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A200
MM remains bullish towards the ASX200, around 8650
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F100
MM is bullish towards the UK FTSE ~10,375.
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YETI US
MM remains bullish YETI US ~$US40
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VHY
MM is bullish towards the VHY ETF around $83
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MVB
MM is cautiously bullish towards the MVB ETF $41.50
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QRE
MM is bullish towards the QRE ETF around $10.70
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ATEC
MM is now neutral towards the ATEC ETF around $20.50
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Latest Reports

Afternoon report

The Match Out: ASX ends the week in retreat, MP1 comes back on with a bang

Defensive rotation dominated Friday's session as traders continued to shed miners and banks in favour of healthcare and consumer staples, with iron ore's slide to a three-month low and lingering global uncertainty around the lingering Iranian situation hurting sentiment. The ASX 200 finished the week down –1.22%, capping a broadly risk-off five days.

The Match Out Market Matters 2
Morning report

ETF Friday: Three ETF’s to capture the SaaSurrection

The ASX200 retreated on Thursday as geopolitical concerns returned to the forefront, with fresh hostilities between the US and Iran offsetting recent optimism around peace negotiations. At the same time, investors took the opportunity to bank gains in the high-flying mining sector, which has supported the market through May.

Afternoon report

The Match Out: Middle East tensions and iron ore fears drag the ASX lower

The ASX was on the back foot from the opening bell as investors digested overnight missile strikes between the US and Iran. Selling was significant but orderly, with the market moving gradually lower through the morning before popping and stabilising ~30pts above the lows for much of the afternoon.

The Match Out Market Matters 2
Morning report

What Matters Today: Miners are carrying our market – who steps up next?

The ASX 200 traded above 8800 on Wednesday for the first time in four weeks as the miners and energy stocks pushed the index up +0.6% despite less than 45% of the main board closing higher. From a performance perspective, it was very much a case of “same story, different day” with BHP’s +2.4% advance, posting new all-time highs again, contributing ~60% of the main board's advance.

Afternoon report

The Match Out: GDP miss fuels rate hold hopes, Megaport (MP1) takes a swing at AI

The market pushed higher as the day progressed, underpinned by weaker-than-expected GDP data bolstering hopes the Reserve Bank may hold off on further rate increases. The economy is slowing, the budget has knocked confidence, and it would be extraordinary if the RBA hiked in this environment – the market is slowly latching onto this view by the look.

The Match Out Market Matters 2
Morning report

Portfolio Positioning: Hedge Funds Are Circling the ASX with Northern Star (NST) in the Crosshairs

The ASX performed resolutely on Tuesday to reverse early triple-digit losses and end the day down just -0.1%. In line with the 2026 playbook, the heavyweight miners, ably supported by the tech stocks, largely offset weakness in the banks, rate-sensitive stocks and the broader market, which saw over 60% of the main board close lower on the day. It's becoming repetitive of late, but +1.4% rally by BHP Group (ASX: BHP), to another all-time high, combined with positive moves by RIO Tinto (ASX: RIO) and Northern Star (ASX: NST) to add 30-points to the index, but weakness in the banks, and in particular ANZ, Westpac and NAB was enough to take more than 20-points from the index.

Afternoon report

The Match Out: ASX claws back early losses – tech leads the bounce as Fair Work spooks the consumer sector

The ASX had another volatile session, falling sharply in early trade before recovering the bulk of its losses through the afternoon. The market was caught between a strong lead from Wall Street's record highs and fresh uncertainty around the Middle East, with conflicting signals on ceasefire negotiations keeping oil prices elevated and broader sentiment cautious.

The Match Out Market Matters 2
Morning report

What Matters Today: Have the ASX Tech Stocks Bottomed?

The ASX 200 struggled on Monday despite the bullish offshore leads from Wall Street - again, the Australian market remains more correlated to European bourses than the more widely discussed US peers. However, the local market managed to recover from early-morning weakness to end the first session of June marginally lower, as the miners again countered the ongoing weakness in the banking sector, primarily due to a 1% dip in Commonwealth Bank (ASX: CBA). With BHP Group (ASX: BHP) posting new all-time highs yesterday lunchtime and the “Big Four Banks” weighed down by concerns around the housing market post the budget, and high valuations compared to their international peers, we see no reason to fade the outperformance by the miners versus the banks:

Afternoon report

The Match Out: ASX flat but tech fires up, RDY jumps on takeover bid

The ASX opened lower and chopped around for most of the day until a sustained upward move in the afternoon pulled the index back to close near flat. Belief in a potential US-Iran ceasefire continued to be hold firm despite a rebound in oil prices, though there was plenty of action under the surface. Technology was the standout sector, with local software stocks tracking the positive move in the U.S on Friday night, while Banks and Healthcare names dragged.

The Match Out Market Matters 2
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The ASX200 continued to feel soggy on Thursday, although it did ultimately reverse earlier losses into the close, ending the session up +0.1%, even though ~55% of the main board retreated. A bounce by the banks, led by Commonwealth Bank (ASX: CBA), combined with another positive session by BHP Group (ASX: BHP), was enough to see the main board eke out a small gain, with the index again attracting buyers around the 8600 level, albeit in a very selective manner.

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