National Association of Home Builders Index

21/07/2023

National Association of Home Builders Index

Subscribe to Market Matters Blog

Latest Reports

Morning report 28/05/2026

What Matters Today: Four ASX Stocks set to benefit as Inflation remains muted

The ASX 200 roared back to life on Wednesday, reversing early weakness to close up 0.7%, with aggressive late-session buying sweeping through the market and reigniting risk appetite. Over 70% of the main board closed higher, but it was the rate-sensitive stocks that started to move after the April inflation numbers came in slightly better than expected - Consumer Discretionary (+1.8%), Tech (+1.8%), Utilities (+1.7%), and Real Estate (+1.6%) were the top four sectors on the day.

Afternoon report 27/05/2026

The Match Out: ASX pushes higher as better CPI data should lock RBA on hold

The ASX traded in two very different halves today, opening weaker as Financials extended yesterday’s selling pressure before a softer-than-expected CPI print sparked a broad rebound across the market. Once the inflation data hit, rate-sensitive sectors quickly caught a bid as traders pared back expectations of another near-term RBA hike, helping the index finish strongly into the close.