The local market pulled back from record highs today, dragged lower by weakness in commodities, gold, REITs, consumer staples and telcos.

Banks were one of the few shining lights, helped in part by a steeper yield curve following the Fed meeting overnight and a bumper local jobs report. Tech put in a resilient performance with the BNPL names enjoying strong gains. Felicity Emmett of ANZ and Phil O'Donaghoe of Deutsche Bank shared their expert analysis of today's jobs data with Annette and Scutty on the big picture. Our top three VODs today are:

Finding value in defensives; Bogdan's Thursday stock picks

The price is right; your hunt for dividends ends here

NorthmanTrader: the outlook is bleak, but never short tech

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