Australia Daily Briefing

ASX 200 edges higher with tech leading as CBA mortgage delinquencies signal RBA tightening is transmitting to household balance sheets

ASX splits: Healthcare +5.5% leads as CSL surges while Banks -7.4% collapse — Macquarie's -7.35% dragging the whole sector

Macquarie -7.3% Clubs ASX Banks as Mining +1.1% Provides Index Cushion; Housing Policy Uncertainty Deepens

MSCI Australia -0.27% as Banks +2.35% (Macquarie leading) and Mining +1.12% (BHP +1.67%) offset CSL Healthcare's -0.85% drag — a narrowly negative close in a broadly constructive domestic session

ASX 200 set to slide as Wall Street's AI sell-off rout deepens — NEXTDC in focus, CSL holds near 4-month highs

Newmont +9.9%, RIO +3.6% lead ASX gold-and-mining charge while David Jones collapses and NAB reports rising home-loan stress.

ASX extends slide on RBA day: Mining -1.75%, Healthcare -1.29% lead the losses despite Wall Street's oil-driven overnight recovery

ASX Healthcare Surges +4.27% as Defensive Rotation Offsets Energy Drag; RBA Path Under Scrutiny

ASX proxies slipped -0.30% as miners (NEM -4.6%, BHP -3.3%, RIO -1.6%) weighed — Westpac's $6.8B profit was overshadowed by its 11% house price fall forecast.

ASX 200 split session: mining names rebounded 1.4% on US AI stocks lifting iron ore demand narrative, but consumer discretionary -1.8% as hot CPI print delayed RBA cut timeline

RBA Decision Looms as Westpac Forecasts Hold; Fortescue Passive Income Appeal Grows; Crypto Hack Rattles Markets

ASX proxied +0.37% as Fed hold set up Thursday's open; Macquarie led and gold miners offered diverging Q3 stories

ASX follows Wall Street tech rally higher; BHP +4.4% anchors Mining +3.0% day — and gold shares are next to re-rate per Morgans

ASX Mining Sector Powers +1.1% Monday Gain — BHP +1.6%, NEM +1.4% Lead as Data-Centre Power Delays Weigh on AI Theme

ASX 200 Closes Flat Friday; Western Sydney Airport Landmark Opening; Eyes US Fallout Monday

MSCI Australia +0.52% but Hollowed Out — NEM -4.59%, CSL -2.14%, Rio Tinto -0.86% as Only BHP Holds Ground

ASX set for bearish open as Brent hits $116 — NEM -4.6%, CSL -2.1%, mining sector down 1.7% while oil stocks prepare to outperform

ASX -0.89% dragged by miners BHP -4%, RIO -3.2% as Wall Street tech carnage transmits; CSL +3.7% healthcare the lone bright spot; TAL-Challenger M&A signals life insurance consolidation

ASX set for flat open as Macquarie +1.1% and Pro Medicus +13% lead — mining the drag on RIO/BHP weakness

iShares MSCI Australia +1.11% — CSL leads healthcare surge +2.82% as BHP and RIO shed 1.6% on China worry

ASX ETF +0.35% Barely Positive as NAB Job Cut Shock Hits Banks; Mining -0.5% and Healthcare -1% Weigh

ASX 200 Ends Flat -0.28% as Gold Miners Rally but Macquarie and CSL Cap the Advance

ASX 200 ends the week mixed — NEM +2.4% leads gold's risk-off bid while CBA's sector trades flat as Nasdaq -2.5% bleeds tech globally

ASX mining sector holds firm (BHP +0.47%, RIO +0.12%) as gold miner NEM surges +2.4%, but iShares MSCI Australia slips -0.28% as CSL drags healthcare

CSL +2.8% and NEM +3.8% lift ASX proxy +0.95% as healthcare-gold rotation sidesteps banking drag

ASX set for a fall as Wall Street slumps on inflation; Mining sector -2.47% with zero index gainers recorded

ASX Adds 0.35% as CSL +2.9% Powers Healthcare; Mining Trio BHP, RIO, and NEM Drop on China Demand Worry

ASX 200 proxy +0.17% as Macquarie (MQBKY +1.72%) carried Banks while BHP/RIO/NEM slipped — mining lost ground to gold and iron ore pressure as banks made up the gap.

iShares MSCI Australia +1.38% — Mining +1.93% and Banks +1.72% provide the perfect double-engine lift, BHP and RIO lead the commodity charge

ASX 200 +1.4%: BHP +2.3% iron ore demand and banks +1.7% drive broad advance

iShares MSCI Australia +1.4% as BHP +2.3% and RIO +1.5% power Mining sector to top — China-EU trade détente is the catalytic read behind today's commodity surge

ASX flat as Macquarie -1.15% weighs on banks and Firmus IPO struggle signals data centre valuation reset — NEM and CSL hold the floor

ASX proxy -1.1% as mining selloff offsets Macquarie's resilience — broker upgrades lift Charter Hall, Soul Patts, Wesfarmers

ASX gets a 0.42% lift as Banks +1.44% and Trump-Iran signals ease tanker risk premium — Macquarie leads.

ASX proxy +0.39% — Mining +0.88% (RIO +1.53%, BHP +0.88%) and Healthcare +0.50% (CSL +0.50%) led a clean broad advance; no losers in the top-movers list signals genuine breadth

ASX proxies rise 1.18% as BHP and RIO lead mining; CSL gains 1.27% and KPMG Australia seeks $100M global firm loan

iShares MSCI Australia +1.18% — BHP +1.68%, RIO +1.44%, CSL +1.27% headline a clean green session with zero named losers

iShares MSCI Australia +1.18% with zero losers — Mining +1.30%, Healthcare +1.27% as BHP +1.68%, CSL +1.27% pace a clean ASX sweep

ASX under pressure: Banks -1.41%, Mining -0.73% drag MSCI Australia -1.13% as card surcharge ban lands and RBA hawkishness persists

ASX closes Q3 in the red as Healthcare drags -1.07% and iShares MSCI Australia slips to 28.31

ASX proxy -0.46% but banks surge 1.43% on Macquarie strength; RBA at 15-year high as Wednesday CPI looms

ASX sessions ended broadly negative ahead of Tuesday's RBA rate decision — NEM's -4.4% and a flat-to-down mining sector confirmed the market's pre-meeting defensiveness.

CSL +3.90% single-handedly lifts iShares MSCI Australia +0.42% as Healthcare dominates, but Banks -0.28% and Mining flat set a cautious tone ahead of a pivotal RBA rate decision this week

CSL +3.90% to $326 single-handedly rescues the Australian tape from a 15-week ASX 200 low — but one-stock breadth leaves super investors with a healthcare-or-nothing session

ASX proxy +0.42% as CSL surges 3.90% to $326.37 and lifts healthcare, while BHP -0.14% and flat mining underscore the China demand wait

ASX falls led by Healthcare -3% (CSL -3.0%) and Banks -2% as Wall Street oil volatility spills over

ASX dragged -2.51% as BHP -3.28%, RIO -2.30%, NEM -2.92% — mining sector under siege; Chinese EV battery tech shifts lithium demand thesis

ASX sweeps green across all sectors: CSL +3.4% and NEM +3.4% lead a rare Healthcare + Mining + Banks triple advance

CSL +1.0% Powers Healthcare While ASX Splits — Big Four Banks -1.4%, Iron Ore Miners Flat

ASX proxy -1.3% with healthcare and banks both down — poor Monday open ahead as Wall Street's mixed session offers no relief

ASX 200 falls as healthcare (-1.77%) and banks (-1.41%) lead broad decline; RBA rate hike probability at 82%

ASX down 1.3% as CSL -1.8% and RIO -0.7% drag; Macquarie +1.3% the only large-cap bright spot.

Labor Eyes Smart Glass Restrictions as Omega Oil Expands Queensland Footprint — ASX Rides US Tech Tailwind

Xero’s -59% Implosion Meets Fed Rate Shock: ASX Absorbs Its Worst Macro-Idiosyncratic Double-Hit

ASX 200 Under Pressure as CSL and Banks Drag; Critical Minerals Pipeline Builds with Hydrogen, REE, and Tungsten

ASX proxy -0.72% as Mining crashes -2.68% — iron ore and China demand anxiety leads; Banks +0.33% the only lifeline

ASX set for strong Monday — CSL +1.7% leads healthcare surge as Wall Street rebounds on soft oil and in-line CPI

ASX Proxy +0.65% — Pro Medicus and BOQ in Focus, Energy Stocks Defied Last Week's ASX Slump

ASX +0.65% as CSL Jumps 1.7% and St Barbara Divests $453M Simberi Gold Project to China's Lingbao

ASX Slumps -1.82% as BHP -5.3%, RIO -4.2%, CSL -3.7% Hammer Mining and Healthcare; Banks Drag Further

ASX drags lower as Big Four banks slide 1.75% — mining holds, but EchoIQ's 48% crash dominates small-cap news

CSL -3.03% drags iShares MSCI Australia -0.76% — BHP +1.74% and banks cushion but can't offset healthcare bleeding

CSL +2.06% powered Healthcare's best session in weeks while BHP -2.47% dragged Mining -1.28%; Banks +0.70% provided balance as MSCI Australia closed -0.46% — a China demand test the ASX can't ignore

ASX proxy -0.46% as BHP shed -2.5% despite copper all-time highs, while CSL surged +2.1% on healthcare rotation

CSL +2.06% and Macquarie +0.70% shine while BHP -2.47% signals China iron ore anxiety — ASX 200 split by sector conviction.

CSL +2.1% leads ASX Healthcare to best session in two weeks as BHP -2.47% and mining sector -1.28% weigh on the broader index

MSCI Australia proxy +1.13% as rare-earth JVs signal critical minerals momentum; Nvidia/Hugging Face deal lifts tech sentiment globally; ASX brokers flag 17-43% upside in key names

ASX +1.18% — CSL +2.11% and NEM +2.06% lead healthcare and gold, Macquarie -2.08% drags banks

ASX 200 proxy -1.13% as CSL -3.4% crushes Healthcare, mining rout (BHP -1.2%, NEM -2.7%) continues on China demand pessimism

ASX +0.07% headline hides broad weakness: CSL -2.0%, BHP -1.3%, RIO -0.8% as mining and healthcare sold off while the index held flat

ASX Falls 0.4% as Gold Miners Crash 3.3% — NEM -3.3%, RIO -1.4%, BHP -1.3% Drag Mining Sector Into Red

Mining Closes Week Lower Despite BHP Record High; CSL Falls 1.17%, Articore Profits Return

ASX Slides as Mining Loses 2%, BHP -1.3% and RIO -1.4% on Iron Ore Weakness; Star Casino Governance Crisis

ASX Slips as CSL Drags Healthcare Lower; Mining Holds Firm as Gold Tests US$4,600 and McMillan Shakespeare Posts Record Results

ASX -0.9% as BHP and Rio Tinto Lead Mining Retreat; Mineral Resources Posts Record Earnings Against the Tide

ASX Rises on Mining Surge as Ampol Profits Soar and Junior Miners Post Exploration Wins

ASX slipped 0.27% as CSL's biotech drag (-1.4%) offset BHP's $13.7B profit milestone (+0.1%), with Ampol's Middle East refining windfall the day's standout corporate result

ASX Climbs on Strong Earnings Season Results and Healthcare Sector Outperformance

ASX proxies gained 1.3% as BHP, Newmont, and Rio Tinto each rallied 3%+ — resources led the week's best Friday advance while Inghams' profit slump flagged a consumer staples earnings risk hiding below the headline strength

ASX mining surge (BHP +RIO +NEM) drives iShares MSCI Australia +1.31% as Inghams profit slump and Macquarie's underperformance flag earnings season caution

ASX session: MSCI Australia -0.73% as Healthcare -2.21% (CSL leads losers) overshadows Mining +1.74% — WiseTech ACCC raid triggers sharp selloff

ASX proxy +1.22% led by gold miners — NEM +7.8%, RIO +3.9%, BHP +3.6% — but WiseTech ACCC raid dampens tech optimism

ASX drifts marginally positive as BHP holds; NEM -3.6% and CSL -1.2% mask underlying sector stress

ASX posts a split Friday — Banks +0.94% and gold's NEM +3.1% steady the ship as BHP -0.52% and CSL -1.53% flag iron ore anxiety and biotech re-rating risk

ASX 200 Slips on CSL -1.53% Healthcare Rout and RIO -2.57% Mining Drag; Gold Play NEM +3.13% Bucks the Trend

ASX dragged lower by BHP -3.2%, RIO -3.0%, NEM -3.1% as China demand anxiety hits the mining sector's collective index weight.

CSL drops 1.9% and drags ASX healthcare lower while mining holds—two diverging sector stories define the session

XJO holds on RBA rate hold — CBA drops $11B profit after bell, BHP's Port Hedland deadlock is the mining risk for Wednesday

ASX miners lead on Hormuz crude bid — NEM +3.8% tops the session as gold surges and RBA cut expectations hold

ASX Mining surges +3.8% as Newmont +7.2% and BHP +2.9% ride gold's $4,400 intraday touch to multi-month highs

iShares MSCI Australia +0.83% — miners powered the session with NEM +7.2%, BHP +2.9%; CBA FY26 earnings Wednesday is the week's event risk.

ASX gains 0.83% on gold surge — NEM jumps 7.2% as mining adds 3.8% for the week's standout session

ASX 200 at record highs but mining giants drag — Banks lead as Big Four super inflows hold the bid

ASX mining and banks double-up: NEM +6.7% gold surge and Macquarie +3.9% carry the session as the index's two heaviest sectors print near +4%

ASX 200 surges as BHP +4.7% and CSL +3.9% deliver the session's broadest rally in weeks — MSCI Australia +2.45%

CSL +3.3% single-handedly drove ASX healthcare to the session's only meaningful gain while BHP -1.2% and RIO -1.0% weighed on mining, leaving MSCI Australia barely positive at +0.20% as iron ore uncertainty held the index in check

ASX -1.61% as healthcare -2.69% and mining -1.37% extend losses; WiseTech crash signals tech risk

MSCI Australia -1.61% at 29.34 — CSL shed -2.69% to lead Healthcare to the session's worst print while BHP -1.64% and NEM -2.14% weighed on Mining; the ASX 200 crossed 9,000 on copper momentum but the USD-denominated ETF tells the AUD/USD story.

ASX 200 breaks above 9000 points but iShares MSCI Australia sheds -1.6% as CSL -2.7% and mining -1.4% dominate

ASX proxy +2.4%: CSL rockets 10.6% on likely results beat, RIO +3.8% and NEM +4.8% keep mining lit while Macquarie -2.6% is the lone banker down

ASX -0.27% as CSL crashes 6.1% on healthcare selloff; RIO +2.2% provides mining offset — eBay $70M stalking settlement is the session's governance story

ASX proxy +1.52% on Middle East de-escalation — CSL leads healthcare surge while gold miners absorb the haven-unwind sell-off

ASX gains 0.56% as Banks surge 2.0% and mining holds firm; Viva Energy reports record refining margins in earnings season opener

ASX Banks +2.0% as Macquarie Leads and CSL Adds 1.4% Healthcare Gains, While Mining Sits Out — RBA Rate Decision Week Defines the Week's Rotation

ASX proxy +0.81% with banks outperforming sharply — Macquarie (MQBKY) +2.0% leads, CSL +1.35% adds healthcare tailwind; Santos in broker focus as oil surges.

CSL Defies the Skeptics; UBS Raises Target as ASX Healthcare Leads a Constructive Session

ASX Proxy -1.3%: Mining Leads Losses as BHP and RIO Sell Off Despite Iron Ore Stability; Healthcare and Banks Diverge

ASX Advances 0.6% Led by Mining Surge — Newmont +3.5%, RIO +1.9% as Global Commodities Rally; CSL Lifts Healthcare

ASX +0.56% — Mining leads with NEM and BHP both +3.7% as gold surge and iron ore hold; Big Four banks and CSL drag against the tide

ASX dragged by CSL -5.2% healthcare crash — iShares MSCI Australia -0.8%; only Macquarie and Banks +1.1% avoided the selloff as Mining and Healthcare bleed

iShares MSCI Australia +0.42% but the session was not broad — MQBKY +1.06% gave Banks the lead while CSL -2.09% smashed Healthcare and RIO -0.57% / BHP -0.09% softened Mining; record $830m bank fine cycle confirmed financial sector under regulatory heat even as Macquarie outperformed.

ASX MSCI +0.42% as Macquarie leads Banks +1.1% higher while CSL's -2.1% Healthcare selloff keeps upside capped

ASX treads water as CSL -2.1% and Macquarie -1.1% weigh on sectors; ETF flows on record pace

ASX -0.59% masks a savage rotation: BHP -5.6%, RIO -3.2% crushed while CSL +2.5% and banks +2.1% held the index afloat.

ASX 200 closes clean — CSL +1.7%, Macquarie +1.4%, BHP +1.3% with no meaningful losers and Perpetual's sweetened EQT bid adding M&A energy to the session

ASX 200 Set for Strong Open as Mining Giants RIO and BHP Lead +3.9% on Iron Ore Bid — Banks Lag

ASX bifurcated — BHP -0.4%, RIO -0.8%, NEM -2.3% drag mining lower while Macquarie +1.2% and CSL +0.9% defend the index to a -0.35% session

ASX 200 (+0.50%) supported by BHP and RIO while CSL collapses -2.55%; Coles and Woolworths face new price gouging laws as new financial year begins

ASX wrapped up fractionally positive (+0.14%) in a session where nothing moved dramatically — RIO -1.4% was the largest single drag while NEM +0.8% showed gold miners can still attract defensive bids even as spot gold falls.

ASX musters +0.14% on RBA rate-peak hopes powering retail — but RIO -1.44% and BHP -0.17% anchor miners to China's uninspiring iron ore demand story