BHP Group (BHP) v RIO Tinto (RIO)

25/07/2025

BHP Group (BHP) v RIO Tinto (RIO)

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Morning report 31/08/2026

Macro Monday: Is September set to be a Warsh v Bessent arm wrestle?

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Weekend report 29/08/2026

Weekend Q&A: The ASX 200 manages to shrug off a Hot CPI – just!

The ASX 200 edged +0.37% higher last week courtesy of a strong close on Friday afternoon and another strong performance from the Materials sector (+2.5%). Earnings season remained broadly constructive, with estimated profit growth running at ~11%, although the improvement remains heavily concentrated in resources and energy, stripping those sectors out reduces growth to around ~5%. Financials have now fallen for three consecutive weeks amid housing and mortgage concerns, while Consumer Discretionary also struggled as higher rates and slowing housing activity weighed on earnings & sentiment following this week’s higher than expected CPI.