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

Business

Podcast website

marcustoday.com.au

Latest episode

Nov 6, 2026

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Episodes

Breakfast Briefing - Fri 19 Nov 18.11.2021

US markets mixed: Dow down on Cisco weakness, S&P 500 hits 66th record this year on big tech strength. SPI Futures up eight points. Catch up on all the action with Henry's Breakfast Briefing.  ASX SPI Futures up 8 points. US markets hit highs. Dow Trails. Oil better. Gold weaker. Iron ore remains under some pressure. Sign up for a free trial to get full access to expert insights and indep...

End of Day Report - Thu 18 Nov 18.11.2021

The ASX 200 finished up 9 to 7379 in a topsy turvy day. Banks once again the swing vote with the Big Bank Basket down to $175.80 (-1.3%) as CBA fell another 1.6% and NAB down 0.7%. Insurers and financials bucked the downdraft with MQG up 1.1% and IAG putting in a strong day, up 3.4%. Elsewhere industrials fared better with TLS up 2.0% TCL up 0.7% and WOW rising 1.1%. Healthcare too taking its medi...

Breakfast Briefing - Thu 18 Nov 17.11.2021

ASX SPI 200 down 2. Could be more today. US markets slip on inflation concerns. Dow down 0.6% Nasdaq down 0.3% Gold up 0.9%. Oil slips. Iron ore steady. Sign up for a free trial  to get full access to expert insights and independent stock market  research.

End of Day Report - Wed 17 Nov 17.11.2021

The ASX 200 dropped 51points to 7370 (-0.7%) after CBA results disappointed on margins and growth. CBA fell 8.1% accounting for 46 index points of the fall. The Big Bank Basket fell sharply on the CBA September update falling to $178.11 (-5. 3%). Other financials weathered the storm well, MQG down up 0.6% and MFG ahead by 1.6%. Insurers also rallied with QBE leading the charge up 1.7%. Industrials...

Breakfast Briefing - Wed 17 Nov 16.11.2021

ASX 200 SPI Futures up 19 US markets firm on economic data and Biden/Xi meeting optimism. USD stronger. Commodities weaker. Gold down 0.7%. Oil up 0.5%. Iron ore up 1.4% CBA September quarter results. Cash profit $2.2bn. Why not sign up for a free trial ? Get access to expert insights and independent research and become a better investor.

End of Day Report - Tue 16 Nov 16.11.2021

The ASX 200 dropped 50 points to 7405 (0.7%) with selling across the board on RBA minutes and commodity weakness. Banks were soft as yields pushed a little higher. CBA down 0.3% and NAB off 0.6% with the Big Bank Basket under pressure at $188.08 down 0.3%. Other financials and resources also wavered with MQG off 0.3% and MFG falling another 3.0%. Healthcare in ICU today with RMD down 2.9% and CSL...

Breakfast Briefing - Tue 16 Nov 15.11.2021

US markets were little changed overnight but SPI Futures are pointing to weakness for the ASX 200 on the open, down 36 points. Catch up on all the action with Henry's morning update. ASX SPI Futures down 36. US markets unchanged. Commodities slip. US Ten Year yields rise to 1.63%. RBA Minutes at 11.30am. Why not sign up for a free trial ? Get access to expert insights and independent research...

End of Day Report - Mon 15 Nov 15.11.2021

The ASX 200 pushed 27 points higher to 7470 (0.4%) on positive US leads and positive updates from ELD and IPL . Banks were mixed with the Big Bank Basket slightly higher at $188.71 as NAB went ex-dividend (8 index points) and CBA fell 0.1%. MQG rose 0.9% and other fund managers rose slightly as MFG put on 1.1%. Industrials firmed with ALL up 1.2% and TLS rising 0.8%, with REITS rallying in yields...

Breakfast Briefing - Mon 15 Nov 14.11.2021

ASX SPI falls 3 US markets higher Dow up 179 points. Nasdaq up 157.  Gold firm Oil slips and Iron ore down 4.5%. Quiet start. Ventia IPO gets repriced. Why not sign up for a free trial ? Get access to expert insights and independent research and become a better investor.

End of Day Report - Fri 12 Nov 12.11.2021

 The ASX 200 pushed 61 points higher to 7443 (0.8%). A solid day of gains as both banks and miners did well. Banks were pushed higher as once again bond yields rose with the short end soared with 2 years up 11bps to 0.68%. Remember the RBA official rate is 0.1% and no increase as far as the eye can see. The Big Bank Basket rose to $188.94 with NAB up 0.7% and CBA up 0.9% leading the way. MQG ralli...

Breakfast Briefing - Fri 12 Nov 11.11.2021

Dow down on Disney but broader markets better. SPI Futures up 32 points. Get up to speed with Henry's Breakfast Briefing.  ASX SPI up 32 points. DOW falls 159 points as Disney drops 7% but Nasdaq and S&P up. Gold pushes higher again. Iron ore bounces. Resource stocks in focus. Why not sign up for a free trial ? Get access to expert insights and independent research and become a better inv...

End of Day Report - Thu 11 Nov 11.11.2021

The ASX 200 closed down 42 points to 7382 (0.6%) after US inflation hits 30-year highs and local jobs numbers disappoint. Short-dated bond yields gapped higher, and the AUD fell towards 73c. Banks were under pressure all day with NAB down 1.6% and CBA off 1.6%, with the Big Bank Basket down to $187.58 (0.9%). Other financials eased, MQG down 0.7% and ASX off 0.9%. Fund managers slid again, MFG dow...

Breakfast Briefing - Thu 11 Nov 10.11.2021

US markets pulled back overnight amid a hotter than expected inflation read and a spike in bond yields. Catch up on all the action with Henry's Breakfast Briefing.  ASX 200 SPI Futures down 9 points. US markets stumble on CPI at 6.2% highest in 30 years. Gold pushes ahead. Rivian surges on debut. Oil drops. Iron ore falls. Jobs number at 11.30am Why not sign up for a free trial ? Get access t...

End of Day Report - Wed 10 Nov 10.11.2021

The ASX slips 10 points to 7424 (0.14%) as Chinese PPI surges and iron ore falls on Dalian futures exchange. Miners were on the nose today with BHP down 2.7% and FMG off 2.1% as futures tumbled in Asia, S32 off 2.3% as base metals and lithium stocks also came under pressure, ORE down 4.7% and PLS off 3.8%. Even battery tech stocks slid with NVX down 14.1% and TLG off 8.6%. CHN kicked hard again up...

Breakfast Briefing - Wed 10 Nov 09.11.2021

ASX SPI Futures up 20 points. US markets ease back from record run. Iron ore slips slightly. Oil up and gold modestly higher. Chinese CPI and PPI due today. Why not sign up for a free trial ? Get access to expert insights and independent research and become a better investor.

End of Day Report - Tue 9 Nov 09.11.2021

The ASX 200 finishes down 18 points to 7434 as a promising start came unstuck. Banks again in focus as NAB reported and although a beat on a number of metrics, NIM and costs were of concern. The Big Bank Basket fell to $188.13 (1.2%) with NAB down 0.8%. Other financials followed suit with MQG slipping 0.5% and QBE off 2.3%. Elsewhere, industrials were sloppy with WOW down 0.7%, WES off 0.3% and TL...

Breakfast Briefing - Tue 9 Nov 08.11.2021

US markets hit fresh records again overnight and commodities all rallied. Catch up on all the action with Henry's Breakfast Briefing.  ASX SPI up 9 points.  US markets grind out more highs on infrastructure spending. Commodities higher. Gold up 0.6% Oil better by 0.8% NAB results beat expectations. 67c dividend. Why not sign up for a free trial ? Get access to expert insights and independent...

End of Day Report - Mon 8 Nov 08.11.2021

The ASX 200 falls 5 points to 7452 (-0.1%) with ANZ and MQG ex dividend. Banks firm with three out of four not bad, Meatloaf would be happy. The Big Bank Basket rose to $190.43. Insurers better but other financials drift lower. Industrials were mixed, bond sensitive stocks pushed ahead with TCL up 0.7% and SCG rising 2.9%. TLS fell 0.3% and REA down 3.0% with healthcare in ICU as CSL fell 0.8% and...

Breakfast Briefing - Mon 8 Nov 07.11.2021

US markets all hit fresh records on Friday night whilst over the weekend the US House of Reps passed a $1.2T infrastructure package which should provide a sentiment boost. Get up to speed with Henry’s Breakfast Briefing.  ASX 200 SPI up 22 Points. US Records continue to fall.  Jobs data better than expected.  Oil and gold up. Iron ore down 6% plus on Friday. SYD news scheme today. Siteminder (SDR)...

End of Day Report - Fri 5 Nov 05.11.2021

 The ASX 200 rises 29 points to 7457 in a solid across the board rally to end the week. US Jobs numbers beckon. 10-yields yield heading back down, now 1.77%. The rally was once again led by the banks with the Big Bank Basket up to $189.99 (0.4%) despite WBC going ex-dividend today too, down 2.8%. Other financials joined CBA in the winners’ circle with MQG up 0.2% and ASX up 2.4%.  Industrials firm...

Breakfast Briefing - Fri 5 Nov 04.11.2021

S&P up for a sixth session in a row and NASDAQ at another fresh record. SPI Futures up 20 points. Get up to speed with Henry's Breakfast Briefing.  ASX SPI Futures up 20 points. US markets better with more records. BoE keeps rates on hold. LNK sees offer from Carlyle. Oil slips on OPEC Plus. Gold up 1.7% Square falls 5% after results. Why not sign up for a free trial ? Get access to exper...

End of Day Report - Thu 4 Nov 04.11.2021

The ASX 200 rose 35 points to 7428 (0.48%) as it digested the Fed taper lite with banks leading the market higher. The Big Bank Basket rose to $189.12 1%. WBC still down and out with MQG showing how it’s done rising 1.3%. Insurers rose slightly too with QBE up 1.3% and IAG up 2.5%.  Industrials firm TLS up 0.8%, REA up 2.2% and WES up 0.7%. Miners were mixed, BHP up 0.3% but FMG down 1.4% and RIO...

Breakfast Briefing - Thu 4 Nov 03.11.2021

The Fed played it straight overnight, announcing tapering but not doing anything to upset the apple cart. US markets rallied from weakness prior to the announcement to close higher for a fourth consecutive session. Get up to speed with Henry's morning update.  ASX 200 SPI Futures up 37 US markets records across the board. Fed starts taper but still dovish. Iron ore up 3.3% Coal heads higher i...

End of Day Report - Wed 3 Nov 03.11.2021

The ASX 200 rallies 68 points to 7393 although well off its highs as some caution creeps in ahead of the FOMC meeting. Banks bounced back with WBC rising 0.1% after a 10% fall, CBA up 1.2% and MQG rising 1.9%. The Big Bank Basket rose to $187.20 or 1.5%. 10-year yields fell back post RBA attack to 1.82%, insurers were generally higher with QBE up 1.3%. Miners were good too led by BHP up 1.1% and F...

Breakfast Briefing - Wed 3 Nov 02.11.2021

US markets hit fresh records overnight and the SPI is pointing to a 71-point pop on the open. Get up to speed with Henry's morning update.  ASX SPI up 71 points. US markets hit records again on solid earnings reports. Iron ore sinks 6.6%. Oil unchanged. Gold down 0.4% and AUD up to 75.43c Why not sign up for a free trial ? Get access to expert insights and independent research and become a be...

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