End of Day Report – Tuesday 4 August: ASX 200 soars 127 pts to Five Month High - Banks shine - Gold better - Industrials and Healthcare ahead - Tech Roars

The ASX 200 climbed to a five-month high, rising 127 points to 9,146 (1.4%), as the banking sector took off once again. CBA rose 1.6% and NAB gained 3.0%, with the Big Bank Basket climbing to $300.56 (+1.4%). MQG added 3.1%, while other financials also performed well, with ASX up 2.0% and IFT rising 1.3%.Industrials also enjoyed a strong session, with SGH up 2.5% and BXB gaining 1.9%. The healthcare sector was particularly buoyant, led by CSL, which rose 3.6%. REITs were also solid, with CHC up 2.2% and SGP adding 1.4%.Technology stocks continued to build on recent gains, with XRO up 3.5% and WTC rising 3.1%. Even the data centre sector joined the rally, with NXT up 4.2%.Resources were firmer across the board. LYC rose 6.6%, while the lithium sector also enjoyed a better day, with PLS up 4.9% and MIN gaining 2.8%. The iron ore majors edged higher despite softer iron ore prices in Singapore trading, while gold miners also had a good session, with NST up 2.1% and NEM rising 2.1%. Iron ore minres were better mostly, FMG up 1.6% and RIO up 1.7%.We also saw buying in the copper sector, with CSC up 3.5% and SFR gaining 3.9%. Oil and gas stocks moved higher, led by WDS, up 1.4%, while uranium and coal stocks were also firmer.In corporate news, we got a taste of what reporting season has in store, with CCP missing expectations and falling heavily, down 7.0%. MGH enjoyed a strong session after announcing a major contract with Firmus, rising 8.1%. We also saw solid gains in DRO following a substantial shareholder notice.On the local economic front, household spending surged ahead of expectations in June, helped by strong EV sales.Asian markets were mixed, with the Nikkei 225 down 0.1%, Hong Kong down 0.8%, China up 1.3%, and Korea off 0.35%. US futures were firmer, with the Dow up 118 points and the Nasdaq up 147 points. European markets are set to open around 0.4% higher. Marcus Today – Daily Market InsightsMarcus 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-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – 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-podcastPrinciples – 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.