Members Podcast

Our member exclusive podcast  - the daily wrap up of whats int he Marcus Today newsletter today including Strategy, Ideas and a lot more. 

Our member exclusive daily podcast

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is up 19 points (+0.3%) at 7523, in a narrow day of trading after yesterday's RBA announcement. Sectors are mixed with Resources and Mining doing well as results continue to trickle through. Financials having a good day up 0.8%, with The Big Bank Basket up 0.3% at $192.09. Defensive sectors taking a hit today, with Healthcare down 0.4%, Staples down 0.7% Industrials down 0.2% and Telecoms down 0.1%. Technology not doing much today after falling back down from some early gains. All Tech Index up 0.2% and Info Tech unchanged. Gold Sector up 0.5% despite a strengthening US dollar. Boral Limited (BLD) up 11.5% on a strong market update with EPS up 50%. Fortescue MetalsGroup (FMG) up 1% after signing a Mining convention for an Iron ore project in Gabon. Australian reporting season in full swing - Diary here. Dow Futures are down 37 points, and NASDAQ Futures are down 13 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is up 8 points (+0.1%) at 7547, holding steady ahead of the RBA interest rate decision at 2:30 pm (AEDT) this afternoon.  Sectors are mixed with Utilities and Energy leading the way. Financials having a good day up 0.7% and Fin Ex REITS also up 0.7%. The Banks are up, CBA +0.2%, NAB +0.7%, WBC +0.5%, and ANZ +1.3%. The Big Bank Basket up 0.4% at $192.88. Defensive sectors are performing poorly, with Healthcare, and Telecoms both down 0.3%. Technology also down. All Tech Index down 0.4% and Info Tech down 0.5%. Gold down 0.4%. Maquarie Group (MQG) up 1.9% following Q3 trading update.  Centuria Capital Group (CNI) down 4.1% despite group total operation revenue up 14.6%. Australian reporting season in kicks off - Diary here. Dow Futures are up 46 points, and NASDAQ Futures are up 29 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is up 29 points (+0.4%) at 7540 points with Healthcare jumping up 2.3%. Sectors are mixed with Resources, Metals and Gold all lagging behind. Gold Sector reversing yesterday's gains as the USD strengthens, down 2.5%. Tech sector continuing to bounce back, the All-Tech Index up 0.8% today and down 0.14% for the week. Uncertain demand from China pushing Resources and Materials down 1.1% and 1.2%. Some sector rotation too. Banks continuing to rally, The Big Bank Basket up 0.8% at $191.46. CBA continuing to push an all-time high at $110.38. Janus Henderson (JHG) up 13.2% as they report a 5% increase in AUM. Pinnacle Asset Management (PNI) up 10.8% on broker updates following Wednesday’s announcement. PushPay Holdings (PPH) in a trading halt as details of acquisition before court and shareholders. Australian reporting season kicks off next week - Diary here. Dow Futures are down 34 points, and NASDAQ Futures are down 171 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is up 41 points (+0.6%) at 7543 points as Fed interest rates increased in line with expectations. Sectors are mostly up with Energy lagging behind, down 0.7%. Gold Sector going gangbusters, up 5% as USD index drops to 100.8. Tech sector close behind as the NASDAQ appears to break the downtrend. All-Tech Index up 3.6%. Defensives are up, with Staples and Consumer Disc both up 0.8% and 1.5%. The Big bank basket unchanged at $190.8. WAM Capital (WAM) up 9.4% after a market update and dividend update. Imugene (IMU) up 3.6% after announcing the completion of phase o1 of their cancer-killing virus. Australian reporting season kicks off this week - Diary here. Dow Futures are down 11 points, and NASDAQ Futures are up 121 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

The ASX 200 is up 39 points (+0.5%) at 7515 points piggybacking off the positive sentiment from the US overnight. Most sectors pushing higher, with REITS leading the way, as CHC and HMC gain 3.7% and 3.3%. Interest rate sensitive sectors All-Tech Index and Gold both down 0.2% and 0.5%. Resources are up 0.5%, Materials +0.9%, and Mining +0.8%. Defensive sectors are also up with Healthcare, and Industrials up 0.6% and 0.8%. The Banks are up, the Big Bank basket up 0.2% to $190.06. Mesoblast Limited (MSB) – up 10.5% after resubmitting its Biologics License Application to the US FDA. Flight Centre Travel Group Limited (LTR) - up 8.2% following the completion of its institutional placement. US results season in full swing with Alphabet and Apple to report later this week - Diary here. Australian results season kicking off next week - Diary here. Dow Futures are down 84 points, and NASDAQ Futures are down 61 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

ASX 200 up 13. Staples lead the way up 1.9%. Gold, IT, Gold and REITs see some profit taking. Lots of Central Bank action this week. We are pleasantly on hold ahead of that, fully invested in the Strategy Portfolio. We sold one of our Ideas Portfolio stocks today after a 25.2% gain in 22 days.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.