Lumber ($US/110,000 board feet)

13/09/2021

Lumber ($US/110,000 board feet)

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Afternoon report 01/09/2026

The Match Out: ASX edges lower as consumers sell off, Liontown (LTR) jumps on Argentine lithium deal

The ASX 200 slipped every so slightly, though certainly performed better than feared given escalation in the Middle East and rate hike expectations jumping over the past few days. A renewed spike in oil prices and global bond yields was largely shrugged off at the index level, though did put pressure on rate-sensitive parts of the market as consumer names took a hit. The move was reasonably broad with 7 of 11 sectors modestly lower, though strength across Energy and parts of Resources kept the index-level decline modest.

Morning report 01/09/2026

What Matters Today: Can coal stocks extend August’s strength?

The ASX 200 recovered impressively from an early sell-off to finish the final session of August down just -0.2%, a better outcome than we expected, with the Big Four banks adding around 30 points to the index. Interestingly, while resources retreated following Fed Chair Warsh’s hawkish comments on Friday and renewed tensions between the US and Iran, there was little evidence of broad-based selling.