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28/10/2024

Clean Energy v Oil Stocks

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Morning report 06/05/2026

Portfolio Positioning: The RBA hikes, the Macquarie Conference kicks into gear before the Budget next week

The ASX 200 retreated just 0.2% on Tuesday, not a bad day considering the RBA hiked another 0.25%, with the index encouragingly closing on its intra-day high. The local bourse has retreated 4.4% since Westpac (ASX:WBC) warned of rising bad debts and weaker trading revenues 3-weeks ago.

Afternoon report 05/05/2026

The Match Out: RBA hikes again but the ASX takes it on the chin

The ASX slipped again today, though the move felt relatively contained given the significance of the RBA decision. The central bank delivered a third straight hike, taking the cash rate to 4.35%, but the market largely took it in stride, rising ~35pts after the decision into the close.

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