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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

ABG.AX

ASK.AX

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AGL.AX

AIZ.AX

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ALK.AX

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AUC.AX

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BHP.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.03	0	0
SSO ASX Small Caps	15.89	0	0
IVV S&P 500	66.52	0	0
NDQ Nasdaq	55.94	0	0
F100 FTSE 100	14.69	0	0
ASIA Asia Tech	17.68	0	0
IEU Europe	98.23	0	0
IEM Emerging Markets	89.30	0	0
Gold Gold	58.74	0	0
ACDC Battery Tech	170.42	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,541.75	-52.76	-1.15
Silver	71.48	-1.598	-2.19
Platinum	1,879.31	-60.7699	-3.13
Palladium	1,457.09	-2.8103	-0.19
Ice Brent Crude	111.22	2.99	2.76
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7116	0	0
Euro	1.1674	-0.0003	-0.03
British Pound	1.3476	0.0003	0.02
Canadian Dollar	1.3684	0	0
New Zealand Dollar	0.5833	0.0004	0.07
Chinese Yuan	6.8375	0.0001	0
Japanese Yen	160.3000	-0.09	-0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	0%	70.42%	0.30 0.75
BGL	Bellevue Gold Ltd	1.60	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	54.95	0%	47.19%	35.52 59.39
FMG	Fortescue Ltd	20.22	0%	29.99%	14.31 23.38
NHC	New Hope Corporation Ltd	5.43	0%	42.66%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.23	0%	64.95%	4.86 9.90
NEM	Newmont Cdi	153.58	0%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.71	0%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.70	0%	70.09%	9.74 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	4.24
ABG	Abacus Group Unt	1.02
ASK	Abacus Storage K	1.41
A1G	African Gold Ltd	1.04
AGL	Agl Energy	9.48
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	89.72
ALK	Alkane Resources	1.55
A4N	Alpha Hpa	0.66
ALQ	Als	21.13

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.43
ZIM	Zimplats Holding	17.61
YAL	Yancoal Australi	7.50
XRO	Xero	79.30
WOR	Worley	11.71
WOW	Woolworths Group	37.29
WDS	Woodside Energy	33.05
WTC	Wisetech Global	41.31
WTN	Winton Land	2.27
WC8	Wildcat Resource	0.54

OPINION

Latest Market Matters Opinions

29/04/2026 17:17

Broker Moves

29/04/2026 17:17

Inflation hotter, but slightly better than expected

ACTION

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Market Matters Content

Portfolio Positioning: ASX Faces Four Major Headwinds Beyond the Iran Conflict

Morning report 29/04/2026

Afternoon Report

The Match Out: ASX drifts lower as CPI comes in better than expected

Afternoon report 29/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 24/04/2026

Money markets – do you see a pullback in US markets coming

The US share market has been fascinating lately with all the bad news on Iran and the strait of homuz the market S&P500 and Nasdaq are at all-time highs. S&P 500 PE’s Trailing PE 25x Forward PE 20-21x earnings Historic average 15x – 20x modern era average So on a value perspective you would not think the market is overly expensive compared to where it was earlier in the year. Earnings are expected to be good this quarter with talk of multiple expansion occurring this year, I guess my question to MM is do you see a pullback coming or do you see the US markets continuing higher in 2026 with a few speedbumps on the way? thanks Andrew

Ask James

Question asked 24/04/2026

Banks

advocating "buying weakness" Hi Team, With banks under the spotlight and prices dropping if you had no exposure and with Dividends and reporting in May. Would you buy the banks for dividends? What do you expect each bank ANZ, NAB WBC to be paying? Cheers Craig

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