also feeling unloved, NHC down 2.7% and WHC off 1.2%. Uranium stocks bounced hard, PDN up 6.7%.
In corporate news, ORI dipped 3.4% on a $100m cost reduction program, TLX rose 7.8% on promising TLX591 news. CSL announced it was expanding its US manufacturing capacity.
In economic news, the Westpac–Melbourne Institute consumer sentiment index rose 1.2% to 91.6 in March, from 90.5 in February, whilst the ANZ Roy Morgan consumer numbers showed a drop of 3.7pts to 73.4.
10-year yields drop to 4.85%.
Asian market recover, Japan up 2.1%, HK up 1.7% and China up 0.4%. Korea KOSPI up 4.4%
US Futures down, DJ down 106, Nasdaq down 53.
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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.
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.

The S&P 500 made a comeback from earlier losses on Monday after President Donald Trump said the war against Iran could be reaching its end.
The broad market index rose 0.83% to close at 6,795.99, while the Dow Jones Industrial Average added 239.25 points, or 0.5%, and ended at 47,740.80. The blue-chip index is coming off its biggest weekly slide in nearly a year. The Nasdaq Composite jumped 1.38% and settled at 22,695.95. Those moves mark an impressive turnaround from the losses seen earlier in the day. The Dow was down nearly 900 points at its session low, and the S&P 500 and Nasdaq fell as much as 1.5% each.
SPI Futures up 184 points. ASX to open 2% higher.
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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.
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.