Episode Details

The ASX 200 slipped a modest 8 points today to 8,728 in quiet trade. Banking stocks were generally easier, with CBA down 1.3% and WBC down 1.2%, and the Big Bank Basket falling slightly to $260.96. Insurers had a better day again, with QBE up 1.3% and IAG also doing well, up 0.9%. REITs were better too, with SCG up 0.9% and VCX up 1.3%. Healthcare once again a positive sector, with CSL up 1.9% and FPH up 1.0%. Meanwhile, in industrials, retail stocks gained, with WES up 0.6% and JBH up 0.1%. Tech stocks had a small positive day today, with WTC rising 0.6% and TNE also up slightly. The All-Tech index up 0.1% today.

Resources were mixed, with the big iron ore miners easing back, FMG down 2.4%, but gold miners perked up slightly, with NST up 1.9% and EVN up 2.5%. We also saw gains in lithium and rare earth stocks, with PLS up 1.8% and LYC up 1.6%. Not much happening in the oil and gas space, with WDS up 0.8%, but uranium stocks were better after the deal in the U.S. with Constellation Energy, with PDN up 2.5% and NXG up 4.3%.

In corporate news today, ARF had a good day following a deal for the Edge Early Learning business with GoodStart to acquire the centres. TWE is cutting 7% of its workforce, and CYC had a good day on reports that 7 Chinese medical bodies had published a recommendation on its lung imaging technology. TLX is also rising today after it said its first U.S. patients have been dosed with Pixclara.

Nothing locally on the economic front, and we do get Fed minutes tonight in the U.S.

10-year yields steady at 5.40%. US Futures drifting lower. 

Marcus Today – Daily Market Insights 

Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. 

If you'd like to go further: 

Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcast 

Join Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offer 

MT20 – Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcast 

Principles – How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcast 

— 

Disclaimer 
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.