The ASX 200 powered back up another 111 points to an all-time high of 7699 (+1.5%) as US tech took off. Green across the screen, banks found buyers again with the Big Bank Basket up to $199.37 (+1.4%). CBA jumped 1.5%, with MQG up 1.7%, but the real stars were the REITs GMG up a massive 6.2% on a Citi research report into the sector. SCG rose 2.7%, and DXS up 0.8%. Industrials rocketed higher, TLS up 1.2%, with WOW gaining 1.8%, WES up 1.5% and ALL running 1.6%. Some relative weakness in the retailers, with JBH unchanged and BAP losing 0.9%. Resources picked up the baton today, shrugging off weaker commodity prices and taking heart from Meta. BHP rose 1.1%, with FMG up 0.8%. Uranium stocks running hard as Kazatomprom cut production guidance, sending the bulls back in. BOE up 8.0%, and DYL up 12.8%, with lithium shares also finding some friends, PLS up 2.6% and MIN rising 1.2%. Gold miners were firm on a rise in bullion prices, NST up 4.1%, NEM up 2.7%, and GMD doing well up 5.6%. Oil and gas stocks were a little uninspiring, WDS up 0.6% and STO up 1.8%. In corporate news, skinny today. On the economic front, CBA says no rate increase next week and 75bps cuts in 2024. Housing finance fell 4.1% to $26.3bn. Asian markets mixed again, with Japan up 0.4%, HK up 0.4%, China down 1.1%, while India rose 1.1%. 10Y yields fell below 4%. Oil up 0.4% in Asian trade. Dow Futures flat, up 3 points. NASDAQ Futures up and away, advancing 169 points. 

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