ASX down 10 points on the open.Another quiet night. Market taking a cautious ‘wait and see’ approach to the tariff narrative.No change to Strategy.Dow Jones down 126 points. S&P 500 up 0.36%. Nasdaq up 0.51% in a late rally.Amazon results fresh of the press. Quarterly numbers meet expectations. Guidance misses. Stock down 3.5% after-hours.Bessent meets with Powell. He (i.e. Trump) wants bond yields lower (they didn’t move much overnight).US jobs numbers still to come tonight.Adding BSL to the Top Ideas Table. Potential tariff beneficiary.A busy week on the ASX coming up.Punching the air with NCK. Up 13% on results today.Iron ore stocks stirring. Need a catalyst to break their sideways trend.GMG and NXT bouncing. They're still buys.This is our daily podcast - exclusive for Marcus Today members. Everything you need to know about our Strategy Portfolio decisions and the stock market, every day. Make life simple. Subscribe to Marcus Today.

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