M2 Money Supply Index

06/09/2021

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Morning report 03/02/2026

What Matters Today: Four stocks we like as market volatility lifts (+1 new trade idea)

Monday saw the ASX 200 open sharply lower and continue to fall throughout most of the day as the miners were smacked following the aggressive selling in the US on Friday. The weakness extended during our day session, with silver down another 10% in the afternoon. The weakness in the mining stocks was by far the biggest drag on the ASX200, with the materials sectors 3.1% decline wiping 68-points off the main board, or 75% of the days 1% drop. The falls across the resource names were significant, considering the losses already endured on Friday:

Afternoon report 02/02/2026

The Match Out: Gold & Silver get whacked again, ASX follows lower

The ASX suffered its worst fall of the year so far, as much as –122pts intra-day, led by a sharp sell-off in gold and oil stocks, before a +30pt bounce softened the blow late in the session.