MM remains long & bullish MGR

22/10/2025

MM remains long & bullish MGR

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Weekend report 01/11/2025

Weekend Q&A: With a rate cut off the table, the ASX has lost a major tailwind

The ASX200 ended the week down -1.5% as rate-sensitive stocks weighed on the market following Australia's hotter than expected CPI and Jerome Powell's message that another Fed rate cut in December was no foregone conclusion. Another strong week by uranium and copper names did little to dent the selling across the healthcare, tech, real estate and retail sectors, with some big and influential names front and centre, dragging the index back under the 8900 level, even as US indices continued to post fresh highs:

Afternoon report 31/10/2025

The Match Out: ASX rallies early, closes in negative territory

The ASX was a story of two tales today, with early gains driven by gold miners and the major banks as global risk sentiment improved following progress in US–China trade talks.