End of Day Report – Monday 12 October: ASX 200 up 67 - Banks and miners rally - REITs slip - Healthcare pushes higher

The ASX 200 Jumped 67 points to close at 8,783 (0.8%), slightly off the day's highs but a solid performance nonetheless. A recovery in the banking sector helping push things along, with **CBA** up 1.2%, **NAB** up 2.3%, and **MQG** also having a good day, up 2.1%. Insurers were generally positive, and other financials also in the green. Elsewhere, **REITs** fell, with **GMG** down 1.9% and **SCG** also falling 1.2%. **SGP** fell on a broker downgrade. In the industrials, generally weaker across the board, with retail under a little pressure. **JBH** down 0.5% and **APE** down 1.4%. With **TLS** continuing to stumble after the SpaceX Spectrum deal last week, both **WOW** and **REA** slipped too. Tech stocks again showing some signs of life, although the sector was well off its intraday highs as well. **XRO** up 2.8% on a broker upgrade, and **WTC** also doing okay, although **NXT** continues to stumble, with **MP1** up 4.8%. Resources were a little mixed, with the iron ore majors doing well, led by **BHP** up 2.5% on copper prices pushing higher in Asia. Gold miners had a good day, with **NST** up 2.5% and **GMD** up 0.7%, but lithium stocks remained depressed, **PLS** down 3.7%, and rare earth stocks also falling, **LYC** down 3.1%. Not much happening in **WDS** or **STO** today, and uranium stocks continue to struggle somewhat. In corporate news, **MGH** continues to slide on the Firmus fiasco last week. **TWE** announced it had sold the Rosemount brands back to the Oatley family. Nothing significant today on the economic front. 10-year yields ease to 5.32%. US Futures showing solid gains. Bond markets closed for Colombus Day. **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.