ASX 200 falls 29 points to 8483(0.3%). Banks steady as she goes ahead of CBA results later this week. MQG fell 0.9% and PNI sliding 4.2% with GQG up 3.1% on FUM numbers. REITs mixed as GMG fell 0.9% and SCG rose 1.1%. Healthcare better, RMD up 0.6% and PME up 0.5% with CSL bucking the trend down %. Industrials flat as retail came under some pressure on JBH results, reversing early gains after conference call. LOV down 2.2% and NCK falling 3.7% despite brokers positive. Travel stocks better, WEB up 0.8% and LNW doing well up 7.9%. DMP steady after the big run Friday. Tech stocks dominated by front page headlines for WTC again, the All-Tech Index down 1.0% with WTC off 4.4%.  In resources, iron ore stocks fell, FMG off 1.5% and RIO fell 1.2% on proposed tariffs in the US on aluminum. Gold miners held up, NEM up 0.7% and EVN up 0.3%. LYC continued higher up 1.9% with PLS down slightly on an earnings update. BSL rose 1.8% on Trump steel tariffs. Energy stocks mixed, STO up 0.4% with BPT firming 4.0%. In corporate news, ANN rose 8.1% on better-than-expected numbers, CAR crashed 6.5% on some disappointment on growth and US price rises and JBH down on rethink. SGR rallied 13.6% on news of proposals for its Queen Street Wharf complex in Brisbane. Citi upgraded its gold price forecast to US$2900 this year. In Asian markets, Japan unchanged, HK up 1.4% and China unchanged. 10-year yields at 4.39%.

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