• The ASX 200 kicks 39 points higher to 7311 (0.5%) as resource stocks rally hard but a late sell off hurts. Good AGM and business updates fuel a rally. 10-year yields fall back to 1.63% and jobs number comes in as expected. 
• The big miners were all the rage as BHP rallied 0.6% FMG up 2.3% and S32 bought a copper mine in Chile hitting highs up 4.9%. Base metals were also in demand but once again lithium was the highlight with LTR and CXO seriously higher on heavy buying. Gold miners also doing well as bullion rose overnight and held gains in Asia. Higher inflation and lower interest rates, a good combo for gold miners. NCM up 2.4% and NST up 3.3% with PRU up 9.4% on a Yaoure update. 
• Industrials firmed with bond proxies in demand, TCL up 0.2% and REITs finding favour. Healthcare also in the rudest of health led by CSL up 1.0% and RHC rising 1.0%. Tech better, APT up 4.5% on Square dances and the All Tech Index rising 3.1%. Banks were weaker, the big bank basket down slightly to $183.34 %. Insurers and other financials missed out as it was all about risk and growth. 
• In corporate news, NWL went substantially higher 15.6% on FUA rising $4bn in the last quarter, WHC disappointed slightly off 2.1% and led other coal stocks lower, RBL burst down 12.5% as mask sales collapsed. 
• On the economic front, unemployment jumped to 4.6% from 4.5%. Better than expected and Fitch upgraded the local outlook to cloudy with meatballs. Or stable.

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