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S&P/ASX 200 set to jump 1.6%, time to buy?

The S&P/ASX 200 (INDEXASX: XJO) and All Ordinaries (ASX: XAO) reversed two straight weeks of losses, posting a 0.8 per cent gain on Friday, taking the S&P/ASX200 to a weekly gain of 1.6 per cent. The ASX 200 is expected to open firmly higher Monday morning, according to ASX 200 futures contracts in Sydney.

Unloved sectors buoy ASX 200

The chart below shows the performance of an ETF which tracks the ASX 200, SPDR ASX 200 ETF (ASX: STW). Get our free report on STW by clicking here.

The ASX 200 rally was powered by the unloved sectors in technology, property and retail, which were up 6, 2.5 and 2.2 per cent respectively as lower bond yields offered a reprieve to the market.

As has been the case all week, the only sectors that have not yet priced in the growing risk of an interest rate-led recession, being energy and materials, are now feeling the pain, with the sectors down 1.5 and 0.1 per cent on Friday.

Copper hit a 16-month low despite its important role in battery production, while oil officially entered a correction.

Qantas Airways Ltd (ASX: QAN) fell 1.6 per cent after announcing it had managed to pay back $1.5 billion in debt while flagging an intention to cut capacity in 2023 in response to higher oil prices.

Vulcan Energy (ASX: VUL) was the standout, finishing 26.8 per cent higher on Friday, after revealing massive vehicle manufacturer Stellantis had become the second-largest shareholder in the company.

Across the week, the trend was the same with technology and property adding 8.1 and 7.1 per cent respectively, as Block CDI (ASX: SQ2) gained 21.6 per cent and REA Group Ltd (ASX: REA) rose 19.9 per cent. The detractors were Lake Resources Ltd (ASX:LKR) and St Barbara Ltd (ASX: SBM), which fell 48 and 29 per cent respectively.

Global markets finish on strong note, FedEx upgrades, cruise lines gain

Global markets finished the week on an incredibly strong note, with the Dow Jones gaining more than 800 points to finish 2.7 per cent stronger on Friday.

The Nasdaq posted the strongest gain, up 3.3 per cent, with the S&P500 gaining 3.1 per cent as traders began considering the implications of recent rate hikes and pricing in multiple outcomes. Among the most likely outcomes is a recession, triggered by demand destruction, which would likely benefit growth companies if it is accompanied by lower interest rates.

This realisation saw the bond yield fall during the week, benefiting tech and growth stocks but pushing the energy and materials sectors lower. Inflation expectations have continued to fall and new home sales were unexpectedly strong.

The chart above shows the performance of an ETF which tracks the USA’s NASDAQ 100 index, BetaShares Nasdaq 100 ETF (ASX: NDQ). Get our free report on NDQ by clicking here.

In company-specific news, FedEx (NYSE: FDX) stock gained more than 7 per cent after reporting an 8 per cent jump in revenue and profit ahead of expectations, suggesting the sale of goods could remain resilient. Carnival Cruise Lines (NYSE: CCL) also brought the whole sector along with it, gaining 12 per cent after reporting second-quarter revenue that was 50 per cent ahead of the first quarter on the back of a jump in occupancy from 54 to 69 per cent.

Worth noting is that last week, US markets gained the most since May 2020, with the Dow up 5.4 per cent over the 5 days, the S&P500 6.5 and the Nasdaq 7.5 per cent. This bodes well for Australia’s ASX 200.

Top sectors hit by recession risk, bond yields fall, coal royalties

This is one of the most important facts to understand when investing in the share and bond markets so it bears repeating:

The market is forward-looking.

That is, the daily activity and short-term trends in the market are essentially explained by investors seeking to prepare for the future they expect.

This couldn’t have been more evident this past week, as the recession talk reached a crescendo, yet most markets, like the ASX 200, managed to deliver strong gains.

The selloff in most global markets has reached close to 20 per cent, or more than 50 per cent in high-growth stocks, with investors clearly positioning for high-interest rates and inflation for the foreseeable future. However, the threat of recession this week saw sectors that you would expect to underperform, say retailers and property, deliver the strongest returns, primarily because the market had already priced in this risk.

The laggards in recent weeks have been the most popular sectors among professional investors for the ‘inflation hedge’, being commodities and energy. Having performed strongly when everything else fell, it was their turn to feel the heat. Talk of another commodity supercycle was brought back to reality with the copper price hitting a 16-month low and the oil price falling more than 10 per cent in a few short weeks.

The biggest surprise this week was likely news that the Queensland Government was adding an additional royalty payment for the extraction of coal where it is sold, at today’s inflated prices. This hit many businesses quite hard and likely reflects the short-termism that remains in government policy.

The ASX 200 is likely to end higher Monday, according to the ASX 200 futures in Sydney.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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