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ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.24	0	0
SSO ASX Small Caps	14.30	0	0
IVV S&P 500	71.08	0	0
NDQ Nasdaq	59.34	0	0
F100 FTSE 100	15.13	0	0
ASIA Asia Tech	19.77	0	0
IEU Europe	95.85	0	0
IEM Emerging Markets	93.37	0	0
Gold Gold	55.04	0	0
ACDC Battery Tech	119.47	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,292.41	-5.48	-0.13
Silver	63.58	0.351	0.56
Platinum	1,776.15	16.7199	0.95
Palladium	1,298.65	5.5771	0.43
Ice Brent Crude	106.48	1.87	1.79
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7128	-0.0009	-0.13
Euro	1.1539	-0.0008	-0.07
British Pound	1.3472	-0.0023	-0.17
Canadian Dollar	1.3919	0.0021	0.15
New Zealand Dollar	0.5756	-0.002	-0.35
Chinese Yuan	6.7112	0.003	0.04
Japanese Yen	155.0900	0.8	0.52

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.78	0%	134.33%	0.33 0.89
BGL	Bellevue Gold Limited	1.52	0%	0.00%	0.98 2.00
BHP	Bhp Group Ltd	59.25	0%	48.47%	39.30 68.77
FMG	Fortescue Ltd	16.22	0%	-12.07%	16.21 23.38
NHC	New Hope Corporation Ltd	6.47	0%	45.37%	3.77 6.61
WHC	Whitehaven Coal Limited	8.33	0%	38.03%	6.33 9.90
NEM	Newmont Cdi	170.69	0%	0.00%	117.17 190.91
NXG	Nexgen Ene Cdi	13.30	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	20.66	0%	68.16%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.34
4DX	4dmedical	3.74
ABG	Abacus Group Unt	0.81
AIS	Aeris Resources	0.46
AGL	Agl Energy	8.38
A1M	Aic Mines	0.78
AIZ	Air New Zealand	0.30
AAI	Alcoa Corpor Cdi	66.04
ALK	Alkane Resources	1.83
A4N	Alpha Hpa	0.51

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.15
ZIM	Zimplats Holding	15.41
YAL	Yancoal Australi	6.16
XRO	Xero	67.44
WOR	Worley	9.68
WOW	Woolworths Group	38.98
WDS	Woodside Energy	32.35
WTC	Wisetech Global	33.05
WIA	Wia Gold	0.45
WHC	Whitehaven Coal	8.33

OPINION

Latest Market Matters Opinions

15/09/2026 16:42

What Mattered Today

The ASX continued its slide today, falling to a fresh three-month low as banks and miners came under renewed pressure, extending the broader market weakness. The index is now down around 6.5% from its 6 August record high. Macro continues to drive the sell-off; news flow around individual companies is almost non-existent, with oil, bond yields, and expectations for further central bank tightening later this week dominating sentiment.

15/09/2026 16:23

Broker Moves

• Immutep Raised to Buy at Jefferies; PT 8 Australian cents • Greatland Resources Raised to Neutral at Goldman; PT A$12.20 • Capricorn Metals Raised to Buy at Goldman; PT A$18.40 • West African Resources Cut to Neutral at Macquarie; PT A$4 • Strike Energy Raised to Outperform at Macquarie • Megaport Raised to Overweight at Barrenjoey; PT A$22 • Telix Pharma Raised to Buy at Bell Potter; PT A$19 • WiseTech Cut to Neutral at Rothschild & Co Redburn; PT A$37

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Market Matters Content

What Matters Today: What If the Cracks in the AI Trade Spread?

Morning report 15/09/2026

Afternoon Report

The Match Out: ASX slides again as Miners and Banks weigh, Tech finds relief

Afternoon report 15/09/2026

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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Why is Telix Pharmaceuticals Limited (ASX:TLX) up ~10%?

Telix Pharmaceuticals (TLX) is trading ~10% higher today driven by the US FDA has approved Telix’s Pixclara (floretyrosine F18), providing the company with another commercial product in the world’s largest healthcare market.

ASX: TLX 14/09/2026

Why Cleanaway Waste (ASX: CWY) is up more than 3%

Cleanaway Waste Management (CWY) is trading up more than 3% after having confirmed that EQT Infrastructure remains committed to acquiring 100% of the company at no less than its previously indicated offer price following completion of its due diligence review.

Uncategorized 14/09/2026

Morning Report