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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

A4N.AX

ALQ.AX

AMC.AX

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ANN.AX

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ARG.AX

ALL.AX

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ASX.AX

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BOQ.AX

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BCI.AX

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BGA.AX

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BEN.AX

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BHP.AX

BKI.AX

BC8.AX

XYZ.AX

BSL.AX

BOE.AX

BXB.AX

BVS.AX

BRE.AX

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BFL.AX

BWP.AX

CMM.AX

CSC.AX

CAR.AX

CIN.AX

CYL.AX

CAT.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.76	0	0
SSO ASX Small Caps	14.11	0	0
IVV S&P 500	70.72	0	0
NDQ Nasdaq	58.84	0	0
F100 FTSE 100	15.53	0	0
ASIA Asia Tech	19.70	0	0
IEU Europe	99.43	0	0
IEM Emerging Markets	93.55	0	0
Gold Gold	53.09	0	0
ACDC Battery Tech	123.74	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,040.94	-61.4522	-1.5
Silver	57.63	-1.3481	-2.29
Platinum	1,642.02	-18.155	-1.09
Palladium	1,273.82	-30.581	-2.34
Ice Brent Crude	90.09	1.06	1.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7055	0.0034	0.48
Euro	1.1549	0.0022	0.19
British Pound	1.3483	0.0003	0.02
Canadian Dollar	1.4009	-0.0008	-0.06
New Zealand Dollar	0.5891	0.0018	0.31
Chinese Yuan	6.7509	-0.0041	-0.06
Japanese Yen	157.1900	-0.62	-0.39

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.73	0%	139.34%	0.30 0.85
BGL	Bellevue Gold Ltd	1.26	0%	55.56%	0.78 2.00
BHP	Bhp Group Ltd	60.31	0%	53.66%	39.18 65.98
FMG	Fortescue Ltd	18.51	0%	4.16%	17.73 23.38
NHC	New Hope Corporation Ltd	5.19	0%	24.16%	3.77 6.17
WHC	Whitehaven Coal Ltd	6.98	0%	8.39%	5.94 9.90
NEM	Newmont Cdi	134.97	0%	0.00%	95.05 190.91
NXG	Nexgen Ene Cdi	13.27	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	18.95	0%	78.10%	10.61 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.63
ABG	Abacus Group Unt	0.95
AIS	Aeris Resources	0.41
AGL	Agl Energy	8.28
A1M	Aic Mines	0.73
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	64.26
ALK	Alkane Resources	1.33
A4N	Alpha Hpa	0.49
ALQ	Als	21.61

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.55
ZIM	Zimplats Holding	14.00
YAL	Yancoal Australi	5.57
XRO	Xero	70.00
WOR	Worley	10.57
WOW	Woolworths Group	39.77
WDS	Woodside Energy	32.95
WTC	Wisetech Global	36.30
WIA	Wia Gold	0.43
WHC	Whitehaven Coal	6.98

OPINION

Latest Market Matters Opinions

01/08/2026 08:58

First Up

The ASX 200 finished a volatile week up +2.3%, reaching a four-month high on Wednesday after softer-than-expected inflation data reduced fears of higher interest rates. The ASX shrugged off a sharp pullback earlier in the week by the “AI Trade” and a 1150-point drop by the Dow on Wednesday night after hawkish comments from Fed Chair Warsh - as we’ve been saying through July, the local market has got its “Mojo” back as we head into reporting season.

31/07/2026 16:50

What Mattered Today

The ASX 200 finished modestly higher today, securing a fourth consecutive monthly gain despite giving back most of an early rally. The index traded as high as 9,059 before closing just +9 pts higher (down ~85pts from the open), with strong gains across materials, selected technology names and gold miners offset by weakness in healthcare, consumer staples and communications.

ACTION

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Market Matters Content

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX outperforms US to end July up +2.3%

Afternoon report 31/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

How do bond traders make money?

Hi, My understanding is that the bond market is many times bigger than the equities market. So how do bond traders make money? Do they simply buy bonds and then try to sell them for more than they paid, or do they try to buy them for a "good" price and hold them to maturity while getting paid the interest along the way? Cheers, Carl

Ask James

Question asked 31/07/2026

Paladin Energy Ltd (ASX: PDN)

Hi James and Team As always thanks for your in depth weekly insights, love the read. Just after your thoughts around the recent price action of Paladin. As you noted in previous opinion pieces this one can be volatile with significant pullbacks not uncommon. It seems to have been fairly unloved in the last couple of months despite decent recent updates, a positive commodity backdrop driven by strong global energy demand growth. Anything concerning here from your lens or just the nature of this beast. FYI, I am a holder from modestly lower levels. Regards Andrew

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Latest View Points

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Chart of the week

Bitcoin ($US)

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Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Morning Report

ETF Friday: Four ASX ETFs making major moves in July

Morning report 31/07/2026

Afternoon Report

The Match Out: ASX outperforms US to end July up +2.3%

Afternoon report 31/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 31/07/2026

How do bond traders make money?

Ask James

Question asked 31/07/2026

Paladin Energy Ltd (ASX: PDN)

Latest View Points

ACDC

HGEN US

IZZ

OOO

META US

AAPL US

AMZN US

ALL

MGR

JBH

NCK

BTU US

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 28/07/2026

Why is DroneShield (ASX: DRO) down ~8%?

DRO is down sharply today following a trading update which delivered a revenue guidance miss while at the same time flagging margin. compression,

ASX:DRO 28/07/2026

Opinion + Action