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A200
MM remains bullish towards the ASX200, around 8750
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BHP
MM is long and bullish towards BHP around $57
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DIA US
MM is bullish towards the Dow around the 52,500 level
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RSP US
MM is bullish towards the RSP ETF around US$213.50
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CORO US
MM is neutral towards the CORO ETF around US$36
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SMH US
MM is bullish towards the SMH ETF around US$600
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Latest Reports

Afternoon report

The Match Out: ASX chalks up new all-time high

Bang! The ASX closed at a fresh record high today at 9,227, with around 75% of the market finishing higher. Some of the more beaten-up areas are also showing signs of life, with software a clear example following better SaaS earnings from the US. Hopes of a lasting peace deal with Iran are also helping sentiment, although we’ll believe that one when we see it.

The Match Out Market Matters 2
Afternoon report

The Match Out: ASX surges 1.4%, Credit Corp (CCP) kicks off reporting season

It’s days like this that reinforce the importance of staying invested, participating in markets despite the negative headlines and bearish rhetoric, and, above all, remaining patient. With SPI futures flat this morning, investors took the bull by the horns, buying equities and pushing the ASX to its highest level since March as easing oil prices encouraged a rotation back into growth stocks, banks and healthcare. The rally was broad, with nine of the eleven sectors finishing higher and the local market comfortably outperforming modest gains in US futures.

The Match Out Market Matters 2
Morning report

What Matters Today: Can EVs and AI drive the next re-rating of ASX miners?

The ASX 200 erased early losses on Monday to start August on the front foot, closing up +0.5%, back above the psychological 9000 level. Gains were broad-based, with fewer than 30% of ASX stocks closing lower. Just as importantly, selling pressure was limited; the day's worst performer, Fortescue (FMG), fell only 3.8%, while six stocks rallied more than 5%, highlighting the market's underlying strength.

Afternoon report

The Match Out: Good buying from morning lows see’s the ASX finish higher

The ASX 200 recovered from a weak start to finish +42pts higher today, a good ~80pt turnaround from the lows with utilities, industrials and consumer discretionary stocks leading the advance. Australian futures had initially pointed to a decline of around 1%, but sentiment improved after President Donald Trump called off planned strikes against Iran and pushed for renewed negotiations, reducing the immediate risk of a larger regional conflict.

The Match Out Market Matters 2
Morning report

Macro Monday: Hold on tight, ASX reporting season is about to begin

Despite a volatile month, the ASX 200 ended July up +2.3%, delivering almost exactly its average return over the past 20 years as the market heads into August. As we all know, there are “lies, damned lies, and statistics”, but keeping it simple, as the chart below illustrates, July is usually a very strong month for the local index:

Weekend report

Weekend Q&A: Can 9000 become the new 8800?

The ASX 200 finished a volatile week up +2.3%, reaching a four-month high on Wednesday after softer-than-expected inflation data reduced fears of higher interest rates. The ASX shrugged off a sharp pullback earlier in the week by the “AI Trade” and a 1150-point drop by the Dow on Wednesday night after hawkish comments from Fed Chair Warsh - as we’ve been saying through July, the local market is slowly starting to get its “Mojo” back as we head into reporting season.

Afternoon report

The Match Out: ASX outperforms US to end July up +2.3%

The ASX 200 finished modestly higher today, securing a fourth consecutive monthly gain despite giving back most of an early rally. The index traded as high as 9,059 before closing just +9 pts higher (down ~85pts from the open), with strong gains across materials, selected technology names and gold miners offset by weakness in healthcare, consumer staples and communications.

The Match Out Market Matters 2
Morning report

ETF Friday: Four ASX ETFs making major moves in July

The Dow recovered over half of Thursdays decline overnight as Microsoft surged +15.5% after strong Azure cloud growth reinforced confidence that AI infrastructure spending is yielding results, sparking a broad rebound across semiconductor stocks. The iShares Semiconductor ETF (SOXX) climbed more than +8%, with Micron Technology jumping +18% and AMD rising more than +13%, while South Korean memory giant SK Hynix rallied over +17%. The move reignited the momentum trade, with the iShares MSCI USA Momentum Factor ETF (MTUM) gaining more than +5% as investors rotated back into AI-linked names. In contrast, Meta Platforms fell 8% after issuing softer revenue guidance and reporting a 91% decline in second-quarter free cash flow. Volatility may be high at the stock level, but this earnings season continues to support US indices, with ~68% of stocks beating EPS and ~79% on the revenue line - the balance of the S&P 500 stocks are due to report in the coming fortnight, with the local names also getting ready to face the music in August.

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US-listed ETFs attracted more than US$1 trillion in inflows during 1H26, the quickest time the industry has ever reached the impressive milestone. However, the rally was highly concentrated, with around 800 ETFs attracting little or no investor flows. To put these numbers into perspective, the US ETF industry has grown to ~US$19 trillion in AUM as of early 2026, with over 3,000 listed ETFs in the US market.

Monthly inflows in 2026 are running at roughly 2.5x the long-term historical pace, with inflows exceeding $100 billion for 13 consecutive months.  Equity ETFs have dominated the 2026 YTD inflows; of the ~US$1.1 trillion in total positive ETF flows year-to-date through to yesterday, equity funds captured US$736 billion, or 67% of all inflows – it’s not surprising we’re in a bull market!

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