5 things to watch on the ASX 200 on Tuesday

It looks set to be a tough session for Aussie investors.

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On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a solid gain. The benchmark index rose 0.35% to 8,697.7 points.

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

ASX 200 expected to fall

The Australian share market looks set to give back yesterday's gains on Tuesday despite a reasonably positive start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is poised to open the day 61 points or 0.7% lower. In the United States, the Dow Jones was down 0.15%, the S&P 500 rose slightly, and the Nasdaq pushed 0.3% higher.

Hold Fortescue shares

Fortescue Ltd (ASX: FMG) shares are a hold according to Bell Potter. In response to its quarterly update, the broker has retained its hold rating with an improved price target of $17.40 (from $15.87). It said: "FMG's core iron ore operations have outperformed on costs and could sustain EBITDA margins into FY26. However, we still forecast a lower iron ore price and declining earnings and dividends – though declining less than previously forecast due to the reduced energy division expenditure. We retain our Hold recommendation on a 10% higher Target Price of $17.40/sh."

Oil prices rise

It could be a good session for ASX 200 energy shares Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices charged higher overnight. According to Bloomberg, the WTI crude oil price is up 2.9% to US$67.05 a barrel and the Brent crude oil price is up 2.9% to US$70.39 a barrel. Traders were buying oil after the US and EU signed a trade deal.

Liontown update

Liontown Resources Ltd (ASX: LTR) shares will be on watch on Tuesday when the lithium miner releases its fourth quarter update. The team at Macquarie Group Ltd (ASX: MQG) is expecting production to come in ahead of expectations at 102kt for the three months. It said: "Our 4QFY25 production estimates are 3% above VA consensus at 102kt, with 2HFY25 total output at the lower end of 170-185kt guidance. Balancing production growth with capital investment is a key focus in the current low lithium price environment, in our view."

Gold price falls

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a subdued session after the gold price tumbled overnight. According to CNBC, the gold futures price is down 0.55% to US$3,316.9 an ounce. This was driven by reduced demand for safe haven assets after the US and EU signed a trade deal.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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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