MM is neutral towards Lithium into 2026

26/09/2025

MM is neutral towards Lithium into 2026

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Afternoon report 13/04/2026

The Match Out: ASX closes lower but digs in as US-Iran talks sour

The ASX finished lower today though the move was somewhat contained considering the escalation in rhetoric around the Middle East conflict. The local market entered the session digesting the breakdown of peace talks between the US and Iran in Pakistan over the weekend, with President Donald Trump announcing plans for a naval blockade of the Strait of Hormuz, causing a +7% spike in oil prices.

Morning report 13/04/2026

Macro Monday: The Bulls Fight Back – But the Ceasefire Calm is in Danger

Global equities posted a solid rally last week, driven by hopes that the US-Iran ceasefire would fully reopen the Strait of Hormuz — removing a key inflation risk and clearing the path for global growth to regain momentum before any lasting economic damage was done.