The Match Out: ASX edges higher as bearishness reigns supreme

Stocks snapped a 3-day losing streak today that had seen the ASX 200 pullback -371pts / 5.5%, back down testing the June lows, off 12% this calendar year to date. While today’s bounce back was far from convincing, we are seeing signs of some improvement with a number of sectors/stocks attracting strong buying. When we stand back and consider the overarching positioning at the moment, with the consensus being very bearish, we think a bounce from these levels is the more probable outcome.

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Afternoon report 27/09/2022 17:07

The Match Out: ASX edges higher as bearishness reigns supreme

MM is bullish equities, specifically growth stocks from currently depressed levels

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MM continues to see value in AAC sub $2

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Morning report 10/09/2025 09:25

Portfolio Positioning: September is delivering the “wobbles” right on cue

The ASX200 slipped another 0.5% on Tuesday, extending September's retreat to 1.9% as the often weak month follows the seasonality script to a tee. Banking shares led the index fall, with heavyweight CBA worst on ground, closing down 1.3%. Gold stocks continued to shine as the market goes “all in” on a Fed rate cut next week; elsewhere, other rate-sensitive names like the retailers and tech stocks continue to outperform.

Afternoon report 09/09/2025 17:00

The Match Out: ASX pulls back on bank weakness

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Morning report 09/09/2025 11:53

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Afternoon report 08/09/2025 16:55

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Weekend report 06/09/2025 08:18

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Afternoon report 05/09/2025 17:23

The Match Out: ASX grinds higher in a ‘quiet’ session

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What Matters Today: Three Portfolio moves flashing on our radar

The ASX200 hit a buyers' air pocket on Wednesday, leading to its worst day in 5 months when a weak session on Wall Street combined with a strong local GDP print of +1.8% year on year, above the 1.6% expected by economists.