S&P500 Tech v Real Estate Sector

22/07/2024

S&P500 Tech v Real Estate Sector

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Afternoon report 07/07/2026

The Match Out: Tech and Banks offset selling in Resources as ASX slips

The ASX 200 whipsawed through the morning session, initially lower but then charging back to positive territory before ultimately falling away for the day. Samsung's quarterly result sparked a broad "sell-the-news" reaction across Asian semiconductor stocks which triggered Nasdaq futures selling, weighing on sentiment locally.

Morning report 07/07/2026

What Matters Today: How to Invest as the Market Rally Broadens Beyond the “AI Trade”

The ASX 200 slipped 0.2% on Monday, in a lacklustre session that only saw 40% of the main board close higher despite encouraging moves by US futures during local market trade. Ongoing stock and sector reversion was evident, in particular with some major underperformers of the last 12 months enjoying a return to the winners' enclosure.