MM is now neutral towards the ASX200 short-term

24/09/2025

MM is now neutral towards the ASX200 short-term

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Latest Reports

Afternoon report 15/04/2026

The Match Out: ASX consolidates as EVN leads the gold charge

The ASX looked set for a strong day early, but only finished marginally higher. We probably sound like a broken record at times – the ASX will struggle to push meaningfully higher without the banks leading, but today was the perfect example. The index briefly pushed above the 9,000 level intraday, though selling in financials capped the advance.

Morning report 15/04/2026

Portfolio Positioning: Cracks in the Consumer – Reviewing Exposure as Confidence Slides

The ASX200 limped to a 45-point gain on Tuesday, after opening with a bang it surrendered more than 50% of its early gains as the banks came under pressure, courtesy of Westpac (ASX:WBC). From a points perspective it was very much a market of two halves with the two heavyweight market sectors pulling in opposing directions: