Cameco Corp (CCJ US)

29/08/2025

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Morning report 17/03/2026

What Matters Today: Three gold stocks on MM’s radar as the sector corrects over 20%

The ASX200 ended a choppy session on Monday down 0.4%, with miners and tech stocks leading the declines. While fewer than 40% of the main board finished higher, it was the heavyweight miners that drove most of the decline, with BHP, Northern Star and Fortescue accounting for around 60% of the day’s net fall.

Afternoon report 16/03/2026

The Match out: ASX dips ahead of RBA rate call tomorrow

The ASX 200 fell as a broad sell-off in the mining sector overwhelmed a solid showing from defensives and financials. Six of eleven sectors finished higher, but that didn't matter much when the heavyweights were doing the damage. Gold miners were hit as bullion continued to slide following two consecutive weeks of declines. Iron ore stocks also weighed after China's state-backed trader eased restrictions on BHP ore grades — partially unwinding last week's fear-driven rally as fresh data showed Chinese steel output fell 3.6% in the first two months of the year.