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On Wednesday the ASX200 continued to rotate around the 7400 area, it’s acted like a strong magnet since the last half of October, so far this month the markets remained in a tight 168-point band – with only 4 trading days remaining the local markets delivered a monthly range well under half of the calendar years average, even after soaring bond yields and inflation have shaken the confidence of many investors. If I had known at the start of the month where bond yields were today I would have called the index 5% lower, either I’m too reactive or the stock market remains…

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Latest Reports

Afternoon report

The Match Out: Stocks hit as Trump ramps up tariffs

A weaker session today as Copper tariff news created some volatility amongst the resources, gold stocks were weak, while rate sensitive areas like property felt the pinch from the RBA reticence to cut rates yesterday.

The Match Out Market Matters
Weekend report

Weekend Q&A: The ASX200 closes above 8600 for the first time

The ASX200 advanced another 1% last week, closing above the psychological 8600 level for the first time. The healthcare, real estate, and materials sectors all closed up around 3%, while the financial sector was the weakest over the five days, closing down 0.7%. For the market to extend the recent gains, it will need to shrug off high valuations and lack of earnings growth, although, as we saw last week, the resources stocks can do some of the heavy lifting after experiencing a tough 18 months.

Afternoon report

The Match Out: ASX up ~1% for FY26, Resources find some love

A quiet end to a solid week for stocks, chalking up a positive move to kick off FY26. The FY25 trend of buying certainty at any price has taken a (slight) knock, with sectors and stocks representing better value attracting more flows this week.

The Match Out Market Matters
Morning report

ETF Friday: Using ETFs to ride the resources rally

The ASX 200 finished unchanged on Thursday, but on the stock level, it was a very different story, with the materials sector surging over 3% while 8 of the mainboard 11 sectors retreated, including the financials, which fell 1.3%, a very different story to the last 18 months.

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