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26/08/2025

US S&P 500 Index

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Afternoon report 11/09/2025

The Match Out: September weakness continues while Gold stocks breakout again

The market gave back some ground today on weakness in banks and healthcare, despite strength across gold and stabilisation for lithium stocks that took a bath yesterday. There was also a host of defense wins across various companies, driving gains in most.

Morning report 11/09/2025

What Matters Today: Has CATL ended the Lithium recovery?

The ASX200 advanced +0.3% on Wednesday, but the performance was extremely polarised on the stock and sector levels. Less than 45% of the main board advanced, but when the “Big Four Banks” rally an average of more than +1.5%, the index will always be hard to suppress.

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