US stocks rose overnight, brushing off underwhelming earnings from Alphabet. The S&P 500 rose 0.39%, with about 350 companies in the index ending in the green. The NASDAQ edged 0.20% higher, buoyed by gains in Nvidia (+5.4%), helping offset Alphabet's 7.3% tumble after the company posted downbeat cloud revenue growth. The Dow Jones ended near session highs, up 317 points (+0.71%). Up 331 points at best. Down 203 points at worst. Small caps outperformed its peers, with the Russell 2000 advancing 1.11% and the VIX, also known as Wall Streets fear gauge, eased 5.48%. US treasuries fell to multi-week lows, pressured by weak services data and uncertainty surrounding the prospect of trade wars. The 10Y yield dropped to its lowest level since mid-December, down 8.8bps, and the 2Y yield dropped 2.9bps.

SPI up 59 - REA CEO Retires- NWS Results - Gold hits Record

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The ASX 200 finished up 43 points at 8417 (0.5%). Resources were the stars today, BHP up 1.5% with FMG rallying another 2.0% and even lithium stocks better, MIN up 1.8% and PLS up 1.8%. Gold miners took a little while to warm up, but NEM ended up 1.2% and DEG up 2.5% with WGX bouncing back 3.4%. Uranium stocks glowing again, PDN up 2.8% and DYL up 1.9% with oil and gas stocks better too. Coal stocks got a boost from tariffs on US coal perhaps. Banks were solid but uninspiring, The Big Bank Basket rose to $261.41 (0.5%). MQG got walloped down 3.6% with XYZ down too, perhaps on Paypal numbers. GQG continue to push higher, up 1.5%. IFL got yet another bid, this time from Brookfield at 460c. Insurers eased and REITs pushed up on falling bond yields. GMG up 0.6% and SCG up 1.1%. Industrials firmed across the board. WES up 0.3% with ALL finding support up % and SGH doing well. REA had a good day up % and CAR rose 2.0%. Tech better, WTC up 1.9% and XRO up 1.6% with the All-Tech Index up 1.2%. In corporate news, AMC results better than expectations and the stock rose 2.9%. PNI hit record highs on results, BWP rose too on higher profits and dividends. In economic news, the government has sold $15 billion of Treasury bonds maturing in March 2036 in a heavily oversubscribed deal. Asian markets a little mixed as China returns from New Year.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The Nasdaq Composite and S&P 500 moved higher on Tuesday due to a strong gain in Palantir , as Wall Street sought stable footing following the latest developments on the global trade front.

The tech-heavy index jumped 1.35% to 19,654.02, while the S&P 500 rose 0.72% to 6,037.88. The Dow Jones Industrial Average climbed 134.13 points, or 0.3%, to 44,556.04.

The Chinese government slapped tariffs of up to 15% on U.S. imports of coal and liquefied natural gas and 10% higher duties on crude oil, farm equipment and selected cars, effective Feb. 10.

SPI up 53 - Alphabet falls 6% after hours. AMD down 5% - AMC Results - Gold hits records.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The ASX 200 finishes down 5 at 8374 (0.1%) as nerves and some investor apathy kicked in. China imposing a 15% tariff on US Coal and LNG hurting sentiment late. After a strong start banks faded with the Big Bank Basket closed modestly lower at $260.06(-0.25%). CBA down 0.3% with WBC down 0.2%. MQG kicked 0.4% higher and other financials improved, GQG up 2.4% and XYZ bouncing 1.0% on Bitcoin and tech sentiment. Insurers mixed, QBE down 0.2% and SUN down. REITs slid a little, GMG down 1.2% and SGP off 1.6% with 10-year yields higher at 4.41%. Industrials drifted lower, BXB off 1.6% with ALL down 1.3% and WOW and COL easing. Tech better with WTC up 3.6% and the All-Tech Index up 1.3%. Resources were generally firm, iron ore stocks gained, RIO bouncing 1.6% on Canadian news. Gold miners were in demand, NEM up 0.9% with GMD rallying 2.5% and EVN up 1.6%. LYC slipped back 3.8% and lithium stocks bounced slightly, PLS up 2.7% and MIN up 2.4%. Oil and gas stocks drifted down, uranium stocks mixed, PDN up 1.3%. In corporate news, SEK pulled out of XF1 bid after vote failed to get up, PDI rallied 13.2% on a strategic placement and PME up again on a $53m order. On the economic front, consumer confidence came in better than expected at a near 3-year high. 

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The Dow Jones Industrial Average on Monday staged a major comeback, recovering steep losses from earlier in the session after President Donald Trump said tariffs against Mexico would be paused for one month.

The Dow ended the day down 122.75 points, or 0.28%, to close at 44,421.91. At its lows of the day, the Dow was down 665.6 points, or 1.5%. The S&P 500 slid 0.76% to 5,994.57, and the Nasdaq Composite slumped 1.2% to 19,391.96.

Canada and Mexico given 30-day reprieve. ASX SPI up 76. AMC Results - Xref deal falls over.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

 ASX 200 kicks off February with a Trump Tariff induced loss of 153 points to 8379 (-1.8%). No sign of any rally as US futures point to further loses. Across the board falls with the Big Bank Basket down to $260.71 (-1.6%). CBA off 1.5% with MQG falling 1.6% and insurers weaker, QBE down 2.3% and SUN off 3.2%. REITs also under pressure, GMG off 1.6% and SCG down 1.6%. Healthcare eased with FPH warning on falling margins, RMD down 3.1% on its quarterly update. CSL down 1.8%. Industrials also eased back, WES down 1.9% and ALL falling 2.0% after a great run. REA off 2.2% and tech sank, WTC down 2.9% and US faced 360 dropping 5.1%. HSN rose 2.2% on a trading update, the All-Tech Index down 2.1%. Retail slid, JBH down 0.3% but SUL worse falling 2.2% and CTT off 19.0% on US concerns. In resources, iron ore miners on the nose, FMG down 4.4% and RIO off 2.1% on aluminium issues. Gold miners were firm relatively, oil and gas were flat despite rising crude prices. Uranium found some sellers. In corporate news, MFG sell-off continues following the recent management changes; RSG CEO resigned with the stock falling 9.6% on the news. WGX fell 12.4% on a production update and FPH warned on Mexican implications. In economic news, retail trade came in with a 0.1% fall, better than expected. Asian markets are still playing second fiddle to New Year holidays. Japan off 2.85% with car makers getting smacked on tariff news. HK down 1.1%. 10-year yields 4.38%.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

Wall Street closed out the week lower after the White House confirmed tariff plans on Mexico, Canada, and China. The Dow Jones trimmed 337 points (-0.75%). Up 172 points at best. Down 375 points at worst. The S&P 500 lost 0.50%, and the NASDAQ fell 0.28%. For the week, Dow +0.27%, S&P 500 -1.0%, and NASDAQ -1.64%. For January, Dow +4.70%, S&P 500 +2.70%, and NASDAQ +1.64%. In economics December core PCE rose 0.2% MonM and 2.8% YonY, both in line with expectations, while personal spending rose 0.7%, beating forecasts of 0.5%. In Fed Speak, Bowman and Goolsbee, emphasized patience in adjusting policy, with markets pricing in less than a 20% chance of a March rate cut and expecting the first cut in June and ~50 bp of total easing in 2024. US treasuries were stable, while the USD Index kicked 0.69% higher.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The ASX has finished the day up 39 points or 0.45%. Up 1.8% for the week. This close matches the all-time high achieved back in December. The day’s gains were driven primarily by a rally in mining, real estate and technology stocks.

Technology was the biggest gainer, continuing the DeepSeek scare recovery and following Nasdaq futures higher.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

 The Dow Jones Industrial Average popped 168.61 points, or 0.38%, closing at 44,882.13. At its session highs, it had added nearly 300 points. The S&P 500 rose 0.53% to 6,071.17, while the Nasdaq Composite gained 0.25% to end at 19,681.75.

Stocks cut gains late in the session after President Donald Trump announced his intention to  implement 25% tariffs on goods imported from Canada and Mexico.
Apple results miss on iPhone sales in China.
US GDP growth came in at just 2.3%, missing expectations slightly.

ASX SPI up 36 - Gold jumps

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.

The ASX 200 up 47to 8494 (0.6%). Record intra day, but unable to hold. Banks led the charge as always, CBA up 1.0% with the Big Bank Basket up to $264.96 (0.8%). MQG rallied 1.4% with insurers also in demand, XYZ up 2.8% and REITs firm on rate cut hopes. GMG bouncing 0.8% and SCG up 0.8%. Healthcare was stronger, CSL perked up and have been doing well recently. PME up 1.2% and OPT up another 1.0%. Industrials also in the green, WES up 0.7% with ALL up another 3.7% and REA gaining 0.9%. Tech stocks were mildly positive with the All-Tech Index up 0.6% and WTC gaining 0.9% despite AFR headlines. Resources were a mixed bag. Iron ore doing well as BHP rose 0.9% and FMG up 0.3%. Lithium stocks stalled, PLS down 1.3% despite positive broker comments. Gold miners squeezed higher, quarterlies in focus. GMD up 1.3% and NEM up 0.1%. Uranium stocks fought back again with BOE up 4.7% and PDN doing well. Oil better, WDS up 0.7% and KAR with its production and a buyback up 7.7%. In corporate news, ZIP came undone on quarterly numbers, down 25.4%, CCP dropped 12.6% on results and MIN fell 0.9% as debt blew out to over $5bn. MFG fell 8.3% as Gerald Stack stepped aside and IGO fell 1.8% after reporting an earnings loss. In economic news, nothing locally except economists falling into line on rate cuts in February. Asian market affected by Lunar New Year.  Japan open and up 0.3%. 10-year yields 4.38%.

Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence.

Ready to invest in yourself? Join the Marcus Today community.