MM has turned neutral toward GOOGL, sold at ~US$323 in the International Equities Portfolio overnight

06/02/2026

MM has turned neutral toward GOOGL, sold at ~US$323 in the International Equities Portfolio overnight

Subscribe to Market Matters Blog

Latest Reports

Afternoon report 02/04/2026

The Match Out: ASX falls as Trump rhetoric spooks markets

The ASX200 gave up early gains and finished lower today after investors were rattled by a fiery speech from US President Donald Trump at midday our time, dampening hopes for a quick resolution to the Iran conflict. The index traded up as much as ~0.4% earlier in the session before reversing sharply as oil prices surged and geopolitical risks again took centre stage.

Morning report 02/04/2026

What Matters Today: War Fear Fading – 4 Stocks MM likes to Ride the Rebound

The ASX200 rallied strongly on Wednesday, surging more than 2% in a broad-based advance that saw ~14% of the index rise by 6%, or more. The move followed comments from President Trump suggesting the US military conflict could end within two to three weeks, boosting confidence around the global economic growth outlook.