End of Day Report – Monday 26 October: ASX 200 recovers 15 - Resources back in favour - Banks drift lower - CGF knocks back Japanese.

The ASX 200 fought back from early losses to close up 15points at 8,810 (0.2%) Banks, which were the source of weakness early, rallied, with CBA down 0.5% and the other three down around 0.7%. Insurers eased, with QBE down 1.2% and IAG down 0.3%. In other financials, CGF knocked back the bid from the Japanese, falling 0.6%. REITs were better, led by GMG up 2.6% and VCX up 1.7%. Elsewhere, safe havens came under a little pressure, with WOW down 2.1% and COL down 1.5%, together with TLS. Retail stocks were mixed, with JBH up 0.2%, but WES down 1.6%. Healthcare stocks were generally better, with the exception of CSL down 0.8% and COH down 3.4% on its AGM news. Tech stocks were brighter today, with WTC up 1.5% and XRO up 1.2%. The All Tech index rose 0.6% today. NXT fell slightly after it announced its chair would be retiring and Craig Scroggie would forego any bonuses next year. MP1 also rallied a little, too. Resources were a happier place after the pasting of the last few days. BHP rallied 1.0%, as did FMG, up 2.2%. The lithium space had a strong recovery, with PLS soaring 8.4% and LTR also doing well, with LYC up 5.2% too. Gold miners bounced hard, led by GGP up 7.0% and RRL up 4.5%. In the oil and gas space, WDS rose 0.7%, and STO rose 1.3%, and uranium stocks also firmed today. In corporate news today, COH reaffirmed guidance. We had an update from MYX. CGF rejected the Dai-ichi Life takeover. WOR teamed up with Samsung E&A to build major infrastructure projects in the US. APE also having a good day after a deal to buy the remaining 20% of its BYD EV JV. Nothing on the economic front as we await the inflation data later this week. Asian markets: Japan down 0.4%, HK up 0.4% and China down 0.5%.  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 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.