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ANALYSIS

Market Analysis

29M.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.27	0	0
SSO ASX Small Caps	14.62	0	0
IVV S&P 500	71.59	0	0
NDQ Nasdaq	60.33	0	0
F100 FTSE 100	15.21	0	0
ASIA Asia Tech	20.35	0	0
IEU Europe	96.34	0	0
IEM Emerging Markets	94.85	0	0
Gold Gold	56.25	0	0
ACDC Battery Tech	120.17	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,376.91	36.8202	0.85
Silver	66.23	1.0401	1.6
Platinum	1,800.13	31.1049	1.76
Palladium	1,302.20	10.95	0.85
Ice Brent Crude	103.37	-1.45	-1.38
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7102	-0.0015	-0.21
Euro	1.1481	-0.0002	-0.02
British Pound	1.3383	-0.001	-0.07
Canadian Dollar	1.3985	-0.0002	-0.01
New Zealand Dollar	0.5722	0.0001	0.02
Chinese Yuan	6.6975	-0.0099	-0.15
Japanese Yen	156.8300	-0.02	-0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	0%	122.22%	0.36 0.89
BGL	Bellevue Gold Limited	1.62	0%	0.00%	1.03 2.00
BHP	Bhp Group Ltd	61.05	0%	52.74%	39.57 68.77
FMG	Fortescue Ltd	16.73	0%	-10.77%	16.14 23.38
NHC	New Hope Corporation Ltd	6.38	0%	51.54%	3.77 6.61
WHC	Whitehaven Coal Limited	7.93	0%	18.89%	6.33 9.90
NEM	Newmont Cdi	175.87	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.39	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.98	0%	78.41%	12.40 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.37
4DX	4dmedical	4.31
ABG	Abacus Group Unt	0.84
AIS	Aeris Resources	0.49
AGL	Agl Energy	8.45
A1M	Aic Mines	0.80
AIZ	Air New Zealand	0.32
AAI	Alcoa Corpor Cdi	66.00
ALK	Alkane Resources	1.97
A4N	Alpha Hpa	0.56

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.18
ZIM	Zimplats Holding	15.61
YAL	Yancoal Australi	5.82
XRO	Xero	62.78
WOR	Worley	9.82
WOW	Woolworths Group	38.23
WDS	Woodside Energy	32.42
WTC	Wisetech Global	32.06
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.93

OPINION

Latest Market Matters Opinions

19/09/2026 09:06

First Up

The ASX 200 slipped 0.1% last week, its 3rd consecutive weekly decline, but a welcome relief from the aggressive selling earlier in the month. With the Fed rate hike behind us, attention switched to the RBA on the 29th as rising bond yields continue to weigh on risk assets. We anticipate further weakness in the coming week (s), but the index is slowly gaining an air of a market “looking for a low.”

18/09/2026 16:46

What Mattered Today

The ASX finished modestly lower, giving back a +40pt early gain as the market digested hawkish commentary from the RBA as Michele Bullock addressed parliament today. Governor Bullock indicated the Board will consider whether the three rate increases already delivered this year are sufficient to return inflation to target, pushing market pricing for a September hike to around 95%.

ACTION

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Market Matters Content

ETF Friday: If Banks have bottomed, should we buy the stocks or Bank ETFs?

Morning report 18/09/2026

Afternoon Report

The Match Out: ASX stumbles as RBA’s Bullock signals more tightening, Maas Group clears FIRB

Afternoon report 18/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 19/09/2026

Potential RBA rate hikes and any effects on Gryphon Capital (ASX: GCI)

Hi, Let’s assume that the RBA raise interest rates at least once more, possibly twice, by the end of the year. The Big 4 banks are also reporting a fall in mortgage applications and I assume that other lenders are finding the same thing. Given that GCI invest a significant amount of capital in RMBS, do you think these two factors will affect their investments and returns? Will there be enough issuances for them to invest in? Their recent wholesale capital raising ($86.25m) was fully subscribed and they will be offering a purchase plan for retail investors in the next few months, which would suggest they’re confident that they can still find offerings to invest in. Could they be forced to look at lower-grade debt to soak up the extra capital they’ve received? Cheers, Carl

Ask James

Question asked 19/09/2026

Suncorp (ASX: SUN) and CSL Ltd (ASX: CSL)

Hi James and Team Can I have your current view on SUN & CSL. What target price do you see for both in the next few months? Reports in late August 2026 indicated that Japanese insurer Tokio Marine views Suncorp Group as a potential takeover target. Is this still in play? Higher interest rates benefit insurers. Do you expect this will support the share price of all insurers? Also, on the 16/9 SUN lost over 3% (62c) -was there a particular reason for this? regards Debbie

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