Boral (BLD)

21/06/2021

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Afternoon report 27/01/2026

The Match Out: Resources keep on firing, ASX climbs to 3-month high

The ASX closed higher after a day off, buoyed by a powerful rally in precious and base metals stocks, with gold climbing to yet another all time high, now seemingly setting a new record every day, and Copper stocks chipping in too. While geopolitical noise remains in the background, the session had a risk-on feel as the rotation into resources showed no signs of slowing down with the index closing at its highest level since October.

Morning report 27/01/2026

Macro Monday (on Tuesday): Japan becomes the new market focus

Japan’s bond market has rattled global financial markets several times in recent years, and risks appear to be resurfacing. The most memorable yen carry-trade unwind since COVID started after the Bank of Japan (BOJ) raised interest rates in 2024. The BOJ’s first rate hike came in March 2024, when it ended negative interest rates and lifted the policy rate to just 0–0.1%.