Marcus Take Tuesday – AI swamping HI (Human Intelligence) on Reuters.

US markets quiet but holding their highs. US CPI number tomorrow is the signpost this week. Resources down again overnight on iron ore price risk worries.
Macquarie annoying us – 52 week high. Three more days of results- Expected today – WDS, COL, REH, ALU, AWC, ABC, JLG
Stocks we hold with results yesterday – SUN and NHF – we have a look.
A lot of Dividends on the horizon.
AI swamping HI (Human Intelligence) on Reuters.

Suncorp – Stock Take

Suncorp Group (SUN) – Jumped 3.5% on half-year results yesterday. The banking segment underperformed while underlying earnings in insurance came in line with expectations. 16% written premium growth for this period and full year guidance upgraded to around 13% to 16%. Underwhelming NIM in the bank segment. The results show SUN are much better at…

Pre-Market Report

US markets closed near flat on Friday night. The Dow Jones up 62 points (0.16%), the S&P 500 up 0.03% while the NASDAQ fell 0.28%. No major news resulted in narrow trade as markets digested commentary from Fed officials and Nvidia’s big Thursday night move. US bond yields fell from multi-month highs, the 10Y down…

End of Day Report

ASX 200 closed up 9 at 7653 (0.1%) after a very solid start evaporated. Big Monday with M&A and results in focus. First up Alcoa bid for AWC after a 20-year life on the ASX, ABB bid for SLC and CSR in a trading halt pending an announcement on a material transaction. Banks mixed, CBA…