Marcus Today
Market Updates
A twice-daily podcast from the Marcus Today team for self-directed investors. Published every weekday before the ASX open and after the close (AEST), these short updates cover what's moving markets, key developments overnight, and the themes shaping the trading day. Clear. Practical. No noise.
Be sure to visit the podcast's website and support the creator: marcustoday.com.au
Author
Marcus Today
Category
Podcast website
Latest episode
Oct 16, 2026
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Episodes
Pre-Market Report – Wednesday 22 July: US tech rallies - Buy the Dip in Semis - SPI up 21 - Gold up - Oil up - Yields up - Quaterlies continue 21.07.2026 12:55
US stock indices closed higher on Tuesday as a rally in chipmakers lifted the broader market. The S&P 500 added 0.9%, the Nasdaq 100 advanced 1.9%, and the Dow Jones gained 385 points. Semiconductor stocks extended their rebound from last week's rout after strong export data from Taiwan and South Korea reinforced optimism for the sector. Nvidia gained 2% after saying its latest chip desig...
End of Day Report – Tuesday 21 July: ASX 200 fights back to close up 2 - Oil down- Gold up - US Futures solid. 21.07.2026 12:37
The ASX 200 closed up 2 points at 8,793 after staging a decent rally off the lows as Asian markets turned positive and US futures also moved into positive territory. Banking stocks eased back, with CBA down 0.4% and NAB , ANZ , and WBC also falling around 1.2%. The Big Bank Basket fell to $281.77 (-0.7%). MQG also took a breather, as did other wealth managers, with HUB down 4.2% despite stronger F...
Pre-Market Report – Tuesday 21 July: US markets drift lower - SPI down 34 - Oil up again - Quarterlies continue 20.07.2026 12:40
Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Mana...
End of Day Report – Monday 20 July: ASX 200 drift 5 pts lower - US futures give up some gains - Kopspi drops 4.5% again - EQR soars on Twiggy stake 20.07.2026 11:57
The ASX 200 drifted around to close down 5 points at 8,791, as the banks paused after last week's rise and resources came back into focus. US futures sliding lower sapped early enthusiasm. The Big Bank Basket was flat at $283.68 (-0.7%) with MQG falling 0.8% and NWL down 2.2%. Insurers were slightly firmer, with QBE up 1.8% and MPL rising 0.6%, although REITs eased, with SGP down 1.0% and GMG...
Pre-Market Report – Monday 20 July: US markets slip - Iran War escalates - SPI up - Oil up - US futures flat 19.07.2026 11:57
Wall St fell Friday as a Chinese AI breakthrough rattled semis and oil rose after holding ground for the previous three sessions on further US-Iran escalation. Dow Jones down 407 points. S&P 500 down 1.01%, closing below its 50-day moving average. Nasdaq down 1.40%. Slightly better than futures yesterday were indicating. Russell 2000 down 0.42%. Mag7 down 1.78%. SOX down 1.63%, recovering from...
End of Day Report – Friday 17 July: ASX 200 down 44 - Banks flat - Resources hit - Asain tech smacked down - Gold up - COL pulls the dog rug out. 17.07.2026 14:05
The ASX 200 closed down 44 pts at 8,797 as US futures weakened and Asian technology stocks were hit hard. Down 10pts for the week. Our market saw both the banks and resources come under pressure. The banks gave up ground, with CBA down 0.8% and WBC falling 0.2%. The Big Bank Basket fell to $284.25 (-0.5%) with a late rally helping. Insurers, however, held their ground, while other financials also...
Pre-Market Report – Friday 17 July: US markets ease - Semis sink - SPI down 15 - Gold falls 16.07.2026 14:58
Stocks fell on Thursday as a sell-off in technology stocks overshadowed a raft of solid earnings reports. The S&P 500 lost 0.51% and ended at 7,533.77, while the Nasdaq Composite declined 1.47% to 25,881.95. The tech-heavy major averages struggled with weakness in semiconductors. The Dow Jones Industrial Average shed 105.67 points, or 0.20%, and closed at 52,552.97. Chip stocks slid after Taiw...
End of Day Report – Thursday 16 July: ASX 200 Flat - BHP quarterly - Banks rally - Resources slip - US futures flat - Korea down again. 16.07.2026 10:48
The ASX 200 closed unchanged on futures expiry day at 8841, after an afternoon rally in the banks gathered pace, with CBA up 1.8% and NAB gaining 1.3%. The Big Bank Basket continued its recent run higher to $285.73. Financials were generally firmer, with SOL up 3.3% and GQG gaining 1.1%. REITs also pushed higher, led by SCG up 0.5% and SGP rising 2.0%. Industrials and technology stocks found buyer...
Pre-Market Report – Thursday 16 July: US markets gain - Mag & stocks do well - Apple hits record - SPI up 13 - Oil steady - BHP Quarterly - PPT bid revealed. 15.07.2026 12:49
The S&P 500 rose on Wednesday, with major technology stocks advancing, as traders digested more data showing inflation is cooling. The broad market index finished up 0.38% at 7,572.40, while the Nasdaq Composite climbed 0.62% to settle at 26,269.23. The Dow Jones Industrial Average added 150.37 points, or 0.29%, to end at 52,658.64. Investors appeared to be paring exposure to key semiconductor...
End of Day Report – Wednesday 15 July: Resources Take the ASX Up 33 Points - 15.07.2026 5:06
Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Mana...
Pre-Market Report – Wednesday 15 July: US Markets push higher on CPI and Fed - SPI up 49 - Oil up - Gold up - EVN quarterly 14.07.2026 12:49
Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Mana...
End of Day Report – Tuesday 14 July: ASX 200 closes unchanged on resource rally - Asia holding firm - Gold and oil bounce 14.07.2026 12:09
The ASX 200 finished unchanged at 8809, fighting back from earlier losses as resources found a footing. US futures helped, as did steady markets across Asia. Banks eased back, with CBA down %, leaving the Big Bank Basket at $281.76 (-0.6%). Other financials also weakened, NWL fell 2.2% and SOL dropped 0.8%. REITs were easier too, with GMG down 2.7% and CHC falling 1.3%. WOW and COL slid 1% as defe...
Pre-Market Report – Tuesday 14 July: US markets slide - Chips get fried - Oil jumps - SPI down 8 - US Earnings in focus - Warsh on the Hill. 13.07.2026 12:36
US stock indices closed lower on Monday amid weakness in chipmakers and a deteriorating macroeconomic backdrop. The S&P 500 fell 0.8%, the Nasdaq 100 lost 1.9%, and the Dow dropped 138 points. Chipmakers sank on persistent concerns that AI hyperscalers will be forced to scale back spending on AI infrastructure. SK Hynix ADRs fell 8.6% after surging 13% in their debut on Friday, as a Korean bro...
End of Day Report – Monday 13 July: ASX 200 closes up 3 - Banks hold firm - Miners slip - XRO CEO sells out - SK Hynix Crashes 13.07.2026 13:09
The ASX 200 recovered from early losses to close up just 3 points at 8,809, despite weakness across the region, particularly in Korea. Once again, the banks held firm, with the Big Bank Basket rising to $283.41 (up 0.8%). ANZ was the best of the bunch, gaining 1.1%. Insurers also rallied, with IAG rising 2.0% and SUN adding 0.9%. Other financials eased, with BVS falling 5.5% on profit-taking after...
Pre-Market Report – Monday 13 July: US Markets firm - SPI up 43 - RRL pulls out - Oil up 12.07.2026 11:15
Wall St rose Friday, closing out a second straight week of gains in a quiet session. Dow Jones up 150 points. S&P 500 up 0.42%, closing in on record highs. Nasdaq up 0.29%. Russell 2000 down 0.49%. VIX down 5.11%. Mag7 up 1.4%. SOX flat. SaaS down 0.8%. SPI futures up 43 points or 0.49% . RRL pulls out of VAU race - OML extends bid deadline. For the week, the S&P 500 rose 1.23% and the Nas...
End of Day Report – Friday 10 July: ASX 200 up 0.5% - Resources bounce back - Banks firm - Healthcare and Industrials lose ground. 10.07.2026 12:48
The ASX 200 rose 44 points to 8,806, up 0.5%, after a slow start, with the banks finding their feet. For the week, the ASX 200 fell 38 pts. CBA rose 0.5% and ANZ gained 0.8%. The Big Bank Basket rose to $281.06 (0.6%). Other financials also firmed, with MQG up 0.9% and NWL rising 2.2%. ZIP rallied 2.0%. REITs were better, with GMG up 0.2% and CHC rising 2.2%. In the industrials, we saw some profit...
Pre-Market Report – Friday 10 July: US markets push higher - Chips better - SPI down 2 - Gold up - Oil down - BVS upgrade 09.07.2026 10:31
US stocks gained traction on Thursday amid gains for chip producers and an improvement in credit conditions. The S&P 500 rose 0.5% and the Nasdaq 100 gained 1.3%, while the Dow rose 200 points. Memory chip producers were sharply higher as markets reconsidered the speculative outlook of AI infrastructure manufacturers. These were magnified by the introduction of SK Hynix ADRs tomorrow, the worl...
End of Day Report – Thursday 9 July: ASX 200 falls 23 - Banks firm - Iron ore sinks - Gold falls - Oil up 09.07.2026 11:29
The ASX 200 fell 23 points as, once again, resources came under pressure. BHP fell 1.1%, RIO was hit hard following a broker downgrade, down 3.3%, and FMG also lost ground. Gold miners were weaker despite gold holding relatively steady. NST fell 0.9%, while EVN down 1.7%. Elsewhere, lithium and rare earth stocks also drifted lower, with S32 down 3.5%. Meanwhile, in the oil and gas sector, both WDS...
Pre-Market Report – Thursday 9 July: US markets recover from lows - SPI down 49 - Oil jumps on renewed conflict - Gold steady - Fed Minutes 08.07.2026 13:27
US stock indices closed mixed on Wednesday as higher oil prices worsened the macroeconomic backdrop while chipmakers rebounded. The S&P 500 fell 0.3%, the Dow lost 577 points, while the Nasdaq 100 gained 0.3%. Treasury yields rose after President Trump said the ceasefire with Iran was "over" following renewed strikes, fueling concerns over energy-driven inflation. Those fears were re...
End of Day Report – Wednesday 8 July: ASX 200 stages a Argentinian fightback to close down only 19 - Resources weaker - Banks firm - Tech down 08.07.2026 14:30
The ASX 200 fell another 19 points to 8785 (0.2%) as resources were once again under pressure. Well off the lows though of around 120 pts down. BHP fell 2.3% on potential strike action, RIO dropped 2.6% and FMG held up relatively well. Lithium plays remained depressed, with PLS down 3.3% and LTR falling 4.3%. Gold miners were also under pressure, although well off their lows, with NST down 1.7%, E...
Pre-Market Report – Wednesday 8 July: US markets fall - US Launches strikes against Iran - Oil spikes - SPI down 39 - Resources under pressure 07.07.2026 14:29
US stock indices closed lower on Tuesday amid a selloff in chipmakers. The S&P 500 fell 0.4%, the Nasdaq 100 dropped 1.8%, and the Dow Jones lost 131 points, pulling back from a record high. Semiconductor stocks came under pressure as investors questioned whether AI hyperscalers can justify elevated infrastructure spending. Samsung's 19-fold surge in quarterly profit failed to support mar...
End of Day Report – Tuesday 7 July: ASX 200 drops 27. - Banks shine - Resource hit as flare up in Gulf hurts - WTC up - US markets weaker - Samsung tumbles. 07.07.2026 13:00
The ASX 200 fell 27 points to 8,804 (0.3%) as resources came under significant pressure following renewed kinetic action in the Gulf. Gold miners eased and the broader resources sector was weak. The big miners struggled, with BHP down1.9% and RIO falling 1.8%. Lithium stocks were well and truly under pressure, with PLS down 5.5%, MIN off 5.6% and even LYC slipping 6.4%. Gold miners also lost groun...
Pre-Market Report – Tuesday 7 July: US Markets head higher - Dow over 53k - SPI up 3 - Quiet day ahead again 06.07.2026 13:52
The S&P 500 gained 0.72% to end at 7,537.43, while the Nasdaq Composite advanced 1.12% to 26,121.16 as markets started a new trading week following Friday’s U.S. Independence Day holiday. The Dow Jones Industrial Average climbed 155.84 points, or 0.29%, for a record close of 53,055.91. The 30-stock index also posted an intraday record in the session. Tech stocks rose broadly. The State Street...
End of Day Report – Monday 6 July: ASX 200 down 13 - Banks ease - Tech rallies slightly - VAU bid - US Futures up. 06.07.2026 12:09
The ASX 200 closed down 13 points at 8,831 (0.2%) after drifting from positive to negative throughout the day. The banks were a little sloppy, with WBC down 1.1% and the Big Bank Basket falling to $273.60 (-0.3%). The insurance sector also eased, while the rest of the financials were mixed. REITs also had a mixed session, with CHC down 0.7%, while GMG edged slightly higher. Industrials lacked dire...
Pre-Market Report – Monday 6 July: ASX 200 set to open weaker - GMD bids for VAU - SPI down 35 - Fed Minutes this week. 05.07.2026 10:08
US Markets closed Friday - Gold steady - SPI down 35 - GMD bids for VAU - Quarterlies continue. Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast...
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