Australia Daily Briefing

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

ASX barely positive +0.14% as RIO -1.44% mining drag offsets Macquarie +0.70% and banks bid — US-Iran framework eases macro risk

ASX 200 near-flat +0.07% as CSL +2.61% alone carries Healthcare while BHP +0.55% and RIO +1.15% give Mining +1.03% real iron ore bid — Banks -0.36% via Macquarie drag; Brent $72.24 is the most important input for RBA's next move

ASX 200 -0.39% as mining selloff dominates — NEM -3.9%, BHP -1.9%, RIO -1.6% — while CSL surges 7.3% in healthcare

BHP -4.1% and RIO -3.8% drag ASX lower; H5N1 bird flu hits Inghams as banks outperform in defensive rotation; MSCI Australia ETF -1.5%

ASX proxy -0.39% as BHP -2.38% leads mining selloff — WiseTech AFP investigation and Inghams bird flu add governance and biosecurity shocks

CSL surges +5.5% on breakthrough therapy news as BHP and RIO drag Mining -2.4% in the day's defining split

ASX mixed: CSL surges 5.5% on healthcare buying while BHP drops 2.76% and RIO falls 2.52% as iron ore demand worry persists

ASX neutral -0.3%: CSL surges +5.5% as biotech sector diverges from BHP (-2.8%) and RIO (-2.5%) mining selloff — SkyCity Adelaide hit with $21M regulatory fine.

ASX flat as CSL +6.4% healthcare surge offset by BHP -2.8% and RIO -2.5% mining selloff; Wesfarmers' 20% surge sparks analyst skepticism

iShares MSCI Australia -1.14% as CSL -4.11% drives the sharpest Healthcare selloff of recent months — no session gainers as miners and banks follow Wall Street's risk-off lower

ASX mixed: RBA hawkish hold (75bps tightened since February, more hikes flagged) weighs on banks while Newmont +2.5% and CSL +0.9% defend the index.

ASX defied the ETF headline with miners +2.5% and Healthcare +2.8% surging — NEM +5.6%, CSL +2.8%, and BHP +1.4% made Monday a sector-picker's day

ASX proxy surges 0.90% as BHP adds 3.2% on iron ore momentum — miners and banks both fire

ASX proxy +0.93% — BHP leads mining surge 2.5% as iron ore and global risk-on combine; banks advance 1.9%

ASX Mining and Banks Both +2%+; RBA Decision Next Week is the Week's Real Event Risk

ASX Lifts 0.9% as BHP +6.1% and RIO +4.6% Power Mining to +4.4% — Macquarie Drags, RBA Next Week Is the Catalyst

ASX Outperforms: iShares Australia +0.6% as Macquarie +1.4% Leads While Newmont -3.8%, CSL -3% Lag

ASX session held steady with CSL Healthcare gaining 1.3% and BHP extending its recovery, while Newmont's 2.9% decline capped the mining sector's upside

ASX flat as BHP/RIO mining trade holds — Macquarie -2.9% and CSL -2.3% cap the upside

ASX gets hammered: Mining -6.4% as BHP -6.8%, RIO -4.5%, NEM -8.0% lead broad -3.4% selloff

ASX mining massacre: NEM -8.0%, BHP -6.8%, RIO -4.5% drag MSCI Australia -3.4% in worst session of June

ASX -3.4% as BHP (-6.8%) and NEM (-8.0%) lead mining rout; CSL and Big Four banks hold the line

iShares MSCI Australia -0.3% to 29.05 as BHP -2.3% and RIO -2.3% collapse on China iron ore fear; Newmont (NEM) +0.9% the lone bright spot

ASX -1.1% as RIO -3.8% and BHP -2.5% weigh on mining (-2.6%) — banks outperform with Macquarie +1.0% as super fund rotation from resources to financials continues.

ASX 200 Leads Global Markets as RIO and BHP Power Mining Rally Amid Copper-Gold Surge

ASX opens week mixed: BHP +2.6%, RIO +2.4% lift mining sector 1.2% while CSL -1.76% drags healthcare — big-end bifurcation at the index level

ASX 200 proxy +1.0% as NEM +1.5% and BHP +1.3% lift gold-mining complex; Santos investor day sets 2026 LNG targets while Monday open faces ASX futures headwind

ASX proxy +0.97% as Mining +0.88% and Banks +0.80% lead: NEM +1.46% on gold's strength, RIO flat while Santos holds investor day.

ASX +0.97% as banks and miners align — Big Four NIM trade runs; unnamed defence stock rockets 17% to all-time record on AUKUS tailwind

ASX quiet with Mining +0.29%, Banks +0.25% while CSL -0.72% drags Healthcare; gold and uranium offer shelter

ASX Proxy Near-Flat at -0.07%; NEM Drops 3.9% While BHP +1.6% and CSL +1.0% Provide the Floor

Kogan 10-month sales +13% to A$875.6m, MinRes commits A$490m to lithium; RIO +2.6% and BHP +2.2% put ASX mining back in bid

ASX Proxy -0.72% as Macquarie and Big Banks Sell Off; Wednesday CPI Is the Week's Pivotal Binary for RBA August

ASX braces for soft Monday as Macquarie -1.3%, RIO -0.5%, BHP -0.4% lead miners lower; Ventia lands $935M ADF contract in defensive sector standout

ASX proxy falls -0.72% as Macquarie -1.26% and RIO -0.51% drag — CSL +0.43% the lone sector bright spot in a defensive rotation week

ASX Inherits US-Iran Optimism Signal as Lithium Restarts and BXB Valuation Drive Week-End Focus

ASX proxy +0.3% as mining leads on China demand — Snowy Hydro's $1.2M executive bonuses amid spiralling costs put energy governance in focus

ASX proxy iShares MSCI Australia jumps +1.30% as miners add +2.20% while Big Four banks drag -1.38%

ASX Miners Soften as BHP and RIO Slip While KTEK Drones Surge 107% on Debut

ASX -1.9% — Mining Rout (BHP -5.1%, RIO -5.4%) Leads Across-the-Board Selloff, No Gainers

Mining sector craters 5.2% as RIO drops $5.90 and BHP sheds $4.53 in a brutal Thursday session

Banks surge 3.8% to drag ASX higher as miners shed 2.2% on iron ore pressure

ASX proxy slips 0.68% as CSL drops $5.23 but miners post best session in weeks

ASX proxy slips 0.61% as Big Four banks shed 2.42% while miners surge — BHP +3.41% leads the bifurcation