Marcus Today Members Podcast – Friday 3rd February

The ASX 200 is up 29 points (+0.4%) at 7540 points with Healthcare jumping up 2.3%. Sectors are mixed with Resources, Metals and Gold all lagging behind. Gold Sector reversing yesterday's gains as the USD strengthens, down 2.5%. Tech sector continuing to bounce back, the All-Tech Index up 0.8% today and down 0.14% for the week. Uncertain demand from China pushing Resources and Materials down 1.1% and 1.2%. Some sector rotation too. Banks continuing to rally, The Big Bank Basket up 0.8% at $191.46. CBA continuing to push an all-time high at $110.38. Janus Henderson (JHG) up 13.2% as they report a 5% increase in AUM. Pinnacle Asset Management (PNI) up 10.8% on broker updates following Wednesday’s announcement. PushPay Holdings (PPH) in a trading halt as details of acquisition before court and shareholders. Australian reporting season kicks off next week - Diary here. Dow Futures are down 34 points, and NASDAQ Futures are down 171 points.

Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.