MM remains cautiously optimistic and bullish on broad-based US equities into 2023

16/12/2022

MM remains cautiously optimistic and bullish on broad-based US equities into 2023

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Latest Reports

Morning report 30/06/2026

What Matters Today: Five Quiet Achievers Delivering in 2026

The ASX 200 finished strongly on Monday, closing back above 8800 despite renewed geopolitical tensions between the US and Iran. Financials and materials contributed around 70% of Monday’s gains, although the broader market was stronger than it looked, with much of the real estate sector trading ex-dividend. Healthcare also stood out again, with CSL managing to edge 0.5% higher despite warning it expects to halt new EU patient starts for Tavneos- clearly there's a lot of bad news built into the CSL share price ~$115, suggesting limited downside from here.

Afternoon report 29/06/2026

The Match Out: ASX moves higher as US-Iran ceasefire holds on shaky ground

The ASX recovered some of last week's weakness to finish higher, as investors looked through ongoing geopolitical uncertainty and rotated back into beaten-down growth names.