Henry Weekend

Box 2

A much better week for equities as the ASX 200 bounced 1.5%. The RBA beckons on Tuesday next week , with another line ball decision for Phil and his board. This week we saw a nice drop in the monthly CPI to 5.6%. But as I wrote this week, before we all get too carried away just remember that many price rises kick off on July 1st, not least of which will be energy prices. Lucky that the petrol price is coming down( down 6% last month). Maybe we need to buy a generator and cut out the AGLs of the world. Or ring that solar guy back!

Marcus Weekend

Box 3

Dow Jones up 285 points (+0.84%). Up 345 at best. Up 148 at worst. NASDAQ +1.45%. S&P 500 +1.24%. One newswire describes the last day of the half-year as the “Cherry on Top”. SPI Futures are up 29. The ASX 200 was up 104 points or 1.47% last week. The Tech sector led the ASX…

Diary this Week

Box 1

MAIN EVENTS US Markets are on holiday on Tuesday July 4th and close early on Monday. A lot of Americans are on holiday this week. RBA Interest Rate Decision Tuesday. FOMC Meeting Minutes Thursday. US Nonfarm Payrolls and Unemployment Rate Friday. ECONOMICS Australia – Building Permits Monday and Balance of Trade Thursday.  US – Manufacturing…

On the Couch with Adam Dawes

Podcast Section

In this episode of On the Couch we catch up with Adam Dawes from Shaw and Partners talking on the market moving themes of the last year. What 23/24 holds in store for investors. His three picks for the new financial year, and answers some member questions on ZIP, MIN, CXL, LOV, and ABB.

Marcus Take Friday

Box 3

MARCUS TAKE Financials kick in the US – good for the MQG PORTFOLIO. Long weekend coming up in the US. US inflation number tonight. RBA hopes helping our retail recovery. A STOCK TAKE on NIB Holdings (NHF) – Solid not Sexy. RETIREMENT TODAY – The Eden Project. The Best Charting Software – an article in…

Midday Report Friday

Reports Section

MARKET AT MIDDAY The ASX 200 started with early losses before an 11am rebound, now heading for a weekly gain; The Market is up 7 points to 7202 (+0.1%). Private sector credit in Australia increased by 0.4% M/M in May, the same as a downwardly revised figure in the prior month Energy shares Beach Energy (BPT) +1.1% and Woodside Energy Group (WDS) +0.7%…

Members Podcast Friday

Podcast Section

This is our Members Exclusive Podcast – The last day of the financial year. The US is on holiday on Tuesday and has a half-day Monday. We have the RBA to worry about next week and an inflation number in the US tonight.

End Of Day Report Friday

Reports Section

ASX 200 closed with a modest gain of 0.12% to 7203, up 8 points as EOFY came and went. For the week, the index is up 103 points or 1.5%. A mixed session with resources slightly firmer, BHP up 0.1% and FMG up 0.3% with lithium stocks drifting higher, PLS up 1.2% and IGO up…