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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.16	0	0
SSO ASX Small Caps	14.38	0	0
IVV S&P 500	71.13	0	0
NDQ Nasdaq	59.47	0	0
F100 FTSE 100	15.14	0	0
ASIA Asia Tech	19.74	0	0
IEU Europe	96.12	0	0
IEM Emerging Markets	93.72	0	0
Gold Gold	55.42	0	0
ACDC Battery Tech	118.73	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,342.19	2.1	0.05
Silver	65.28	0.0875	0.13
Platinum	1,770.45	1.4223	0.08
Palladium	1,280.45	-10.8	-0.84
Ice Brent Crude	104.09	-1.74	-1.64
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7108	-0.0001	-0.01
Euro	1.1475	0.0001	0.01
British Pound	1.3359	0.0004	0.03
Canadian Dollar	1.3986	-0.0002	-0.01
New Zealand Dollar	0.5729	-0.0001	-0.02
Chinese Yuan	6.7074	0.0014	0.02
Japanese Yen	155.9600	0.01	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%	123.19%	0.36 0.89
BGL	Bellevue Gold Limited	1.56	0%	56.44%	0.99 2.00
BHP	Bhp Group Ltd	60.21	0%	47.66%	39.30 68.77
FMG	Fortescue Ltd	16.75	0%	-13.49%	16.14 23.38
NHC	New Hope Corporation Ltd	6.44	0%	41.70%	3.77 6.61
WHC	Whitehaven Coal Limited	8.16	0%	30.60%	6.33 9.90
NEM	Newmont Cdi	171.61	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.34	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.25	0%	69.67%	12.30 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.35
4DX	4dmedical	3.80
ABG	Abacus Group Unt	0.85
AIS	Aeris Resources	0.47
AGL	Agl Energy	8.39
A1M	Aic Mines	0.80
AIZ	Air New Zealand	0.30
AAI	Alcoa Corpor Cdi	65.50
ALK	Alkane Resources	1.91
A4N	Alpha Hpa	0.52

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.22
ZIM	Zimplats Holding	15.27
YAL	Yancoal Australi	6.02
XRO	Xero	65.45
WOR	Worley	9.71
WOW	Woolworths Group	38.41
WDS	Woodside Energy	32.98
WTC	Wisetech Global	31.89
WIA	Wia Gold	0.45
WHC	Whitehaven Coal	8.16

OPINION

Latest Market Matters Opinions

17/09/2026 16:36

What Mattered Today

The ASX edged higher today, extending yesterday's move, following the Federal Reserve’s move to push the cash rate higher overnight. The Fed delivered the 25bp hike as expected, though commentary pointed to further tightening as Chair Kevin Warsh reiterated a firm stance on inflation. That initially pushed global markets lower, although bond yields subsequently eased and provided some relief for equities.

17/09/2026 16:21

Broker Moves

• JHX AU Raised to Accumulate at Morgans Financial Limited • Netwealth Raised to Buy at Ord Minnett; PT A$24 • Tungsten Mining NL Rated New Speculative Buy at Canaccord • Genesis Minerals Rated New Overweight at Jarden Securities • Dyno Nobel Raised to Overweight at Jarden Securities; PT A$4.10 • NAB Raised to Buy at Citi; PT A$42.10 • Reliance Worldwide Cut to Neutral at Macquarie; PT A$4.75 • Atlas Arteria Raised to Outperform at Macquarie; PT A$4.75 • ASX Raised to Buy at UBS; PT A$64.20 • Pantoro Gold Cut to Hold at Argonaut Securities; PT A$2.70 • Lottery Corp. Raised to Accumulate at Morgans Financial Limited

ACTION

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Market Matters Content

What Matters Today: Is salt about to disrupt the lithium market?

Morning report 17/09/2026

Afternoon Report

The Match Out: ASX firms post-Fed as Financials rotate back into favour

Afternoon report 17/09/2026

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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