Pengana PE Trust (PE1)

12/03/2026

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Morning report 26/03/2026

What Matters Today: Inflation eases—are rate-sensitive stocks back in play?

The ASX 200 rallied 155 points (+1.85%) on Wednesday, its strongest session in two months, driven by an improving tone in the Middle East conflict and a softer-than-expected CPI print. The Middle East remains the key driver, but better than feared economic data always helps.

Afternoon report 25/03/2026

The Match Out: ASX surges as soft CPI and ‘progress’ in the Middle East combine for the index’s best day 2 months

The ASX enjoyed a strong rebound today, bouncing sharply as investors latched onto two positives at once. Brent crude rolled over in Asian trade after the US President purportedly presented Iran with a 15-point plan to end the conflict, helping to calm nerves. At the same time, the February CPI print came in a touch softer than feared, giving the market some confidence that domestic inflation pressures are easing.