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OPINION
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ANALYSIS

Market Analysis

AAI.AX

-0.98%

29M.AX

4DX.AX

-1%

ABG.AX

AIS.AX

-2.08%

AGL.AX

0.72%

A1M.AX

-1.66%

AIZ.AX

ALK.AX

-0.28%

A4N.AX

-3.51%

ALQ.AX

-2.94%

AMC.AX

-0.8%

AOV.AX

0.9%

AMP.AX

-5.12%

AEL.AX

-1.4%

ALD.AX

0.97%

ANN.AX

-0.88%

ANZ.AX

-1.55%

APA.AX

1.04%

ARU.AX

-2.94%

ARB.AX

-2.69%

ARF.AX

1.7%

ARG.AX

-0.11%

ALL.AX

1.52%

AYA.AX

-1.81%

APZ.AX

-0.21%

ASX.AX

3.84%

ALX.AX

0.79%

AUB.AX

2.48%

AIA.AX

-0.3%

AXQ.AX

-4.3%

AMI.AX

AZJ.AX

-0.54%

AFI.AX

-1.16%

AUC.AX

-0.79%

ABB.AX

-0.24%

ASB.AX

-4.88%

AAC.AX

0.38%

ACL.AX

-0.71%

AUI.AX

0.76%

BOQ.AX

0.16%

BMN.AX

-7.63%

BAP.AX

-2.5%

BCI.AX

BPT.AX

2.99%

BGA.AX

-0.62%

BGL.AX

-1.33%

BEN.AX

0.1%

BNZ.AX

1.56%

BHP.AX

-2.02%

BKI.AX

-0.56%

BC8.AX

-0.69%

XYZ.AX

-0.57%

BSL.AX

-1.59%

BOE.AX

-4.43%

BXB.AX

-0.84%

BVS.AX

-0.32%

BRE.AX

-3.3%

BRG.AX

1.54%

BTR.AX

-0.77%

BGP.AX

BFL.AX

0.38%

BWP.AX

CMM.AX

-1.49%

CSC.AX

-1.61%

CAR.AX

1.04%

CIN.AX

-1.02%

CYL.AX

-1.44%

CAT.AX

CWP.AX

-0.65%

CNI.AX

-3.33%

CIP.AX

CGF.AX

0.2%

CIA.AX

-4.64%

CHI.AX

CLW.AX

0.31%

CHC.AX

-1.67%

CQR.AX

CQE.AX

1.33%

CNU.AX

0.9%

C79.AX

-1.69%

CVL.AX

-1.7%

CU6.AX

0.51%

CWY.AX

0.73%

CBO.AX

0.36%

COH.AX

-0.39%

CDA.AX

-1.34%

CGS.AX

0.59%

COL.AX

1.35%

CKF.AX

1.86%

CPU.AX

-0.05%

CEN.AX

-5.59%

CXO.AX

-7.02%

CCP.AX

0.07%

CMW.AX

-1.52%

CSL.AX

-0.29%

CCL.AX

-1.84%

CBA.AX

-1.5%

DBI.AX

-0.54%

DYL.AX

-7.05%

DRR.AX

0.25%

DVP.AX

-1.15%

DXI.AX

DXS.AX

0.18%

DDR.AX

-0.63%

DGT.AX

DJW.AX

-1.7%

DMP.AX

3.38%

DOW.AX

1.03%

DPM.AX

-3.45%

DRO.AX

-4.14%

DUR.AX

-3.13%

DNL.AX

APE.AX

-1.77%

EBO.AX

0.13%

ELD.AX

-1.26%

EOS.AX

-8.16%

ELV.AX

-4.04%

ELS.AX

-6.58%

EHL.AX

1.98%

EMR.AX

-1.22%

EDV.AX

1.68%

DTL.AX

-2.76%

EQR.AX

-1.47%

EQT.AX

-1.24%

EUR.AX

-7.23%

EVN.AX

-2.21%

EVT.AX

1.34%

FPH.AX

1.03%

FDC.AX

-0.51%

FCL.AX

FFM.AX

0.62%

FPR.AX

-0.42%

FBU.AX

-0.72%

FLT.AX

-1.55%

FML.AX

-0.28%

FRS.AX

1.64%

FMG.AX

-1.37%

FRW.AX

FGX.AX

1.15%

FGG.AX

-1.55%

GLF.AX

GDG.AX

-1.89%

GNE.AX

1.28%

GMD.AX

-0.56%

GNP.AX

-3.08%

GMG.AX

0.73%

GPT.AX

-0.44%

GQG.AX

-0.45%

GNG.AX

-3.33%

GNC.AX

-0.44%

GGP.AX

-1.28%

G6M.AX

-3.65%

GOZ.AX

-1.03%

GCI.AX

0.25%

GYG.AX

1.92%

GWA.AX

-1.49%

HSN.AX

1.52%

HVN.AX

-0.49%

HGH.AX

-1.01%

HM1.AX

-1.37%

HLI.AX

1.57%

HMC.AX

-0.66%

HDN.AX

-0.46%

HUB.AX

1.5%

IEL.AX

0.96%

IGO.AX

-5.2%

ILU.AX

-3.74%

IMD.AX

-3.18%

IMR.AX

-0.34%

IFT.AX

-2.64%

INA.AX

0.43%

ING.AX

1.46%

IAG.AX

2.16%

IDX.AX

-0.47%

IPG.AX

-1.12%

IPX.AX

-4.68%

IPH.AX

0.29%

IRE.AX

JHX.AX

-5.1%

JBH.AX

0.53%

JDO.AX

-2.76%

JMS.AX

1.92%

KAR.AX

2.93%

KLS.AX

-0.77%

KCN.AX

-0.63%

KKC.AX

-1.46%

GLS.AX

2.29%

L1G.AX

0.43%

LSF.AX

-1.1%

LGF.AX

-3.13%

LFS.AX

1.27%

LLC.AX

-2.33%

LFG.AX

-2.48%

360.AX

0.31%

LIC.AX

-1.85%

LNW.AX

0.6%

LIN.AX

3.33%

LTR.AX

-2.44%

LOV.AX

-9.15%

LYL.AX

-3.04%

LYC.AX

-5.34%

MA1.AX

MAF.AX

-2.76%

MGH.AX

-22.38%

MAH.AX

3.14%

MQG.AX

-0.8%

MAQ.AX

-1.33%

MAD.AX

-1.4%

MFG.AX

MMS.AX

0.16%

MPL.AX

0.44%

MP1.AX

-8.02%

MCY.AX

MEZ.AX

-0.23%

MSB.AX

-3.01%

MLX.AX

1.46%

MTS.AX

1.33%

MEI.AX

-4%

MXT.AX

-0.57%

MFF.AX

0.19%

MIN.AX

-4.39%

MI6.AX

2.45%

MIR.AX

-0.86%

MGR.AX

0.55%

MND.AX

-3.2%

MYS.AX

0.2%

NAN.AX

-3.45%

NAB.AX

-1.56%

NGI.AX

-2.59%

NWL.AX

0.71%

NEU.AX

0.65%

NHC.AX

-0.84%

NMG.AX

-3.08%

NEM.AX

-0.99%

NWS.AX

0.47%

NXG.AX

-5.27%

NXT.AX

0.49%

NHF.AX

0.93%

NCK.AX

-1.54%

NIC.AX

-2.56%

NEC.AX

-4.38%

NST.AX

-1.4%

NWH.AX

-4.01%

NUF.AX

-0.94%

NXL.AX

-2.83%

OCL.AX

-2.53%

OML.AX

-0.3%

OPH.AX

-0.85%

OBM.AX

-0.7%

ORI.AX

-1.93%

ORG.AX

1.73%

ORA.AX

-0.37%

PDN.AX

-6.34%

PNR.AX

-0.33%

PDI.AX

-2.83%

PPC.AX

0.32%

PPM.AX

-0.88%

PRN.AX

-1.79%

PPT.AX

0.65%

PCI.AX

-0.93%

PRU.AX

-0.64%

PXA.AX

PNI.AX

0.81%

PL8.AX

-0.36%

PLS.AX

-4.64%

PGF.AX

PNV.AX

2.79%

PMV.AX

-0.33%

PME.AX

-0.83%

PWH.AX

-1.04%

PYC.AX

2.43%

QAN.AX

-1.8%

QBE.AX

1.37%

QRI.AX

QAL.AX

-4.82%

RMS.AX

-0.8%

RHC.AX

-0.02%

REA.AX

-0.43%

RDX.AX

0.89%

REH.AX

0.06%

RF1.AX

-4.84%

RG1.AX

0.81%

RPL.AX

-0.89%

RGN.AX

0.46%

REG.AX

-0.46%

RRL.AX

-0.28%

RWC.AX

RMD.AX

2.04%

RSG.AX

SGLLV.AX

RIC.AX

-1.56%

RIO.AX

-2.86%

RXL.AX

-2.99%

RFF.AX

-1.04%

RYM.AX

-5.59%

SFR.AX

-1.43%

STO.AX

1.52%

SCG.AX

0.29%

SEK.AX

-0.33%

SHV.AX

-1.67%

SRV.AX

1.26%

SGH.AX

-0.95%

SHA.AX

-5.06%

SIG.AX

-0.76%

SLX.AX

-5.78%

SGM.AX

-0.99%

SDR.AX

-0.75%

SKS.AX

-10.1%

SKC.AX

1.89%

SIQ.AX

1.53%

SHL.AX

-0.69%

S32.AX

-0.8%

SX2.AX

-2.59%

SPK.AX

0.31%

SRG.AX

-3.27%

SSM.AX

-0.87%

SBM.AX

SMR.AX

SDF.AX

SXE.AX

-6.86%

SGP.AX

-0.24%

SKG.AX

0.47%

SNZ.AX

1.79%

SUN.AX

1.01%

SRL.AX

-3.5%

SUL.AX

0.6%

SLC.AX

0.81%

SNL.AX

-0.11%

SYL.AX

-3.46%

TAH.AX

-0.57%

TEA.AX

-6.83%

TNE.AX

-0.72%

TLX.AX

-0.13%

TLS.AX

1.25%

A2M.AX

1.71%

TLC.AX

3.77%

SGR.AX

TWR.AX

0.3%

TPG.AX

1.57%

TCL.AX

-0.08%

TWE.AX

0.54%

TUA.AX

-0.3%

TCG.AX

TRA.AX

UNI.AX

0.9%

VAU.AX

-1.34%

VNT.AX

-1.15%

VCX.AX

-0.43%

VGN.AX

-1.78%

VMM.AX

-4.21%

VGL.AX

-0.43%

VEA.AX

1.27%

VUL.AX

-6.15%

VSL.AX

-1.96%

WA1.AX

-1.42%

WGN.AX

-1.08%

WGB.AX

-2.46%

WLE.AX

-0.39%

WAM.AX

-5.91%

SOL.AX

-0.26%

WPR.AX

WQG.AX

-0.98%

WEB.AX

-2.63%

WBT.AX

-11.52%

WES.AX

-0.34%

WAF.AX

-0.28%

WGX.AX

-2.48%

WBC.AX

-1.55%

WHF.AX

-0.43%

WHC.AX

-0.65%

WIA.AX

-2.13%

WTC.AX

0.53%

WDS.AX

2.57%

WOW.AX

1.65%

WOR.AX

-1.47%

XRO.AX

3.01%

YAL.AX

-0.85%

ZIM.AX

-0.42%

ZIP.AX

-1.89%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	144.60	-1.12	-0.77
SSO ASX Small Caps	14.11	-0.16	-1.12
IVV S&P 500	74.53	-0.08	-0.11
NDQ Nasdaq	65.12	-0.02	-0.03
F100 FTSE 100	14.87	-0.1	-0.67
ASIA Asia Tech	21.29	-0.28	-1.3
IEU Europe	94.62	-0.52	-0.55
IEM Emerging Markets	97.27	-0.82	-0.84
Gold Gold	54.29	0.13	0.24
ACDC Battery Tech	119.36	-2.15	-1.77

COMMODITIES	Close($)	-/+	%
Gold	4,117.14	6.5905	0.16
Silver	58.74	-1.4038	-2.33
Platinum	1,645.82	15.001	0.92
Palladium	1,133.50	8.8767	0.79
Ice Brent Crude	101.20	0.62	0.62
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6947	-0.0013	-0.19
Euro	1.1184	-0.0011	-0.1
British Pound	1.3200	-0.001	-0.08
Canadian Dollar	1.4254	0	0
New Zealand Dollar	0.5588	-0.0009	-0.16
Chinese Yuan	6.7021	-0.0024	-0.04
Japanese Yen	158.2300	0.18	0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.89	-1.66%	112.94%	0.41 0.94
BGL	Bellevue Gold Limited	1.49	-1.33%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	61.19	-2.02%	48.83%	40.18 68.77
FMG	Fortescue Ltd	15.79	-1.37%	-16.83%	15.34 23.38
NHC	New Hope Corporation Ltd	5.89	-0.84%	51.92%	3.77 6.61
WHC	Whitehaven Coal Limited	7.60	-0.65%	17.33%	6.33 9.90
NEM	Newmont Cdi	163.29	-0.99%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.77	-5.27%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.11	-1.43%	43.23%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
QRI	Qual Re If Ord U	1.47	5
ASX	Asx	60.59	3.84
TLC	The Lottery Corp	4.96	3.77
DMP	Domino's Pizza E	22.00	3.38
LIN	Lindian Rsc Fpo	0.47	3.33
MAH	Macmahon Holding	1.15	3.14
XRO	Xero Fpo	57.79	3.01
BPT	Beach Fpo	0.86	2.99
KAR	Karoon Energy	1.58	2.93
PNV	Polynovo	0.92	2.79

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
MGH	Maas Group Holdi	4.96	-22.38
WBT	Weebit Nano	3.15	-11.52
SKS	Sks Technologies	8.81	-10.1
LOV	Lovisa Holdings	22.44	-9.15
EOS	Electro Optic Sy	10.58	-8.16
MP1	Megaport	19.38	-8.02
BMN	Bannerman Energy	3.39	-7.63
EUR	European Lithium	0.39	-7.23
DYL	Deep Yellow	1.06	-7.05
CXO	Core Lithium	0.27	-7.02

OPINION

Latest Market Matters Opinions

08/10/2026 16:48

What Mattered Today

The ASX was hit by another bout of selling on Thursday as surging global bond yields and weakness across the resources sector weighed on the market. Today's session was less about broad-based capitulation and more about defensive rotation.

08/10/2026 16:29

Broker Moves

• Orica Cut to Accumulate at Morgans Financial Limited; PT A$26.52 • Woodside Energy Raised to Neutral at Barrenjoey; PT A$29.25 • ASX Raised to Accumulate at CLSA; PT A$63 • QBE Insurance Raised to Buy at Citi; PT A$26.70 • Lottery Corp. Raised to Outperform at RBC; PT A$5.70 • Arena REIT Raised to Buy at Jefferies; PT A$2.65

ACTION

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Market Matters Content

What Matters Today: Reviewing the 5 new entrants to the ASX 200

Morning report 08/10/2026

Afternoon Report

The Match Out: Rising bond yields drag ASX lower, Maas Group (MGH) whacked on weak Firmus IPO demand

Afternoon report 08/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 03/10/2026

The Metrics saga

Hi How much reputational damage do you think Metrics and their listed entities will suffer because of the ongoing saga with getting their accounts signed off by their auditors? The shares are still suspended as I write this after the close on Thursday and it doesn't look like they're any closer to a resolution of the problem. Do you expect that the shares will be hammered when they are allowed to trade again or is most of the bad news already accounted for in the share price? Cheers, Carl

Ask James

Question asked 03/10/2026

Northern Star (ASX: NST) and Gold Fields (GFI US)

Morning Gents, It's only Monday, so things may have changed. So, Gold Fields successfully took Gold Road Resources very recently and now they've made what I imagine to be just an opening bid for Northern Star. Do you think they'll pursue this and would it potentially be a good deal for NST shareholders?

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Why has the ASX LTD (ASX:ASX) popped ~4%?

The ASXLTD (ASX) is trading up well over 3% today helped by an upgrade by CLSA with Price Target of $63.

ASX: ASX 07/10/2026

Why is Paladin Energy (ASX: PDN) up more than 4%?

Paladin (PDN) along with the ASX uranium sector is soaring today as after Google’s parent Alphabet agreed to buy nuclear power from Constellation Energy in a deal that will spur the addition of 890 megawatts of new reactor capacity.

ASX: PDN 07/10/2026

Morning Report