5 things to watch on the ASX 200 on Monday

Here's what to expect on the local market today.

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On Friday, the S&P/ASX 200 Index (ASX: XJO) was out of form and ended the week in the red. The benchmark index fell 0.5% to 8,666.9 points.

Will the market be able to build on this on Monday? Here are five things to watch:

ASX 200 expected to edge lower

The Australian share market looks set to edge lower on Monday despite a good finish to the week on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 5 points lower. In the United States, the Dow Jones was up 0.5%, the S&P 500 rose 0.4%, and the Nasdaq pushed 0.25% higher. Though, it is worth noting that these futures contracts don't account for the US and the EU signing a trade deal this weekend.

Oil prices fall

It could be a subdued start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices fell on Friday night. According to Bloomberg, the WTI crude oil price was down 1.3% to US$65.16 a barrel and the Brent crude oil price was down 1.1% to US$68.44 a barrel. Oil prices fell to a three-week low on US and China economic concerns.

Sell Lynas shares

The Lynas Rare Earths Ltd (ASX: LYC) share price is overvalued according to analysts at Bell Potter. This morning, the broker has retained its sell rating on the rare earths producer's shares with an improved price target of $7.65. It said: "Our target price increases to $7.65/sh (previously $6.05/sh), and we maintain our Sell recommendation. Whilst we like the business, asset, and team, we believe there is significant optimism priced into the stock, with investors using it as a hedge on USChina relations. LYC is well poised, if or when, the tides shift for NdPr, with sufficient installed capacity and leverage. EPS changes FY25 -4%, FY26 +44% FY27 +25%."

Gold price falls

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a poor start to the week after the gold price tumbled on Friday night. According to CNBC, the gold futures price was down 1.1% to US$3,392.5 an ounce. Traders were selling gold after the US dollar strengthened.

Boss Energy quarterly

The Boss Energy Ltd (ASX: BOE) share price will be on watch today when the uranium producer releases its quarterly update. Ahead of the release, Bell Potter said: "BOE are scheduled to release their 4QFY25 results on the 28th of July, with guidance of 850klbs met earlier in June (pre-released), focus will be on cost performance and the status of construction for IX columns 4-6. We prefer BOE in the uranium space given its leverage to underlying spot prices, and the potential upside on satellite deposits Jasons and Goulds Dam, which we see as being lower risk than peers."

Motley Fool contributor James Mickleboro has positions in Woodside Energy Group. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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