Ask James: Market rallies to new all-time highs

The ASX200 has kicked off June in similar fashion to the previous 3-months, its less than one week old and the index is already up almost +2%, the banks have maintained their upside momentum while being solidly supported by the broad market with the exception of the IT stocks which are still doing it tough. Bond yields and interest rates might have been treading water for the last 12-weeks but fund managers are clearly still rotating their portfolios towards a strong economy / higher interest rate environment

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Weekend report 05/06/2021 07:48

Ask James: Market rallies to new all-time highs

Income Report: Asset allocation framework when targeting income

A200

No change – MM’s preferred scenario is June grinds higher while producing another small 3-4% pullback

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Afternoon report 17/04/2025 16:46

The Match Out: ASX strong as energy bounces back, commodity stocks impress on quarterlies

A bullish session after a decent hit to U.S markets overnight, particularly the tech sector which was -3.9% weaker amid further U.S tariff and policy intervention. It was a slow and steady move up over the day, opening flat but climbing ~5-10 points hour after hour.

Morning report 17/04/2025 09:38

What Matters Today: Did MM turn neutral towards Gold too early?

The ASX 200 performed well on Wednesday, considering US NASDAQ Futures were down over 2% by 4pm AEST, courtesy of poor news from both sides of the Atlantic before the respective bourses even opened. Global Tech stocks sank on a one-two of bad news for tech goliaths Nvidia and ASML, the last thing the embattled semiconductor sector needed.

Afternoon report 16/04/2025 17:42

The Match Out: ASX climbs then fades, BOQ impresses on margins

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Morning report 16/04/2025 09:54

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Afternoon report 15/04/2025 17:03

The Match Out: Banks follow U.S peers up early, ASX runs out of steam late

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Morning report 15/04/2025 11:16

What Matters Today: Can the Australian “Big Banks” deliver like their US peers?

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Afternoon report 14/04/2025 17:07

The Match Out: Sellers dwindle, ASX moves higher on tariff optimism

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Morning report 14/04/2025 09:46

Macro Monday: Trump blinks first in tariff war against China

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Weekend report 12/04/2025 10:05

Weekend Q&A: Tariff chaos and the S&P500 enjoys its best week since 2023!

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Afternoon report 11/04/2025 16:59

The Match Out: ASX gaps down, surges to close on intra-day high

Risk-off sentiment spilled over from overseas markets as the ASX gapped down -180pts on the open despite SPI futures indicating a less severe -115pt drop. Investors flocked to safe haven gold as the precious metal hit yet another all-time high above $US3100, with heavy selling in the growthier end of the market kicking things off.