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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.97	0	0
SSO ASX Small Caps	13.77	0	0
IVV S&P 500	74.27	0	0
NDQ Nasdaq	62.79	0	0
F100 FTSE 100	15.56	0	0
ASIA Asia Tech	19.29	0	0
IEU Europe	96.83	0	0
IEM Emerging Markets	92.94	0	0
Gold Gold	54.85	0	0
ACDC Battery Tech	110.00	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,165.01	-5.2385	-0.13
Silver	57.01	-0.4318	-0.75
Platinum	1,630.36	4.6497	0.29
Palladium	1,112.40	-13.6982	-1.22
Ice Brent Crude	109.95	4.03	3.8
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6966	0.0022	0.32
Euro	1.1239	0.0007	0.06
British Pound	1.3313	-0.0015	-0.11
Canadian Dollar	1.4117	-0.002	-0.14
New Zealand Dollar	0.5652	0.0002	0.04
Chinese Yuan	6.6861	-0.0048	-0.07
Japanese Yen	158.0200	0.03	0.02

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.80	0%	72.04%	0.42 0.94
BGL	Bellevue Gold Limited	1.46	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.03	0%	37.15%	40.18 68.77
FMG	Fortescue Ltd	15.19	0%	-23.32%	15.01 23.38
NHC	New Hope Corporation Ltd	5.84	0%	44.20%	3.77 6.61
WHC	Whitehaven Coal Limited	7.54	0%	8.96%	6.66 9.90
NEM	Newmont Cdi	166.17	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.39	0%	0.00%	11.34 20.47
SFR	Sandfire Resources Limited	20.55	0%	30.31%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.32
4DX	4dmedical	4.09
ABG	Abacus Group Unt	0.79
AIS	Aeris Resources	0.48
AGL	Agl Energy Limit	8.79
A1M	Aic Mines	0.80
AIZ	Air New Zealand	0.31
AAI	Alcoa Corporatio	59.38
ALK	Alkane	1.78
A4N	Alpha Hpa	0.45

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.17
ZIM	Zimplats Holding	14.31
YAL	Yancoal Australi	5.95
XRO	Xero Fpo	61.79
WOR	Worley Fpo	9.31
WOW	Woolworths Group	41.20
WDS	Woodside Energy	33.14
WTC	Wisetech Global	37.61
WIA	Wia Gold	0.45
WHC	Whitehaven Coal	7.54

OPINION

Latest Market Matters Opinions

17/10/2026 08:46

First Up

The ASX 200 finished a volatile week up +1.0%, although the headline gain masked some fairly aggressive rotation beneath the surface. Utilities (+4.5%), Healthcare (+3.9%), Consumer Staples (+3.4%) and Financials (+3.2%) led the market higher, while Materials (-2.3%), Real Estate (-1.7%) and Information Technology (-1.3%) lagged. Investors continued to rotate into some of the more beaten-up and defensive areas of the market, while resources came under pressure.

16/10/2026 16:56

Broker Moves

• Bank of Queensland Cut to Trim at Morgans Financial Limited • Greatland Resources Raised to Hold at Moelis & Company; PT A$11 • Ora Banda Mining Raised to Buy at Moelis & Company; PT A$1.55 • Paladin Energy Raised to Accumulate at Ord Minnett; PT A$8.50 • Bluescope Raised to Overweight at Barrenjoey; PT A$35.50 • Southern Cross Electrical Raised to Buy at Shaw and Partners • Jumbo Interactive Raised to Buy at Bell Potter; PT A$8 • Southern Cross Electrical Raised to Buy at Argonaut Securities • NRW Holdings Raised to Buy at Argonaut Securities; PT A$8.30 • GenusPlus Rated New Buy at Argonaut Securities; PT A$13

ACTION

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Market Matters Content

Fund Friday: How to position for a broadening of the rally if bond yields have peaked?

Morning report 16/10/2026

Afternoon Report

The Match Out: ASX jumps as beaten-up tech and miners lead recovery

Afternoon report 16/10/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/10/2026

Your view on FXG and FEG

I like to have your view-analyses on FXG and FEG please, thanks,

Ask James

Question asked 17/10/2026

YEAR TO DATE

Good Morning, Well, it has sometimes felt like the "year of waiting" this year. I'm not a day trader, so I suppose I'm more susceptible to the highs and lows by holding stocks. But the All Ords began the year at 9208 and went through 8686, 9430, 8571 and 9445 to be at 8921 as I write, down about 3%. That to me is very volatile. Is this our market now or do you see things settling down into 2027? Thanks gents.

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