MM remains bullish on CAT, but with less conviction due to valuation

17/09/2025

MM remains bullish on CAT, but with less conviction due to valuation

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Latest Reports

Afternoon report 06/07/2026

The Match Out: Healthcare continues strong run as miners weigh in quiet session

The ASX 200 eased today in what was a relatively subdued start to the week, with the market spending most of the session oscillating around the flatline before sellers gradually gained the upper hand into the afternoon. There was little in the way of macro catalysts, leaving investors to rotate away from the heavyweight Banks and Miners that drove Friday's rally and back toward Healthcare, Technology and Energy.

Morning report 06/07/2026

Macro Monday: Has the Fed reignited the bull case for equities?

Last month, the new Fed Chair struck a hawkish tone in his first press conference, sending gold and copper prices lower while lifting the US dollar after signalling policymakers remained prepared to raise interest rates further if required to rein in inflation.