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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.63	0	0
SSO ASX Small Caps	14.38	0	0
IVV S&P 500	70.98	0	0
NDQ Nasdaq	59.23	0	0
F100 FTSE 100	15.16	0	0
ASIA Asia Tech	19.91	0	0
IEU Europe	96.02	0	0
IEM Emerging Markets	93.57	0	0
Gold Gold	55.47	0	0
ACDC Battery Tech	120.00	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,262.09	-30.6	-0.71
Silver	62.96	-0.6884	-1.08
Platinum	1,751.75	-24.0745	-1.36
Palladium	1,269.29	-20.4601	-1.59
Ice Brent Crude	108.48	2.8	2.65
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7084	-0.0002	-0.03
Euro	1.1459	-0.0003	-0.03
British Pound	1.3377	-0.0004	-0.03
Canadian Dollar	1.3990	0.0002	0.01
New Zealand Dollar	0.5721	0.0009	0.16
Chinese Yuan	6.7060	-0.0052	-0.08
Japanese Yen	156.2000	-0.03	-0.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.77	0%	134.85%	0.34 0.89
BGL	Bellevue Gold Limited	1.58	0%	59.47%	0.98 2.00
BHP	Bhp Group Ltd	60.20	0%	46.01%	39.30 68.77
FMG	Fortescue Ltd	16.54	0%	-14.23%	16.14 23.38
NHC	New Hope Corporation Ltd	6.49	0%	48.39%	3.77 6.61
WHC	Whitehaven Coal Limited	8.28	0%	33.92%	6.33 9.90
NEM	Newmont Cdi	174.63	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.45	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.26	0%	65.81%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.35
4DX	4dmedical	3.54
ABG	Abacus Group Unt	0.83
AIS	Aeris Resources	0.47
AGL	Agl Energy	8.33
A1M	Aic Mines	0.77
AIZ	Air New Zealand	0.30
AAI	Alcoa Corpor Cdi	65.76
ALK	Alkane Resources	1.92
A4N	Alpha Hpa	0.51

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.21
ZIM	Zimplats Holding	15.30
YAL	Yancoal Australi	6.13
XRO	Xero	66.34
WOR	Worley	9.75
WOW	Woolworths Group	38.57
WDS	Woodside Energy	33.27
WTC	Wisetech Global	32.27
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	8.28

OPINION

Latest Market Matters Opinions

16/09/2026 17:12

What Mattered Today

The ASX finished modestly higher today in a mixed session with energy the clear standout as elevated oil prices continued to support the sector, while parts of the broader resources complex attempted to stabilise after recent heavy selling. Banks and consumer staples struggled as a rotation out of ‘defensive’ areas of the market took place, though we’ll need to see a continuation of this through multiple sessions before we call a meaningful change in sentiment. Bond yields remain elevated on the back of higher oil prices, continuing to dominate sentiment, with the Federal Reserve meeting to decide the US cash rate tonight, +0.25% hike to 3.75% now almost fully priced into credit markets.

16/09/2026 17:03

Broker Moves

• PVT AU Rated New Speculative Buy at Morgans Financial Limited • Joyce Rated New Buy at Blue Ocean; PT A$8 • Ramsay Health Raised to Outperform at RBC; PT A$68 • F&P Healthcare Raised to Outperform at RBC; PT NZ$52 • CSL Raised to Outperform at RBC; PT A$213 • Nanosonics Raised to Outperform at RBC; PT A$3.75 • CSL Raised to Overweight at Barrenjoey; PT A$180 • Lovisa Raised to Buy at Bell Potter; PT A$27

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Market Matters Content

Portfolio Positioning: September is delivering both weakness & opportunity

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Afternoon Report

The Match Out: ASX inches up ahead of tonight’s Fed call, Brookfield confirms RWC takeover

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Ask James ASK A QUESTION

Ask James

Question asked 12/09/2026

Bond yields and resources

Hi MM, Thanks for the great work. Sorry a few questions here. 1. On the macro, do you have a view as to where US bond yields might top out and also oil prices? 2. On copper exposure, thoughts on BHP vs RIO? And also on FFM as a Cu play. Thanks! Young

Ask James

Question asked 12/09/2026

GQG Partners (ASX: GQG)

Thoughts on GQG after lower FUM? Is this pricing overdone?

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