Markets @ Midday - Thursday 3rd February

03/02/2022

Markets @ Midday – Thursday 3rd February

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Latest Reports

Morning report 15/12/2025

Macro Monday: The Tech Sector may surprise many this week

Over the past three months, Australian financial markets have had to adjust to a sudden reversal in expectations for the RBA cash rate, shifting from the anticipation of cuts to projected hikes in 2026. A complete 180, which has caused significant volatility at the stock and sector levels as investors have had to alter their positioning.

Weekend report 13/12/2025

Weekend Q&A: Equities forge higher after the Fed & RBA cast their votes

The ASX 200 surged +1.2% on Friday, taking the local bourse to fresh 4-week highs as the miners continued to support the market. The index ended the week up +0.7% but it felt like more after the strong rally into the weekend saw the local bourse enjoy its best session in five weeks. The tech rotation story continues, but fortunately for the ASX, the influential miners have been major beneficiaries as commodity prices charge higher, led this week by silver and copper.