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ASX 200 closed near session highs up 65 points at 7327 (0.9%). Banks firm as were industrials. CGF saw a near 9% bounce on news Apollo Management had taken a 18.8% stake. GRR soared as pellet prices rise and margins increase. Tech stock were in favour following a Nasdaq bounce with the All-Tech Index up 2.5% led by a 4.5% rise in APT. Healthcare also doing well on a lower dollar and 10-year yields dropped to 1.37%. Miners saw some gains with gold in focus as it popped above US$1800. Oil stocks eased as OPEC woes continue.

European futures opening slightly positive. Dow futures down 33 points.

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Interest rates dropped quite sharply overnight prompting a revisit of the PEAK EVERYTHING theme today - Peak inflation fears, Peak interest rate fears, Peak stimulus, Peak Aussie Dollar, Peak GDP growth and Peak recovery momentum. We look at what that means for sectors and equities generally. We also include a scary chart and some technical sell signals in the short term.

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Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

ASX 200 takes a post RBA meeting plunge falling 53 points to 7262 closing on its lows. Bond buying looks set to be pulled back slightly, 10-year yields rose to 1.47% and the AUD up to 75.68c.

Tech stocks under pressure with the All Tech Index down 1.6%. MYR rises 15% on Solly Lew increasing his stake. SYD slips 1% after bid yesterday and the Big Bank Basket slips to $178.19. TLS down 2.4% and CSL easing 1.7%. BHP a bright spot up 0.8% as oil hits three year high on no OPEC plus deal.

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What to do with SYD after the bid. The oil price spike. POS comes out of a trading halt and pops and drops. Nickel stock IGO gets an upgrade from Goldman Sachs. No change to STRATEGY - still fully invested. RBA Meeting today - to taper or not?  Goldman Sachs predict England will win their first soccer tournament 55 years.   

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.


ASX 200 closes up 6 points to 73015 as early optimism evaporates. SYD up 34% on a 825c cash offer from a consortium the highlight. The Big Bank Basket eases to $179.01 and the 10-year yield falls to 1.42%. Miners mixed and industrials ease with the All Tech Index down 1.1%. TAH now plans to demerge its lotto and Keno business into a new ASX listed company called Tatts perhaps.

European markets expected to open slightly easier and OPEC plus meeting continues to fracture with issues with UAE.

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What "Post-it notes" will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a  few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that will see us pitted against each other for the rest of the year.   

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.


ASX 200 closes up 43 to 7309 for a 1 point gain for the week. US jobs numbers tonight and RBA next week. banks picked up as CV19 cases in NSW seem to at least be under control. BHP rose 0.7% on oil prices, other miners slipped. STO and WPL had positive days, Industrials mixed as 10-year bond yields slipped to 1.47%. Tech stocks were flat with APT dropping 0.6% and the Index relatively unchanged. Travel stocks firmed on a government phased in plan to reopen borders even if it is a long, long way away. IEL the stand out up 20% on its acquisition in India.