END Of DAY Podcast
ASX 200 kicked off the week fighting back from early losses to close up 6 at 7676.
Quiet trading ahead of a big week.
End of Day Report
ASX 200 kicked off the week fighting back from early losses to close up 6 at 7676. Quiet trading ahead of a big week. Local banks moved from losses to gains with the Big Bank Basket up to $205.68 (0.7%). Insurers better, IAG up 0.5% and SUN ahead by 1.1%. GQG up 0.5% and MFG…
Marcus Weekend – A bit of action last week
Good Morning Everyone. More of the same overnight. The US market is leaking momentum. Not quite falling over. Just not rising as confidently. The "pause" has the permabears predicting something catastrophic (SNAS trade anyone?). When you have been wrong for three solid months, you are bound to get a bit vocal when it looks like…
Henry’s Weekend Take
THE WEEK THAT WAS Nasty old week. There was a dearth of research. It seemed that many analysts went off-grid. February is so exhausting, maybe they decided to take a ski trip. Not much fresh news out there. Plenty of sentiment and plenty of red ink in the market. Iron ore collapsed. Sorry, Dr Chalmers,…
Members Podcast This Week
All of this weeks members podcasts in one place.
Henry’s Take – The Ides of March
Added some more ABB. Sold some of the ARU to take a fabulous profit.
The Fed is in No Hurry.
A look at Dr Copper.
Marcus Take Friday – Lots of Central Bank Action coming up – Market teetering
High PPI numbers see bond yields higher again. Fed Meeting next week – messaging will be “No rate cuts yet” and “No rush”. RBA Meeting next week – Same same – No rush. Some cracks in Big Tech as Nvidia froth blows off and Adobe down 10% after hours. Five EV stocks down more than 80% in 3 years and one going bankrupt. Did Macquarie call the top on banks? Resources popped for a day but back in downtrend today. Lots of lithium newsflow – good and bad. Mostly bad.