Market Matters 2022 Outlook Report - a potential book of 3 chapters

Firstly and very importantly a happy and healthy new year to everyone, COVID may continue to test us all but lets hope our optimism is well founded and it will soon to be in the rear view mirror, definitely some lessons to be learnt here! Aside from the pandemic MM is extremely excited about the coming year on a number of fronts from the ongoing opportunities the markets look set to present to the continued growth and evolution of MM:

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Latest Reports

Afternoon report 08/04/2026 16:46

The Match Out: Tech jumps, Energy plummets as ASX rips higher on Middle East ceasefire

The ASX 200 posted its best session in almost a year today after the US and Iran agreed to a two-week ceasefire, triggering a sharp unwind of the war risk premium that has dominated markets over the past six weeks. The ceasefire, reportedly brokered through diplomatic channels including Pakistan, came just hours after US President Donald Trump warned he would escalate attacks on Iran’s infrastructure if shipping routes remained blocked.

Morning report 08/04/2026 10:03

Portfolio Positioning: Does MM like iron ore exposure across all of our portfolios?

The ASX200 closed up an impressive +1.7% on Tuesday although it was well off its mid-morning high where at its best it was up 225-points, or 2.6%. All 11 sectors ended higher, lifting the market to its highest close since mid-March, with the influential banks and miners leading the charge, BHP and CBA alone accounted for ~35% of the day’s gains.

Afternoon report 07/04/2026 17:16

The Match Out: ASX surges in broad rally as dip buyers pile in

Morning report 07/04/2026 09:42

Macro Monday, on Tuesday: US bears may be tiring as S&P 500 rallies into & out of Easter

The ASX200 fell 1.1% on Thursday heading into the Easter break, extending the recent trend of late-week weakness as investors de-risk amid ongoing geopolitical uncertainty.

Afternoon report 02/04/2026 16:56

The Match Out: ASX falls as Trump rhetoric spooks markets

The ASX200 gave up early gains and finished lower today after investors were rattled by a fiery speech from US President Donald Trump at midday our time, dampening hopes for a quick resolution to the Iran conflict. The index traded up as much as ~0.4% earlier in the session before reversing sharply as oil prices surged and geopolitical risks again took centre stage.

Morning report 02/04/2026 09:48

What Matters Today: War Fear Fading – 4 Stocks MM likes to Ride the Rebound

The ASX200 rallied strongly on Wednesday, surging more than 2% in a broad-based advance that saw ~14% of the index rise by 6%, or more. The move followed comments from President Trump suggesting the US military conflict could end within two to three weeks, boosting confidence around the global economic growth outlook.

Afternoon report 01/04/2026 17:04

The Match Out: ASX kicks off April with a bang as Materials and Tech lead broad rally

The ASX surged today, recovering from the worst monthly performance in four years as markets latched onto signs the Iran conflict could begin to wind down. The morning open was reason enough to call it a strong session, though a late 30pt rally in the final 20 minutes of trade was the cherry on top as the index closed on its highs. It was a broad rally as ten of eleven sectors finished higher with materials leading the charge, while the defensive utilities dragged as risk on sentiment returned to the bourse.

Morning report 01/04/2026 09:35

Portfolio Positioning: Should investors be worried by March’s decline?

The ASX200 endured another volatile session on Tuesday, ultimately finishing up 20 points after trading in a wide ~140-point range—swinging from a 50-point loss to a near 70-point gain at its peak. It’s the kind of price action that unsettles headline-driven investors, but the question remains: should it? We all know the reasons why financial markets are volatile, so let's focus on the numbers for March, as opposed to trying to second-guess President Trump's next move:

Afternoon report 31/03/2026 17:04

The Match Out: ASX gives back gains late as Trump’s Iran comments lose their shine

It was a story of two tales today as the ASX whipsawed from negative to positive territory at midday, before giving back most of the gains rapidly into the close. Early weakness was shaken off as the market reacted to reports that US President Donald Trump may be prepared to wind down the Iran war even if the Strait of Hormuz remains largely closed.

Morning report 31/03/2026 09:43

What Matters Today: Revisiting the energy sector as the War enters its fifth week

The ASX200 recovered almost two-thirds of Monday’s early losses to close down 0.65%, with underlying buying evident across much of the market, even as rising geopolitical tensions in the Middle East pushed oil prices to near four-year highs. However, this strength was offset by pronounced weakness in the influential banking sector, with the “Big Four” subtracting more than 55 points from the index and driving the majority of the day’s decline.