US 2-year Bond Yield v NASDAQ 100 Index

24/10/2022

US 2-year Bond Yield v NASDAQ 100 Index

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Afternoon report 12/08/2026

The Match Out: ASX slips as busy reporting day delivers winners and losers in equal measure

The ASX spent Wednesday firmly on the back foot, opening around 0.4% lower before selling accelerated through the morning as investors digested another heavy batch of results alongside yesterday’s hawkish RBA rhetoric. At the lows, around 70% of the index was trading in the red and all but one sector lower, before a steady move through the afternoon helped to claw back some ground.

Morning report 12/08/2026

Portfolio Positioning: The RBA holds rates at 4.35%, but inflation is still too high

The ASX 200 advanced +0.2% on Tuesday, supported by the RBA leaving rates unchanged, as was expected. The accompanying rhetoric from Michelle Bullock also contained no hidden surprises, with the bond & FX markets hardly moving bar a brief relief spike when no hike was announced. The RBA remains understandably cautious as they weigh a soft property market versus sticky inflation. However, credit markets are slowly but surely painting a more supportive picture for stocks.